Financial Services Professional

1 week ago


Fraser, Michigan, United States Platform Accounting Group Full time
Job Summary

We are seeking a highly skilled Financial Services Professional to join our team as an Accounting and Advisory Specialist. This is a key role that involves performing accounting and business advisory services for clients across various industries.

As a member of our team, you will have the opportunity to work with a rapidly growing professional services firm that provides tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners.

The ideal candidate will possess 3-5 years of professional accounting experience, preferably in a firm or across multiple clients and industries. They will have superior accuracy and technical expertise, knowledge of client industries, excellent communication, attention to detail, and strong analytical skills.

The salary for this position is estimated to be around $65,000 - $90,000 per year, depending on experience. Our benefits package includes ongoing informal and formal training and development, very competitive compensation, 401(k) and medical benefits, and firm-sponsored continuing education.

Responsibilities
  • Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries.
  • Perform complex adjustments and reconciliations on books; clean-up of accounting systems and records.
  • Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP.
  • Propose and setup accounting systems and services for new clients.
  • Record and report fixed assets and personal property.
  • Utilize strong industry knowledge and research abilities to provide high-level service on complex projects.
  • Proactive risk and compliance assessments, and best practice recommendations to clients.
  • Oversee and review work from entry-level staff.
  • Manage competing priorities and ensure timely completion of projects and adherence to deadlines.
  • Develop relationships with clients and gain understanding of their finances and businesses.
  • Interpret financial reports provided by clients, and within accounting software.
Requirements
  • 3-5 years professional accounting experience, preferably in a firm or across multiple clients and industries.
  • Superior accuracy and technical expertise, knowledge of client industries.
  • Excellent communication, attention to detail, strong analytical skills.
  • Expert use of accounting software & systems, and ability to learn new systems quickly.
  • Excellent customer service and interpersonal skills.
  • Proactive problem-solving and project management.
  • Bachelor's degree required, Master's Degree preferred.
  • CPA preferred.


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