Key skills
RLeadershipCommunicationSales
About this role
Role Overview
- Own full month-end close for assigned clients
- Prepare journal entries (accruals, deferrals, reclasses, payroll, intercompany)
- Complete balance sheet reconciliations (cash, AR, AP, credit cards, loans, prepaids, fixed assets, accruals, deferred revenue)
- Perform P&L reviews and variance analysis
- Maintain standardized close checklists and workpapers
- Review and post payroll entries (wages, benefits, employer taxes)
- Reconcile payroll reports to the GL
- Map GL accounts between payroll systems and QuickBooks
- Apply basic sales and use tax principles for proper transaction coding
- Coordinate with external payroll or sales tax providers as needed
- Build and maintain structured A/P and A/R workflows
- Review staff-level processing for accuracy and classification
- Manage vendor and customer records, payment terms, and aging reports
- Ensure processes align with internal controls and documentation standards
- Support revenue recognition for service-based businesses
- Reconcile unbilled revenue, WIP, and deferred revenue
- Align project hours, fees, and change orders with accounting records
- Prepare draft monthly and quarterly financial statements under U.S. GAAP
- Complete budget-to-actual and period comparisons
- Summarize key drivers and insights for internal leadership and clients
- Act as day-to-day accounting contact for assigned clients
- Communicate timelines, issues, and deliverables clearly
- Provide guidance to junior accountants and review selected work
Requirements
- Bachelor’s degree in Accounting or Finance
- 4–7 years of progressive accounting experience
- Strong understanding of U.S. GAAP, accrual accounting, payroll accounting, and core financial statements
- Experience in multi-client or consulting environments preferred
- Advanced QuickBooks Online (QBO ProAdvisor or willing to obtain within 90 days)
- Experience with Bill.com, Gusto, ADP, or similar tools
- Strong Excel or Google Sheets skills (Excel certification preferred)
- Experience mapping GL accounts between payroll and accounting systems
- Familiarity with sales tax concepts
- Excellent English communication (C1/C2)
Benefits
- Health insurance
- Flexible work arrangements
- Professional development