Develops and strengthens long-term relationships with clients
Assists in implementing new client processes
Assists with client onboarding in compliance with the Outsourced Finance and Accounting Services (OFAS) standard onboarding process
Train and assist OFAS associates with regards to accounting services for clients
Prepare and review workpapers, entering transactions into accounting system
Perform monthly financial statement reconciliations
Prepare engagement correspondence with the client
Troubleshoot issues that arise with staff and the client
Identify and escalate tasks or client requests not identified on the client work instructions to the Director or Manager
Complete assigned jobs within the targeted budget
Ensure on time delivery regarding internal and external deadlines
Run custom financial reports on a regular basis at request of internal or external customers
Recommend opportunities for improvement of client’s processes
Maintenance of standard processes and procedures
Direct contact with 3rd party vendors for routine client account and support matters
Adopt and champion the OFAS standard processes and procedures
Serve as liaison between the client and tax team to assist in information gathering
Become familiar with the firm's and the OFAS practice policies and procedures

Ability to learn new skills quickly and adapt easily
Adapts easily to learning new software applications
Efficient entry of transactions with average or above-average data entry time realizations and rates of accuracy
Prefer accounting background or experience in the transportation industry
Prefer bachelor’s degree in accounting
Minimum of 3 years accounting services experience related to financial statement reconciliations including accounts payable, accounts receivable, payroll, and month-end financial statements/general ledger through trial balance
Knowledge and experience with various software packages possessing the ability to easily learn new software applications
Position will work primarily with QuickBooks Online, QuickBooks Desktop, Bill.com, a variety of payroll providers, Microsoft Office applications including Teams
Has obtained applicable software certifications
Attention to detail with the ability to multitask
Project management skills are critical
Client-centric approach to all matters
Team player approach to allow for cross-functional assignments
Excellent verbal and written communication skills via telephone, video, and email
Works with confidential client matters requires the ability to maintain confidentiality.

Senior Associate, Accounting Services – Transportation

Key skills