Related skills
accounts receivable month-end close xero accounts payable quickbooks online📋 Description
- Oversee accounting for clients, including entry, clean-up, and month-end close.
- Train junior accountants and provide growth feedback.
- Be the main client contact for service delivery.
- Review monthly financial statements for owners and stakeholders.
- Formulate customized solutions based on client data and goals.
- Manage full-cycle accounting including AP/AR.
- Train and mentor junior accountants, reviewing their work.
- Review reconciliations, bill payments, payrolls, and sales tax returns.
- Stay informed on accounting standards, regulatory changes, and compliance.
- Optimize workflow processes to maximize efficiency and reduce errors.
- Deliver high-quality work on time, exceeding client expectations.
🎯 Requirements
- Bachelor's degree in Accounting
- CPA license preferred
- 10+ years in industry or public accounting
- Experience managing and developing staff
- Experience serving family offices preferred
- Experience with real estate management groups preferred
- Proficiency in QuickBooks Online
- Experience with Sage Intacct and Xero preferred
- Ability to design and implement efficient, scalable accounting processes
- Strong analytical and problem-solving skills with keen attention to detail
- Excellent communication and interpersonal skills and team collaboration
- Ability to adapt to changing priorities and manage multiple tasks
🎁 Benefits
- Training and mentoring of staff
- Focus on inclusion and investing in relationships
- Growth mindset and opportunities for variety
- Varied client work and professional development
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