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Accounting Specialist

2 months ago


Orangeburg, New York, United States Platform Accounting Full time

Job Type:

Full-time

Position Overview:

The Financial Consultant plays a crucial role within our organization. In this capacity, you will deliver accounting and financial advisory services to a diverse range of clients across various sectors. Our mission is to cultivate enduring partnerships by offering exceptional service and oversight to our clients, while ensuring a premier experience for every member of our team.

About Us:

Platform Accounting Group is a swiftly expanding professional services firm that provides tax, accounting, assurance, IT consulting, and is on the verge of introducing wealth management services tailored for small and medium-sized enterprises and their proprietors. With 28 offices spanning 11 states and ambitious growth plans ahead, we recognize that each employee has unique requirements. Our distinctive business model enables more adaptable work arrangements than many firms can provide. Experience a professional and vibrant work atmosphere while prioritizing work/life balance.

Key Responsibilities:

  • Execute general accounting tasks, including transaction entry and reconciliation of general ledger, credit card, and cash accounts; propose and document journal entries.
  • Conduct intricate adjustments and reconciliations on financial records; rectify accounting systems and documentation.
  • Leverage accounting software and systems to generate financial reports, ensuring compliance with accounting standards such as GAAP.
  • Recommend and establish accounting systems and services for new clientele.
  • Document and report on fixed assets and personal property.
  • Utilize extensive industry knowledge and research skills to deliver high-quality service on complex assignments.
  • Perform proactive risk and compliance evaluations, along with best practice suggestions for clients.
  • Supervise and review the work of entry-level personnel.
  • Balance competing priorities and guarantee timely project completion while adhering to deadlines.
  • Build relationships with clients to gain insights into their financial situations and business operations.
  • Analyze financial reports provided by clients and within accounting software.
Qualifications:
  • 3 - 5 years of professional accounting experience, ideally across multiple clients and industries.
  • Exceptional accuracy and technical proficiency, with knowledge of client sectors.
  • Strong communication skills, attention to detail, and analytical capabilities.
  • Proficient in accounting software and systems, with a quick learning ability for new technologies.
  • Outstanding customer service and interpersonal abilities.
  • Proactive in problem-solving and project management.
  • Bachelor's degree required; Master's degree preferred.
  • CPA designation preferred.
Benefits:
  • Significant opportunities for career advancement within a rapidly growing professional services firm.
  • Continuous informal and formal training and development.
  • Highly competitive compensation package.
  • 401(k) plan and medical benefits.
  • Firm-sponsored continuing education opportunities.