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Staff Accountant
ROLE SUMMARY
Our client is looking for a Staff Accountant who will be responsible for taking ownership, performing tasks, and reviewing Accounting Assistant work related to their assigned clients. This role will be responsible for delivering error-proof work with a positive and professional attitude.
SCHEDULE: 8:30 AM – 5:30 PM Eastern Daylight Time (8:30 AM – 5:30 PM Philippine Standard Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
ESSENTIAL FUNCTIONS
· Handle the following preparation duties:
o Review and approve annual information forms, such as 1099’s and 1096’s
o Prepare timely and accurate monthly financial
o Handle the following accounts receivable management tasks:
§ Deliver customer invoices
§ Confirm recurring invoices are delivered and paid on schedule
§ Review journal entries, adjustments, and monthly reconciliations
§ Review payroll transmission processed by the bill pay specialist
§ Review quarterly payroll tax returns and reconciliations
· Review monthly and quarterly sales taxes
· Review monthly, quarterly, and annual closings
· Review bills entered in Bills.com by the bill pay specialist
· Perform year-end book-to-tax return reconciliation, including yearend adjustments provided by CPA, if applicable
· Perform QuickBooks file clean-ups for newly assigned clients
· Handle the following client management duties:
o Maintain effective communication with your assigned clients
o Respond to client emails within 24 hours
o Contact clients regarding accounting-related matters
o Effectively prioritize client requests by utilizing Karbon and calendar
o Attend monthly Zoom meetings with clients to observe the Senior Accountant and provide support
o Perform materially accurate monthly bookkeeping reviews for self and Accounting Assistant
o Support the Accounting Assistant with your assigned clients’ questions
o Train Accounting Assistant on assigned client accounts
o Delegate bookkeeping and accounting tasks to the Accounting Assistants as new clients are onboarded with the Senior Accountant’s approval
· Review work performed by the Accounting Assistant
· Refer to the company’s core values to assist in problem-solving
· Manage calendar to schedule daily and weekly workload
· Schedule weekly meetings with the Accounting Assistant
· Ensure client checklists are updated in Karbon
· Enter time daily in Karbon
· Participate in 1:1 check-in to discuss individual goals, concerns, and growth
· Attend daily huddle
· Attend scheduled trainings and workshops
QUALIFICATIONS
· A Bachelor’s degree in the related field
· Experience in a multi-client environment handling 30+ clients
· Proficient with QuickBooks Online
· Strong computer aptitude, which includes expertise with Microsoft 365 applications
· Strong organization, oral and written communication skills
· Analytical skills with particular attention to detail
· Aptitude in data management, analytics, reporting preparation
· Ability to function in an autonomous environment—independent worker, self-directed