Senior Accounting Onboarding Specialist
Senior Accounting Onboarding Specialist
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USD 65000 - 72500
1 Vacancy
Job Description
Job description
Reporting to the Accounting Manager the Senior Accounting Onboarding Specialist is responsible for the initial onboarding of a clients account including beginning balance roll forward general ledger and bank reconciliation payroll integration preparation of a balance sheet & income statement for a growing CPA firm specializing in financial planning to national clientele.
Essential Functions
Exercise discretion and authority in the preparation of accounting records including financial statements and other financial reports to assess accuracy completeness and conformance to standards defined within the department.
Establish records of accounts and input entries into proper accounts.
Document and ensure proper keeping of financial records making use of current technologies.
Responsibilities and Duties
Initial onboarding of a clients account to include general ledger beginning balances.
Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy.
Prepare after the fact payroll summaries and record journal entries.
Record journal entries to reconcile balance sheet accounts to supporting documents.
Ensure compliance with all laws regulations in the preparation of year end Forms 1096 & 1099.
Work independently with clients as needed to facilitate completion of financial statements.
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Job requirements
Education and Experience
Bachelors degree from a regionally accredited institution preferred
10 years of experience in accounting field required
Multiclient CPA firm experience required
QuickBooks and Xero software experience preferred
Proficient in both Microsoft Word and Excel
Act as a team player and demonstrate a positive attitude
Travel
No travel is expected for this position.
Work Environment
This job operates in a professional office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however some filing may be required.
Position Type and Expected Hours of Work
This is a fulltime exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on managements approval. An inoffice presence may be required for training. This is a primarily remote role with an inoffice presence once a month or as business need dictates. The ability to work remotely is allowed based on managements approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program we seek to attract retain and motivate a highperforming and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors including but not limited the size of our Firm our financial position the industry business objectives market salary information benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work with allowable pay differences based on factors not prohibited by law) and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $65000 Maximum: $72500
Benefits
Competitive Salary
Employer Paid Medical ShortTerm Disability Accident Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
FirmPaid Holidays Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting Top 100 Firms ()
Top Workplaces Financial Services (2024)
Top Workplaces Culture Excellence (2024)
Accounting Today Top Firm by AUM (2024)
USA Today Top Workplaces ()
Accounting Today Top 100 Firms ()
Forbes Americas Best Tax & Accounting Firms ()
INSIDE Public Accounting Top 100 Fastest Growing Firms (2022)
Dallas Morning News Top Workplace ()
Accounting Today Beyond Top 100: Firms to Watch (2020)
Accounting Today Regional Leaders Top Firms ()
INSIDE Public Accounting Beyond the Top 100 ()
INSIDE Public Accounting Top 200 Firms (0)
All done!
Your application has been successfully submitted!
Required Experience:
Senior IC
Employment Type
Full-Time
