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Senior Financial Accountant

2 months ago

Dallas, Texas, United States Frontline Source Group Full time
Job Overview:
Our client, a prominent firm in the financial services sector, is seeking a skilled Accountant for a Direct Hire opportunity with a hybrid work model.

Company Overview:
This well-established Public Accounting and Wealth Management Firm provides comprehensive services to affluent individuals and families.

Role Responsibilities:
This senior-level position is responsible for overseeing a team engaged in various accounting functions, including but not limited to:
  • Preparation of Financial Statements
  • Payroll Tax Reporting
  • Budget Development
  • Statement Reconciliation
  • Debt Management
  • Bookkeeping
  • Consulting on QuickBooks
  • Setting up Computer Software
Additionally, the Accountant will:
  • Enter, reconcile, and maintain financial records for diverse clients.
  • Record journal entries and reconcile bank accounts.
  • Generate financial reports and assist with payroll processing.
  • Engage directly with clients to address inquiries.
  • Input client data into QuickBooks.

Payroll Reporting Duties:
The Accountant will be responsible for:
  • Preparing quarterly and annual payroll reports, including federal and state filings.
  • Financial statement preparation and reconciliations.
  • Client interaction regarding QuickBooks and payroll queries.
  • Updating asset and depreciation schedules.
  • Assisting in the preparation of work papers and journal entries.

Regular communication with supervisors regarding assignments and scheduling is essential, along with the flexibility to work overtime during peak periods.

Candidate Profile:
The ideal candidate will possess:
  • A Bachelor's degree in Accounting, Finance, or a related discipline.
  • A minimum of 5 years of relevant experience, with a preference for CPA certification.
  • Proficiency in QuickBooks, with QuickBooks Pro Advisor certification viewed as a significant advantage.
  • A thorough understanding of accounting principles and tax regulations.
  • Familiarity with Microsoft Excel, Word, and Outlook; knowledge of Lacerte tax software is beneficial.
  • Strong communication skills and the ability to foster positive relationships with colleagues and clients.
  • The capability to thrive in a fast-paced, collaborative environment while consistently meeting deadlines.

Benefits Offered:
  • Hybrid Work Opportunity
  • Medical, Dental, and Vision Plans
  • Vacation Accrual
  • Holiday Pay for all major holidays

Equal Opportunity Statement:
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.

Disclaimer:

Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted.

If you ever doubt the validity of our job postings, we encourage you to contact one of our branch locations to verify the status of any job.

Job Requirements: A degree, a minimum of 5 years of experience in Accounting, tax review experience, and proficiency in QuickBooks are essential.