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Principal Financial Accountant

2 months ago

Broken Arrow, Oklahoma, United States inTulsa Full time
Company Overview

InTulsa is collaborating with Next Gen Tax to identify candidates for a rewarding opportunity in the accounting sector.

Position Overview

This role is designed for individuals who are already located in Tulsa or are willing to relocate. At NextGen, we prioritize our clients' businesses as if they were our own.

Our team comprises a diverse group of professionals, including CPAs, MBAs, and attorneys, all dedicated to empowering our clients to build their financial legacies.

Key Responsibilities

As a Senior Financial Accountant, you will be integral to our operations:

  • Client Portfolio Management: Oversee a designated portfolio of clients, supervising a team of two staff accountants to ensure their ongoing needs are met.
  • Financial Reporting: Conduct detailed reviews of monthly financial statements prepared by your team for accuracy and completeness.
  • Client Interaction: Act as the primary accountant for client inquiries that exceed the capabilities of the bookkeepers you supervise.
  • Financial Analysis: Utilize software to perform routine financial analyses for select clients and present your findings effectively.
  • Project Management: Ensure that ongoing services and special projects are delivered on time and within budget.
  • Accounting Clean-Up: Review existing accounting records to identify and address any necessary clean-up tasks.
  • Client Onboarding: Lead initial meetings with new clients to establish expectations and explain the reporting cycle.
Essential Qualifications

The ideal candidate will possess:

  • A bachelor’s degree in Accounting or Business.
  • Over five years of relevant work experience.
  • A proven track record of timely and budget-conscious project completion.
  • Strong communication skills to foster relationships both internally and externally.
Desired Skills

We are looking for someone who is:

  • Experienced: Familiar with accounting services for multiple small businesses, with public accounting experience being a plus.
  • Knowledgeable: Well-versed in accounting and bookkeeping best practices.
  • Organized: Capable of managing multiple clients and coordinating work to ensure timely project completion.
  • Relationship-Oriented: Able to build strong, personal connections with clients, becoming a trusted advisor.
  • Detail-Oriented: Committed to accuracy and precision in all tasks.
  • Communicative: Proficient in professional communication, both written and spoken.
  • Tech-Savvy: Comfortable with computers and adept at learning new systems, particularly QuickBooks Online.
  • Adaptable: A quick learner who can navigate diverse client processes and requirements.
Why Join Us?

Be part of a team that is poised to disrupt the accounting and tax industry. You will have the opportunity to work on meaningful projects that contribute to the success of our clients and the firm. Enjoy a flexible work schedule after the initial onboarding period and the chance to grow professionally as our firm expands.

If you resonate with our mission and are ready to embrace new challenges, we would love to hear from you.