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Accounting Professional
2 months ago
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.
- 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.
- Full-time position.
- Computer equipment provided.
- Competitive salary commensurate with experience.
- Comprehensive benefits package, including health insurance and Simple IRA.