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Accountant - Financial Services Specialist
2 months ago
Job Summary:
We are seeking a highly motivated and experienced Accountant specializing in Client Bookkeeping to join our dynamic finance team. This is a hybrid role, offering the flexibility of working from home with occasional visits to the office.
Key Responsibilities:
- Perform daily bookkeeping duties including recording transactions, maintaining financial records, and managing accounts payable and accounts receivable.
- Utilize accounting software such as Sage and Quickbooks to manage financial data and processes.
- Ensure compliance with Generally Accepted Accounting Principles (GAAP) in all tasks.
- Prepare and process payroll, ensuring accuracy and timely distribution.
- Calculate, prepare, and submit sales tax returns in a timely and accurate manner.
- Conduct monthly, quarterly, and annual reconciliations of all accounts to ensure their accuracy.
- Prepare financial reports for clients, providing insights and recommendations based on financial analysis.
- Assist in the development and implementation of accounting policies and procedures to improve efficiency and effectiveness.
- Liaise with clients to address any financial inquiries, issues, or discrepancies.
- Collaborate with the finance team on budget preparation and financial planning.
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum of 5 years of experience in accounting or bookkeeping, preferably in a client-facing role.
- Proficiency in using accounting software such as Sage and Quickbooks.
- Solid understanding of GAAP accounting principles and practices.
- Experience in managing accounts payable, accounts receivable, payroll, and sales tax.
- Strong skills in financial analysis and reporting.
- Excellent attention to detail and accuracy in performing financial tasks.
- Strong communication skills, with the ability to interact effectively with clients and team members.
- Ability to handle multiple tasks, prioritize effectively, and meet deadlines.
- Strong problem-solving skills and the ability to take initiative in resolving issues.
- Professional certification such as CPA is a plus.