Financial Specialist
4 days ago
We are seeking a highly organized, detail-oriented Financial Specialist to join our growing team at Olsen Accounting. In this role, you will manage accounting clients, maintain financial records, assist with tax preparation and compliance, and ensure accurate financial reporting. This is an excellent opportunity for someone with an accounting background, an understanding of tax preparation and a desire to contribute to the success of a dynamic organization.
This position offers a competitive salary range of $60,000 - $80,000 per year, depending on experience and qualifications.
Key Responsibilities:
- Maintain accurate and up-to-date financial records, including general ledger entries, account reconciliations, and monthly/year-end closing processes for numerous clients in various industries.
- Prepare journal entries and review accounts payable/receivable, ensuring that all transactions are recorded correctly.
- Assist with payroll processing, including related tax filings and compliance.
- Prepare monthly, quarterly, and annual financial statements (balance sheet and income statement) including supporting workpapers.
Required Skills & Qualifications:
- Education & Experience:
- Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience).
- 2-5 years of experience in accounting, bookkeeping, or tax preparation.
- Strong knowledge of accounting principles and tax laws (federal and state).
- Experience with tax preparation software (e.g., Intuit ProConnect, Drake, or similar) and accounting software (e.g., QuickBooks, QBO, Xero, Blackbaud/Financial Edge or similar).
- Technical & Analytical Skills:
- Proficient in Microsoft Excel, Word, and accounting software.
- Strong analytical skills with the ability to prepare, interpret, and analyze financial data.
- Attention to detail and accuracy in financial reporting and documentation.
- Communication & Organizational Skills:
- Excellent written and verbal communication skills to interact with clients and internal teams.
- Strong organizational skills, with the ability to manage multiple priorities and deadlines.
- Regulatory & Tax Knowledge:
- Familiarity with tax laws at the federal and state levels.
- Knowledge of accounting/bookkeeping best practices.
- Problem-Solving Ability:
- Ability to identify and resolve accounting discrepancies and financial issues in a timely and efficient manner.
Benefits:
- Growth Opportunities:
- As a member of our team, you will have opportunities for continued learning and career development, including mentorship and professional certifications.
- Collaborative Environment:
- Join a supportive team that values communication, collaboration, and continuous improvement.
- Competitive Compensation:
- We offer a benefits package and a flexible work environment to support your professional and personal life.
- Impactful Work:
- Play a key role in maintaining financial accuracy, supporting tax compliance, and contributing to the financial health of our client base.
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