Business Advisor/Senior Accountant

Joyful Jobs is recruiting on behalf of a local tax & accounting firm. This position specializes in CFO advisory services, small business startups and development, income tax planning and preparation,  financial analysis, and payroll tax reporting. 

The ideal candidate will be able to:

• provide management advisory services to a wide range of business enterprises, 

• perform high level accounting, including charts of accounts and  financial report development, financial performance analysis, full charge bookkeeping oversight, and

• perform income tax planning and preparation for individuals and entities

This individual must be highly skilled in QuickBooks and Microsoft Office and must be organized, detail oriented, accurate, proactive, confident, articulate, client-focused and a team player. 

Duties

• Establish and maintain the accounting systems of small business clients. This includes maintenance of the chart of accounts, financial report formats and databases. 

• Prepare financial statements, analyze performance, and make recommendations for business issues requiring corrective action.

• Prepare and present, on a periodic basis, Financial Impact Reports to clients.

• Oversee bookkeeper duties of entering sales and cash receipts, purchase invoices and payments, and payroll transactions. Review and approve bookkeeper journal entries. 

• Ensure client bank statement reconciliations are completed on a timely basis.

• Oversee and approve payroll and prepare all required payroll tax reports.

• Instruct clients in the use of QuickBooks and assist them in the resolution of software problems.

• Maintain budget information and prepare forecasts as required.

• Prepare Excel spreadsheets, Word documents and PowerPoint presentations. 

• Maintain the Client Work-In-Progress Status Report (Firm 350), logging in all incoming work and checking off work elements as they are completed. 

• Monitor and be accountable for engagement clients assigned to you on the Client Matrix.  

• Maintain excellent client relations, responding promptly to communications and keeping clients informed of issues and the like.

• Enter client time and billing information into QuickBooks and maintain and be accountable for budget to actual hour performance for clients assigned to you. 

• Prepare personal and entity income tax returns.

• Perform any other duties as assigned by the CEO.

Education, Credentials and Experience Requirements

• CPA or Enrolled Agent

• Minimum of a bachelor’s degree in business administration, Accounting, Finance, or Business Management

• Minimum of five years in public accounting, or corporate accounting/finance

• Minimum of three years income tax planning and preparation

Required Hard and Soft Skills 

• Must be able to work well with others

• Must have excellent customer service skills 

• Must be analytical 

• Must be able to provide advisory services to small business

• Must have excellent verbal and written communication skills

• Proficiency in QuickBooks, ProAdvisor Certification preferred

• Proficiency in Microsoft Office, Excel, Word, and PowerPoint 

• Proficiency in tax software, especially in Ultratax

• Ability to set up small business accounting systems

• Must be accurate and quick, while paying close attention to details

• Must be able to maintain client reporting schedules   

• Bilingual in English and Spanish a significant plus

Compensation/Benefits

• Base salary before bonuses, is $56,000-$93,000 annually, DOE

• Health Insurance, Vision and Dental Plans

• Supplemental Insurance Plans

• 120 hours PTO 

• 10 paid holidays

• Costco Membership

• Paid professional membership allowance ($500 limit annually)

• Potential to earn ownership 

• Performance bonus opportunities throughout the year

• Flexible work schedules

• Opportunity to work remotely

All your information will be kept confidential according to EEO guidelines.