Accounting Manager
3 weeks ago
We are seeking an independent, self-motivated individual to take on the role of client manager, overseeing all aspects of client relationships. This person should be comfortable engaging with clients on a regular basis, providing guidance on the financial implications of significant business decisions through phone calls and celebrating their successes through in-person meetings.
The ideal candidate will thrive in a dynamic environment where each client and day presents new and diverse challenges and should possess:
- Attention to detail necessary to review staff-prepared journal entries, while maintaining a broad perspective to effectively communicate financial statements to clients
- Building strong, collaborative relationships with colleagues and clients
- Contributing creative ideas and insights and embracing the challenge of maintaining high standards for success
- Actively teaching and training the engagement team this position leads to produce accurate deliverables
- An Entrepreneurial Spirit
FOR CONSIDERATION, YOU MUST COMPLETE THIS SURVEY:
Responsibilities:
- Providing exceptional client service through communication, a sense of urgency and commitment to quality and timely completion of duties
- Delegation of responsibilities to 3 support staff, including follow up to ensure timely & accurate completion in accordance with associated budgets
- Review of staff and senior level work, including general ledger transactions, adjusting journal entries, prepared financial statements, account reconciliations, and depreciation schedules
- New client on-boarding, staff training, and prioritization of tasks for client support team
- Preparation and review of financial statements
- Software implementation and/or conversion
- Entering general ledger transactions and adjusting journal entries accurately
- Balance sheet account reconciliation (or review)
- Fixed asset and depreciation schedule maintenance
- Bill payment processing
- Sales and use tax calculations and compliance
- Payroll processing, calculations, and compliance
- Monthly Close
- Client Audit Support
- Completion of Culture Index Survey, linked above. Candidates that do not complete a survey will not be considered
- Five to seven years accounting experience, including 3 years in public accounting. Experience with accounting for day spa clients is a plus.
- Experience with management or supervision of accounting teams
- A Bachelor of Science degree or associates degree in accounting or a related field
- Relevant software experience - QuickBooks required (Xero, ACS or CSA, T-Sheets, Expensify and Bill.com, Zenoti preferred)
- CPA license preferred or actively pursuing licensure
- Excellent Microsoft Office Suite skills -- specifically Excel and Outlook
- Strong interpersonal and communication skills (verbal and written) to enable effective interaction with all levels of personnel
- Strong work ethic and attention to detail
- Expert at decreasing monthly close time
- Strong analytical, problem-solving, and organizational skills
- Display appropriate ethical knowledge through extraordinary confidentiality, integrity and professional presentation and conduct
- Ability to work effectively both within a team environment and independently
- An attitude of continuous improvement
Work Environment Overview
Casual but professional office environment, work/life integration, client contact, award winning culture. Colorado Casual dress code. The position is full time M-F.
Annual base compensation: $$110k-$120k with semi-annual performance bonuses.
Benefits: Group medical/dental, 401k with company match, generous PTO/company holidays, wellbeing and mental health program. The office is in Littleton, CO and flexible/hybrid work schedules are available. The position reports to the Client Advisory Services Partner.
WhippleWood CPAs is an Equal Opportunity Employer.
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