Related skills
cpa financial statements month-end close xero quickbooks onlineπ Description
- Oversee client accounting, including transaction entry and month-end close.
- Manage and train junior accountants; provide growth feedback.
- Serve as the primary client contact and client service lead.
- Review monthly financial statements for owners and stakeholders.
- Develop customized client solutions based on data and goals.
- Manage full-cycle accounting: A/P and A/R.
π― Requirements
- Bachelor's degree in Accounting
- CPA license preferred
- 10+ years of experience in industry accounting or public accounting consulting
- Experience managing and developing staff
- Experience serving family offices preferred
- Proficiency in QuickBooks Online
- Experience with Sage Intacct & Xero preferred
π Benefits
- Training, mentoring, and staff development
- Firmwide focus on inclusion
- Growth opportunities within a collaborative environment
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