OUTSOURCED ACCOUNTING SERVICES SENIOR

 DEPARTMENT: OUTSOURCED ACCOUNTING SERVICES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Required and Key Skill Requirements:

Education and Professional Experience:

·         Bachelor's Degree in Accounting or at a minimum completion of accredited college accounting courses up to intermediate/advance accounting.

·         2-4 years of public accounting experience*.

Advance bookkeeping knowledge:

·         Generally accepted accounting principles and procedures*.

·         Up-to-date knowledge and experience with tax compliance (including payroll tax reports on both Federal and State levels, various types of 1099 reporting, sales/use taxes returns, property rendition returns, etc.).

·         Financial statement preparation (with outside accounting support).

·         Information collection for general ledger maintenance.

·         Reconciliation of all bank accounts, liability accounts, accounts receivable and accounts payable.

Computer Skills:

·         Proficiency in QuickBooks Desktop and Online, required*.

·         QuickBooks ProAdvisor Certified, preferred.

·         Prior experience with Bill.com and other apps supporting automation streamline with QuickBooks is a plus.

·         Microsoft Office (Excel, Word, PowerPoint), Microsoft Team.

Soft skills:

·         High commitment to professional ethics, client confidentiality and excellent customer service.

·         Strong written and verbal communication skills.

·         Attention to details.

·         Strong planning and organizing skills. Ability to plan, schedule, execute projects completely and efficiently.

·         Strong problem solving and analytical skills.

·         Strong interpersonal skills to maintain professional and effective working relationships with all staff levels in the company.

·         Proactively and willingly to train staff.

·         Motivation for growth and advancement.

Essential Duties and Responsibilities:

The following duties are the core activities of the position:

·         Collect and verify sourced documents from clients, organize supporting work-papers and perform bookkeeping projects. Reconcile and balance all accounts.

·         Assist clients to manage accounts receivable, accounts payable, and payroll.

·         Prepare management financial reports, cash flow analysis, budget versus actual analysis, or any customized schedules and reports as requested and compile financial statements.

·         Handle daily accounting mail, including notices and disbursements, if requested by clients.

·         Research accounts payable, accounts receivable, or other accounts issues as needed.

·         Prepare payroll tax returns, form 1099’s, sales tax returns, and property taxes renditions.

·         Assist with various audits (financial statements, sales/use tax, property rendition and payrolls).

·         Assist and consult clients with special projects (new company’s start-up assistance, forecasting, budgeting, payroll set-up, or any customized projects that fit clients’ needs).

·         QuickBooks consulting and facilitation (Desktop and Online).

·         Maintain workload schedule and communicate with team leader on a weekly basis. Proactively communicate project status with management and client in a direct and respectful manner.

·         Identify and appropriately communicate complex technical issues with clients and in-charge. Develop or propose solutions to resolve issues.

·         Assist clients to maintain fixed assets and depreciation schedules.

·         Provide QuickBooks support training to clients.

·         Communicate with a vast array of clients daily. Work directly with clients on an ongoing basis and maintain client relationship.

·         Engage, motivate and provide timely feedback to team members.

·         Train, mentor and develop associates.

·         Assist in billing clients for services rendered.