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, non-profits, unique reporting requirements, etc.)
Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed to keep work progressing
Answer general accounting and software questions and take on more complicated accounting work, escalating as needed
Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
Review, establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
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

Bachelor’s degree in accounting or related field preferred.
2–4 years of experience in accounting, bookkeeping, or a related field required.
Experience within a CPA firm environment is strongly 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.com is 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

Senior Associate, Client Accounting Services – Not for Profit

Key skills