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Accounting Professional

2 months ago

Denver, Colorado, United States Jobot Full time
Job Summary

We are seeking a highly skilled and detail-oriented Accounting Analyst to join our team at Jobot. As an Accounting Analyst, you will be responsible for tracking and analyzing large volumes of financial data, managing AP/AR/Payroll, and reporting on various bank and brokerage accounts and complex financial investments.

Key Responsibilities:
  • Perform daily tasks such as data entry, record-keeping, and follow-up with clients and third parties.
  • Maintain entries in QuickBooks Online and our performance reporting software, ensuring accurate categorization and documentation.
  • Generate monthly, quarterly, annual, and ad hoc P&L, Balance Sheet, and miscellaneous reports for individuals and entities.
  • Manage client bill pay requests using to ensure timely and accurate payments.
  • Establish new bill pay accounts, set up auto payments, and monitor activity to prevent errors.
  • Reconcile bank accounts, retrieve statements, and maintain filing integrity.
  • Update and track changes to client net worth statements using reporting software.
  • Analyze large datasets, verify accuracy, correct discrepancies, and eliminate duplications.
  • Assist in client meeting preparation and follow-up by issuing reports and completing relevant tasks.
  • Perform complex cash flow and financial planning analyses.
  • Coordinate with vendors, bank representatives, accountants, and other third parties.
  • Manage payroll for clients' household employees, entity employees, and independent contractors.
  • Prepare and distribute tax forms such as 1099, 1098, and 1096.
  • Complete special projects as requested.
Requirements:
  • Bachelor's degree in Accounting or a related field.
  • Strong bookkeeping skills, including data entry, account reconciliation, and accurate documentation.
  • 2+ years of experience with QuickBooks Online and associated apps (e.g.,, MoneyThumb Slick Connect).
  • Understanding of CPA requirements for quarterly estimated payments and tax return preparation.
  • Knowledge of partnership accounting, book vs. tax differences, and estate planning mechanisms.
  • Experience with AR/AP for individuals, families, and entities (LLCs, trusts, etc.), including vendor account management.
  • Strong grasp of individual and family finances, including budgeting, bill pay, loan/investment mechanics, and cash flow management.
  • Basic understanding of payroll processes, including tax filings for household employees, entities, and contractors.
  • Excellent verbal and written communication skills.
  • Analytical, detail-oriented, organized, and diligent with follow-up.
  • Proactive, self-motivated, and capable of working independently.
  • Ability to handle sensitive and confidential information.
  • Proficiency with Microsoft Office Suite and Mac-based hardware/software.
  • Comfortable using databases and the Internet for research and tasks.
What We Offer:
  • Full-time position.
  • Computer equipment provided.
  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health insurance and Simple IRA.