Senior Accountant

I deal for a responsive, meticulous , and experienced accountant who loves numbers just as much as helping others

START DATE : November 4, 2024

COMPENSATION : $ 1 10 ,000 Annual Salary

SCHEDULE : Monday - Friday , 8 : 00 AM - 5 : 00 PM PST

Note : Occasional weekend work required to clean books, total annual hours should not exceed 2080 hours

LOCATION : HYBRID Monday s , Wednesday s , and Friday s Work from Work at our office in Mission Viejo on Crown Valley Parkway and the 5

Tuesday s & Thursday s Work from Home

Dual monitors and work from home station set up provided.

At OCB Accountants , we aim to break the long cycle of unnecessary stress in small business operations by cultivating long-term success and providing exceptional accounting services.

Our specialty? We keep things consistent, make our clients' lives easier, and provide accurate accounting services . W e respond to our clients quickly, bring them solutions, not problems, and act as a trusted a d visor .

We are looking for a Senior Accountant who is organized and motivated to help our clients understand their financials and take the burden off them by avoiding mistakes.

Each of our team members show up daily with intention, purpose, and dressed to impress . We are a small but fierce team of high achievers and align o n these C ore V alues :

Teamwork.

We work together as a team to exceed client expectations, delivering high-quality and professional work with exceptional customer service 100% of the time .

Making a Difference.

We strive always to make a positive impact on business and transform entrepreneurs' lives to enrich the community as well as ourselves .

Reliability.

We are committed to taking our responsibilities seriously and ensuring our clients can count on us.

Humanity and Humility.

We believe in treating others with respect and compassion no matter what.

Trustworthy.

We act with integrity and keep our promises. Honesty and transparency are priorities both at work and in our personal lives.

Work with Us, Grow with Us

We expect continuous learning and self-improvement . For some, continuous learning is focused on becoming better versions of their current role .

For others, the motivation is professional and personal development to earn the opportunity for promotion and increased responsibility .

Both types of employees are important to the success of OCB Accountants and are celebrated accordingly. As our Senior Accountant , you will have the opportunity to gain additional responsibilities and advance to a leadership role .

Senior Accountant Key Responsibilities with Success Metrics

1. Complete clean-up for new clients - including fixing issues, reconciling accounts, completing RUN BOOK client notes, and creating the REVIEW SHEET for the client's financials.

Measure of Success : New clients' books are ready for Junior Accountants to begin ongoing monthly work within seven business days of initiating their onboarding at OCB Accountants.

2. Answer team technical and / or client-specific accounting questions with the heart of a teacher so the admin and bookkeeper understand and can apply to similar future scenarios.

Measure of Success : 100% of non-urgent questions are answered in Microsoft Teams during designated block periods. Urgent questions are answered within one hour of inquiry.

3. Reply to customer emails or delegate to other team members quickly and efficiently.

Measure of Success : 100% of emails are acknowledged during the same business day with a thoughtful and helpful reply. 90% of client requests do not incur a second request / -inquiry from the client because their initial request was sufficiently fulfilled.

4. Pull and Review Monthly Financial Statements for assigned clients, including :

Annual Comparison

of Income Comparison by Month

• Cross-check against clients' other applicable software / systems that feed or are reflected in their financials
• Review balance sheet and corresponding accounts such as Sales Tax, Payroll, A / R, A / P, Inventory, etc.

Measure of Success : Provide feedback to Junior Accountants to ensure 10% or less rate of recurring errors. Responsibility also requires completing the client cover letter and electronic files package for client push-out within 24 hours of the Junior Accountant completing client work for the month.

5. Proactively identify the "out of the normal" exceptions, errors, and opportunities for improvement - especially when backing up Junior

Measure of Success : Complete regular, monthly 1 : 1 meetings with individual Junior Accountants - including providing written notes highlighting at least five learning and / or problem solving points with each Junior Accountant

Senior Accountant Ideal Candidate Characteristics

• You are the one in the group who remembers the details
• It brings you joy to make t hings easier for someone else
• In your book, t here's no such thing as over - communication
• You believe i t's better to be overdressed rather than underdressed

Numbers don't lie " is an ane cdote you live by

• You'll always choose accuracy over speed
• You believe everyone can choose to be polite and respectful
• You'll ask a question before making a mistake
• You have at least 5 years of experience as an accountant

B enefits & Perks

• 15 Days PTO
• Medical, Dental, Vision
• 401K with matc h and profit sharing
• Seven Paid Holidays
• Holiday Bonus
• Opportunity to work from home Tuesdays and Thursdays
• Professional and self-development resources and training

COMPENSATION : $ 1 10 ,000 Annual Salary

APPLICATION PROCESS

• Apply online
• Complete The ALL IN Assessment online within 24 hours of application (Approximately 35 minutes to complete)
• Online Skills Test (Approximately 30 minutes to complete)
• Screening Interview via Zoom (Approximately 15 minutes)
• In-Person Deep Dive Interview (Approximately 1.5 hours)
• Team Shadow Day "Experience a Day in the Life with Us" ( 4 hours PAID)
30+ days ago