Accounting Specialist

WHO WE ARE:

At Corporate Tax Incentives (CTI), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients.

As an Accounting Specialist at CTI, you will join a team that leverages the Company’s proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries.

Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the organization.

WE TAKE CARE OF OUR PEOPLE:

• Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan
• 3 Weeks Paid vacation
• 8 paid holidays and week between 12/25-1/1 off with pay
• 12 weeks paid maternity leave / 2 weeks paternity leave
• Our supportive team will work with you to develop and support your career goals
• Be part of a knowledgeable, growing, high-achieving and fun team

CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs.

WHAT YOU WILL DO:

As an Accounting Specialist, you will be responsible for a variety of technical accounting duties including accounts payable, accounts receivable, and reconciliations.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Full-cycle accounts payable for all related entities including vendor management, validation of invoices and contracts, timely payment cycles, positive pay, NACHA files, and annual 1099 reporting.
• Expense report management to validate employee expense report submission, coding, and receipts.
• Full-cycle accounts receivable for assigned accounts which may include client contract review, invoicing, cash receipts, and collections.
• Ability to maintain compliance with various contracts and ensure the company provides invoices accurately and in accordance with contract terms.
• Accurately perform data entry functions into various business systems including Sage Intacct, QuickBooks, and CRM for business activities.
• Communicate financial information both internally and externally, and assist with addressing accounting and financial inquiries through interpreting data.
• Review data for potential anomalies or discrepancies and report to the relevant parties.
• Additional duties and responsibilities as assigned.

WHAT YOU WILL NEED:

• Ability to work autonomously and within a team.
• Ability to work effectively and independently in a fast-paced, hybrid, entrepreneurial environment.
• Excellent written and verbal communication skills.
• Highly organized and detail oriented with the ability to prioritize, plan, and follow-through.
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency.
• Strong problem solving and troubleshooting skills.
• Strong analytical skills and reasoning abilities.
• Willingness to change to meet organizational needs.
• Ability to process and maintain confidentiality while processing sensitive data.
• Ability to recognize when an incident needs to be escalated.
• This role has access to sensitive information and is expected to adhere to all the policies in the ISO 27001 policy manual.
• A willingness to learn and adapt to CTI’s study process, quality control requirements, and management expectations.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Accounting, Business, Finance, or Economics preferred, but not required.
• 1 year experience with Accounts Payable and/or Accounts Receivable preferred.
• Knowledge of GAAP principles.
• Proficiency with Microsoft Applications such as Outlook and Excel.

We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page.

The range for this position is $26-$31 an hour and may be adjusted as compensation is based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons. The first three months will be on-site in Folsom, with an opportunity to transition to a hybrid offsite schedule following a 90-day review.