We are seeking a dedicated and experienced Senior Accountant to join our growing Client Accounting and Advisory Services (CAAS) team, providing comprehensive accounting services, advisory support, and operational solutions to enhance business efficiency.
Requirements
- Record transactions from banks and/or other third-party applications with knowledge of client operations
- Code clients' vendor invoices for payment and to optimize cash flow
- Reconcile balance sheet accounts, including bank accounts, accounts payable, accounts receivable, and other financial statement accounts
- Lead the onboarding and accounting software setup for new clients
- Prepare, understand and review financial statements
- Understand and explain accounting issues, financial impacts, and other operational challenges in a variety of industries we serve
- Identify opportunities for clients to optimize their financial and operational performance with senior members of the team
- Assist clients with budgeting, forecasting and financial analysis
- Prepare and review sales tax, payroll tax, and property tax returns
- Develop strong client relationships, offering tailored solutions to meet each client's unique needs with senior members of the team
- Communicate effectively with clients to provide status updates, answer inquiries, and resolve issues
- Serve as point of contact for clients, ensuring timely and accurate delivery of services
- Collaborate with internal teams to ensure smooth service delivery and maintain client relationship
- Participate in industry-specific niche meeting and marketing activities to support the firm's business development efforts
- Stay abreast of industry developments, trends and regulatory changes to provide clients with timely and relevant insights
- Monitor and maintain current knowledge of software developments and emerging technologies
Benefits
- Free parking
- Gym access
- Comprehensive benefits
- Continuing education and professional development programs