Job Description

• Responsible for performing a detailed review of the financials and supporting work papers
• Works timely to meet project deadlines established with the controller
• Works with client to acquire the necessary information to produce the financials
• Works with the Controller to discuss additional reporting requirements within the scope of the service agreement
• Assists with training and developing Bill Pay Specialists and Bookkeepers
• Supervises a team of 2 to 4 Bill Pay Specialists and Bookkeepers, assisting with training and development
• Documents and develops client-specific processes and trains staff
• Actively participates in client onboarding
• Creates and develops reporting templates based on reports agreed upon in the service agreement. Works with the Controller to identify reporting needs.
• Solves problems with peers, escalating up only to the level necessary
• Supports both internal and external clients software needs
• Demonstrates initiative to project lead and oversee team
• Communicates regularly with the controller

• At least 3 years of experience in public accounting (CPA not required)
• Experience using QBO and/or Xero
• Experience with financial reporting
• Understands, oversees, and reviews the information gathering of the 1099 reporting process
• Demonstrated success in preparing and presenting accounting client deliverables
• Excellent communication skills, including the ability to articulate financial information
• Experience leading and mentoring other team members
• Technical training abilities

• A people-centered culture, with fun, included among our core firm values
• A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
• A fast track to leadership and influence for those who pursue it
• Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, paid holidays, flexible work arrangements, and paid leave.

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