- Manage and oversee all accounting functions in QuickBooks for small company clients, including accounts payable, accounts receivable, general ledger, and financial reporting.
- Develop and maintain strong relationships with clients, serving as their primary point of contact for financial matters.
- Perform month-end and year-end close processes, ensuring accuracy and timeliness of financial statements.
- Review and analyze financial statements to identify trends, variances, and areas for improvement.
- Provide strategic financial guidance to clients, including budgeting, forecasting, and cash flow analysis.
- Assist clients with tax planning and compliance, working closely with external tax advisors as needed.
- Assist part-time bookkeeper with AP, AR, and payroll as needed.
- Stay up-to-date on accounting regulations and industry best practices, ensuring compliance and recommending process improvements as needed.
- Collaborate with other members of the advisory team to deliver comprehensive financial solutions to clients.
- Bachelor's degree in accounting, finance, or related field required
- Minimum of 5 years of progressive experience in accounting or finance roles
- Strong technical accounting skills, with a deep understanding of GAAP principles and accounting standards.
- Experience working with clients in a professional services environment, preferably within an advisory or consulting firm.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and effectively convey complex financial concepts.
- Advanced proficiency in accounting software and MS Office, particularly Excel; QuickBooks experience preferred, but not required.
- Commitment to maintaining confidentiality and integrity in handling sensitive financial information.
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Senior Accountant - Davidson, United States - CRG
Description
Senior AccountantJob Summary: Our client is seeking a highly skilled and experienced Senior Accountant to join their small advisory firm in Davidson, NC. The Senior Accountant will play a crucial role in providing financial guidance and support to the company's $5-50M clients. This individual will be responsible for overseeing all accounting activities using QuickBooks, ensuring compliance with relevant regulations, and providing strategic financial insights to clients.
Opportunity: Direct-Hire
Location: Davidson, NC (30 minutes North of Charlotte) - 100% Onsite
Work Schedule: Full-time (40 hours a week), standard office hours with occasional flexibility required to accommodate client needs.
Responsibilities:
