Lead Financial Accountant
4 weeks ago
Position Summary: The Lead Financial Accountant is responsible for delivering comprehensive client accounting services, which encompass bookkeeping and payroll management, alongside the preparation of individual and corporate income tax returns. The ideal candidate should possess the ability to operate independently while demonstrating a commitment to enhancing their skill set and achieving defined objectives within our client accounting services.
Key Responsibilities:
· Bookkeeping and Payroll Management
o Develop and maintain professional relationships, serving as the primary contact for clients
o Execute monthly bookkeeping tasks utilizing QuickBooks Online
o Process and review payroll through Gusto
o Complete annual 1099 submissions
o Prepare Sales & Use tax returns
o Facilitate the onboarding process for new clients
o Ensure timely and accurate completion of all client deliverables
o Assist in the review and cleanup of client books prior to tax filing
o Guide clients in transitioning to updated accounting and payroll systems
· Tax Preparation – 1040, 1041, 1120S, 1065, 1120, and 990
Required Skills:
· Strong written and verbal communication abilities
· Exceptional customer service skills, characterized by patience and attentiveness
· Excellent organizational, planning, and decision-making capabilities
· High level of accuracy and meticulous attention to detail
· Proficient in managing multiple tasks and prioritizing effectively in a fast-paced environment
· Strong technological aptitude with a willingness to learn new software
· Proficient in Microsoft Office suite, Adobe, UltraTax, QuickBooks Online, and Gusto
Qualifications:
· Minimum of 3 years of accounting experience
· Associate or bachelor's degree in accounting or a related discipline
· Familiarity with QuickBooks Online is essential
· Experience with Gusto is advantageous
Work Schedule:
· Full-time position with a standard workweek of 40 hours
· Flexibility in hours during off-peak seasons, including potential half-day Fridays
· Opportunities for remote work arrangements available
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