Accounting Services Specialist

$$$ / Life Insurance / PTO / Full Benefits / Bonus

This Jobot Job is hosted by : Brittany Packard

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Salary : $50,000 - $70,000 per year

A bit about us :

Welcome to our client, a woman-owned CPA firm where personalized service meets professional excellence. As a small, client-focused practice, we pride ourselves on creating a warm and welcoming environment that makes our clients feel at home. Our team of dedicated professionals is committed to understanding your unique financial needs and providing tailored solutions with a personal touch. Whether you're an individual seeking tax advice or a business in need of comprehensive accounting services, we're here to support you every step of the way. At our client, we believe that great financial guidance goes hand-in-hand with exceptional client care. Join us and experience the difference of working with a firm that values both your financial success and your comfort.

Why join us?

• medical
• dental
• vision
• 401k
• bonus
• holidays
• PTO
• birthday off as a holiday

Job Details

About Us :

Our client is a woman-owned, small CPA firm dedicated to providing personalized and professional accounting services to our clients. Our warm and welcoming environment ensures a pleasant experience for both our team and our clients. We pride ourselves on delivering tailored financial solutions with a personal touch.

Job Description :

We are seeking a detail-oriented and experienced Accounting Services Specialist to join our team. In this role, you will be responsible for performing essential accounting tasks such as reconciliations, journal entries, and month-end close processes. Proficiency in QuickBooks is a must, as you will be using it extensively to manage our clients' financial records.

Key Responsibilities :

Perform daily and monthly bank reconciliations to ensure accuracy of financial records.

Prepare and post journal entries to maintain the general ledger.

Assist with month-end close procedures, ensuring timely and accurate financial reporting.

Manage accounts payable and receivable, including invoice processing and payment tracking.

Utilize QuickBooks to maintain and update clients' financial records.

Prepare financial statements and reports as needed.

Assist with tax preparation and filing during tax season.

Communicate with clients to gather necessary information and provide support as needed.

Ensure compliance with accounting standards and regulations.

Assist with other accounting and administrative tasks as required.

Qualifications :

Associate’s or Bachelor’s degree in Accounting, Finance, or a related field.

Minimum of 2 years of experience in accounting, preferably within a CPA firm.

Proficiency in QuickBooks is required.

Strong understanding of accounting principles and practices.

Excellent attention to detail and organizational skills.

Ability to manage multiple tasks and meet deadlines.

Strong communication and interpersonal skills.

Ability to work both independently and as part of a team.

Proficiency in Microsoft Office Suite, especially Excel.

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