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Client Accounting Services Manager

2 months ago

Oregon, United States Sansiveri, Kimball & Co., LLP Full time

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bookkeeping services to a variety of clients from different industries. Small to medium sized businesses Industries include construction, manufacturing, not-for-profit, professional services, and retail Responsible for oversight, account management and accuracy of financial records Oversee, produce, and present financial statements and results Develop and maintain insightful analytical reports Drive the implementation of best practices and efficiencies. Timely responsiveness to client inquiries Develop and maintain strong relationships with client personnel Proactively work with CPA for tax planning and preparation support Posting transactions to the general ledger system Monthly bank reconciliations Month-end and year-end close Budget to actual and other analyses Reconciling third-party service provider reports to the general ledger Cash disbursements process including processing payments for approved invoices Accounts receivable function including issuing invoices and applying cash receipts Processing payroll utilizing client’s third-party processor Team Oriented Maintain strong communication with others with the CAS Team Support other members of the CAS Team and Sansiveri Support Tax Department by providing tax preparation work for mutual CAS and other clients Perform various other duties to support the continued growth and success of the CAS Team Required A minimum of 3 years of experience in performing CAS related work

OR

4 – 5 years of public / industry accounting experience Ability to manage multiple projects Ability to meet multiple deadlines in a timely fashion Ability to work well in a team environment Proficient in QuickBooks Online Proficient in Microsoft Word, Excel, Outlook Ability to learn and utilize various software, as necessary Preferred Proficient in QuickBooks Desktop Bachelor’s degree in accounting CPA license Firm Overview: Sansiveri has recently been recognized as one of the “2024 Best Places to Work” by Providence Business News and Best Companies Group. We continually rank as one of the top 100 Accounting Firms to Work For in the United States since 2013 as published annually by

Accounting Today . We are also a nine-time recipient of the When Work Works/Alfred P. Sloan Award for Workplace Flexibility – this award ranks our Firm in the top 20% of employers nationally in terms of programs, policies, and culture for creating an effective and flexible workplace. Sansiveri offers a highly professional and employee-friendly workplace with a competitive salary, comprehensive benefits, remote work options, flexible schedules, and opportunities for career growth and advancement. ” Our firm's reputation depends on the caliber of our people. It’s in our nature to grow from within and do whatever possible to nurture and retain the best of the best.

Paid Holidays Paid PTO Half-Day Fridays Wellness Programs Tuition Assistance CPA Exam Bonus We take care of our people by providing a comprehensive compensation package.

Health Insurance

– Sansiveri offers a choice of comprehensive medical and prescription drug plans available to eligible employees on the first day of the month following their date of hire.

Dental Insurance

– Sansiveri contributes toward voluntary dental coverage available to employees on the first day of the month following their date of hire.

401(k) Retirement Savings Plan

– Our plan, managed by Fidelity Investments, offers you the opportunity to save toward your retirement on both a pre-tax and post-tax (ROTH) basis, as well as a discretionary company match contribution.

Flexible Benefits Plan (Section 125)

– Employees can contribute pre-tax earnings toward health premiums, health care related costs, and dependent care costs, through payroll deduction.

Half-day Fridays

– Sansiveri offers summer hours on Fridays (8:30 a.m. – 12:30 p.m.) beginning on the first Friday after Memorial Day and ending on the Friday before Labor Day

Tuition Assistance

– We offer tuition assistance to employees who are obtaining the credits needed to meet the 150 hours required for CPA certification or working towards an MST. Our professionals may also receive assistance in obtaining a certification/designation in a specialized area after their completion of the CPA exam.

Direct Deposit

– Employees may elect to use direct deposit for their semi-monthly paychecks.

Group Life Insurance

– Sansiveri provides life insurance to employees at no cost. This coverage begins the first day of the month following their date of hire.

Group Long Term Disability Insurance

– Sansiveri provides long term disability insurance to employees who work at least 20 hours per week at no cost. This coverage begins the first of the month following four months of employment.

Paid Time Off (PTO)

– Full-time employees are eligible for PTO, which begins accruing on a monthly basis on the first day of employment.

Holidays

– Full-time employees enjoy 11 paid holidays a year, which are announced by partners at the beginning of each new calendar year.

CPA Exam Policy

– Our professionals receive paid time-off to take the CPA exam. In addition, employees are eligible for assistance towards the purchase of review packages for the CPA exam, paid study time (as workload permits), and at the completion of the CPA exam.

Client Lead Program

– Sansiveri will pay a bonus to employees for expected recurring services, which have resulted from a newly cultivated referral source. Under this program, an employee will receive 10% of amounts billed and collected for the first year services and 5% for the second year services where they have provided a lead for acquiring a new client for the firm.

Aflac

– Employees have the option of purchasing from a selection of individually owned policies that are designed to help employees manage the out-of-pocket expenses associated with medical care.

Wellness Initiative

– Employees have the opportunity to participate in health & wellness incentives including 5K runs, yoga, healthy foods, flu shot clinics, Fitbit incentives and challenges, and more.

Break new ground. Join a team where you can apply your talents to help support and revitalize influential clients who are defining the future. Your tomorrow depends on where you decide to go to today.

This is who we are, and what we're made of

Since 1975, Sansiveri has been providing audit, accounting, forensic, financial planning, valuation, tax, strategic planning, and business counsel to businesses and their management teams throughout Southeastern New England.

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