Senior Accounting Specialist

We are a dynamic, growing CPA firm seeking an experienced Senior Accounting Specialist to join our collaborative environment. This is a key role for a motivated individual who thrives in a multi-client setting and is passionate about mentoring and developing others. Given the right skill set and experience, this role will eventually have an opportunity to manage our accounting department

Key Responsibilities:

• Mentor and provide guidance to bookkeeping specialists, supporting their professional growth and ensuring high-quality work.
• Review and analyze GAAP and other comprehensive basis of accounting financial statements prepared by bookkeeping specialists on a monthly, quarterly, and annual basis.
• Have hands on input and participation in the shifting bookkeeping environment with the use of AI and other technologies, help to upskill our team.
• Manage and maintain your own portfolio of client books, ensuring accuracy, timeliness, and compliance with relevant standards.
• Reconcile bank statements, credit card accounts, and third-party transactions, ensuring all records are accurate and up to date.
• Work extensively with QuickBooks, Xero, and other accounting software platforms to manage client accounts.
• Utilize Google Sheets, Google Docs, Microsoft Excel, and Word, PDF writer for reporting, analysis, and documentation.
• Collaborate closely with CPAs and other team members to deliver the highest level of service and care to our clients.
• Handle multiple client accounts simultaneously, demonstrating strong organizational and time management and effective communication skills.
• Identify process improvements and contribute to the development of best practices within the firm.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 7 years of experience accounting, with a strong background in client bookkeeping and financial statement preparation. Public accounting experience is preferred.
• Proficiency with QuickBooks Online, Xero, and other accounting software.
• Advanced skills in Google Workspace (Sheets, Docs) and Microsoft Office (Excel, Word).
• Demonstrated ability to mentor and lead.
• Strong analytical, organizational, and communication skills.
• Strong time management skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience working with a variety of clients and industries is preferred.
• CPA or progress toward CPA designation

What We Offer:

• Collaborative and supportive team environment.
• Opportunities for professional growth and advancement.
• Exposure to a diverse client base and a wide range of accounting challenges.
• Competitive compensation and benefits package.
• Flexible work arrangements and a commitment to work-life balance.

If you are a detail-oriented accounting professional who enjoys mentoring others and delivering exceptional client service, we encourage you to apply. Please submit your resume and a cover letter outlining your relevant experience and why you are a great fit for our team.

We are an equal opportunity employer and value diversity at our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Application Question(s):

• Are you willing to undergo a background check?
• How many years of public accounting experience do you have?
• What kind of role are you seeking, 100% remote, hybrid or in office?

Education:

• Bachelor's (Required)

Experience:

• QuickBooks: 5 years (Required)
• Bookkeeping: 7 years (Required)

Work Location: In person