Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Serve as a key member of the Client Accounting & Advisory Services team, providing accounting, financial reporting, and advisory support to clients across the professional services sector, including real estate, healthcare, legal, and renewable energy organizations.
- Prepare, review, and analyze monthly, quarterly, and annual financial statements, ensuring accuracy, completeness, and timely delivery to clients.
- Manage month-end and year-end close processes, including account reconciliations, journal entries, variance analysis, and financial reporting.
- Act as a primary day-to-day contact for assigned clients, fostering strong relationships through proactive communication and exceptional client service.
- Collaborate closely with U.S.-based and offshore team members to coordinate workflows, manage priorities, and ensure high-quality deliverables.
- Review work prepared by associates and offshore accounting professionals, providing constructive feedback, coaching, and technical guidance.
- Support client onboarding, accounting clean-up projects, process improvements, and implementation of best practices.
- Utilize and optimize accounting technology platforms including QuickBooks Online, Xero, Bill.com, Ramp, payroll systems, and other cloud-based applications.
- Assist clients with financial analysis, KPI reporting, budgeting support, cash flow monitoring, and business performance insights.
- Identify opportunities to streamline accounting processes, improve efficiencies, and enhance the client experience through technology and automation.
- Prepare supporting schedules and documentation for audits, tax engagements, and other client reporting requirements.
- Maintain organized workpapers and ensure compliance with firm standards, accounting principles, and internal quality expectations.
- Participate in team training, knowledge sharing, and continuous improvement initiatives.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- 3–5 years of accounting experience within public accounting, client accounting services, outsourced accounting, or a combination of public and industry experience.
- Prior public accounting experience strongly preferred.
- Demonstrated experience preparing and reviewing financial statements for multiple clients or entities.
- Advanced proficiency with QuickBooks Online and Xero required.
- Experience with Bill.com, Ramp, and payroll systems strongly preferred.
- Experience with NetSuite and/or Sage Intacct is a plus.
- Strong understanding of month-end close, account reconciliations, financial statement preparation, and financial analysis.
- Proven ability to manage competing priorities and consistently meet deadlines in a fast-paced environment.
- Excellent verbal and written communication skills with the confidence to work directly with clients.
- Experience collaborating with offshore teams and leveraging distributed resources is highly preferred.
- Strong attention to detail, organizational skills, and commitment to accuracy.
- Positive, team-oriented attitude with a willingness to support colleagues and contribute to a collaborative culture.
- Ability to identify issues, think critically, and develop practical solutions for clients.
- Demonstrated commitment to continuous learning, process improvement, and technology adoption.
- Industry experience in professional services, including real estate, healthcare, legal, renewable energy, or related sectors is a plus.
Ready to Apply?
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