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Senior Associate in Accounting Services

2 months ago

Dallas, Texas, United States Calvetti Ferguson Full time

Position Overview:

We are seeking a Senior Associate in Accounting Services to enhance our team. This role is pivotal in delivering high-quality accounting solutions.

  • Client Focus: Collaborate closely with family offices to meet their unique accounting needs.
  • Accounting Processes: Ensure timely and accurate completion of periodic accounting tasks.
  • Financial Analysis: Conduct thorough account reconciliations, balance sheet assessments, and profit & loss evaluations.
  • Engagement Management: Effectively manage multiple projects with competing timelines.
  • Skills Required: Exhibit strong interpersonal abilities, critical thinking, and problem-solving skills.
  • Educational Background: A Bachelor’s degree in accounting is mandatory.
  • Experience: A minimum of 3-5 years in the accounting field is essential.
  • Certification: CPA certification is preferred.
  • Technical Proficiency: Must be proficient in Microsoft Excel and Quickbooks; familiarity with Sage and Dynamics is advantageous.
  • Accounting Exposure: Knowledge in tax, investment, equity, and trust accounting is beneficial.

About Calvetti Ferguson:

Calvetti Ferguson is a premier accounting firm committed to delivering outstanding service to our clients. We pride ourselves on our professional team and the positive impact we make in the accounting sector.