Senior Associate, Client Accounting Services – Small Business, Sage Intacct

Role Overview

• Provide accounting related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
• Support team where needed in accomplishing client deliverables
• Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple
• entities, unique reporting requirements, etc.)
• Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
• Answer general accounting and software questions and begin to help Controller by taking on more complicated accounting work, escalating as needed
• Oversight of Associate Accountants on client engagements and review of related Associate deliverables
• Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
• Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
• Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
• Execute on defined processes and procedures and share ideas or recommendations for improvements
• Maintain and expand knowledge base of accounting principles and practices
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager

Requirements

• Bachelor’s degree in accounting or related field preferred.
• 2-4 years of experience in accounting, bookkeeping, or related field desired.
• Professional services experience, preferred.
• Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
• Experience in QuickBooks, Sage Intacct, BILL, Ramp, NetSuite and/or Expensify a plus
• Experience and knowledge working within MS Office Suite
• Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
• Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
• Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
• Strong adaptability and multi-tasking skills
• Ability to learn new technology and processes quickly
• Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
• A desire to work independently with clients
• Ability to work limited overtime as needed.

Benefits

• comprehensive compensation and benefits package