Senior Associate, Client Accounting Services - Charlotte - GreerWalker

    GreerWalker
    GreerWalker Charlotte

    22 hours ago

    $70,000 - $115,000 (USD) per year *
    Description

    Senior Associate

    GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.

    GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.

    As part of our team, you'll have access to a wide range of learning opportunities and enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.

    Your life fits at GreerWalker.

    Job Responsibilities

    Completing/Managing month end close:

    • Accounting analysis and reconciliation of balance sheet accounts such as fixed assets, prepaid expenses, accruals, debt, revenue recognition, etc. for month end close.
    • Review accuracy of general accounting analysis and reconciliations performed by associates and accountants.
    • Carry-out responsibilities in client cash management as might be required.
    • Ability and willingness to step-in and perform responsibilities of associates and accountants in transaction processing and reconciliations as might be required.
    • Oversee compliance with 1099 tracking and reporting.
    • Maintain and monitor client checklist to ensure that monthly closing and other recurring tasks are tracked and completed on a timely basis.

    Financial reporting:

    • Prepare financial statements, including cash flow statements.
    • Prepare or assist managers in preparation of note disclosures when required.
    • Research accounting issues for compliance with GAAP.
    • Prepare supplementary schedules and other management reports as might be required.
    • Coordinate and facilitate tax return preparation.
    • Coordinate and facilitate external financial statement audits
    • Design financial reports and client dashboards.

    Client service:

    • Identify client issues and ensure timely resolution.
    • Track client regulatory filing requirements and ensure they are completed on a timely basis.
    • Review financials and accounting activities with the client.
    • Interact with third-party constituents of clients as required.
    • Identify and document processes in accounting and financial management to strive for continuous improvement.

    New client implementations and special projects:

    • Maintain and work from project plans.
    • Setup and configure for new clients and maintain for active clients.
    • Train staff and client personnel.
    • Implement third-party interfaces such as bank portals, payroll processors and POS systems.

    Supervision:

    • Review work of accountants and associates and provide feedback through review notes.
    • Actively work with accountants and associates in training and skills development.
    • Participate in Firm coaching program as might be requested.
    • Develop and deliver CAS training programs as might be requested.

    Essential Job Requirements/Qualifications:

    Degree in accounting or business management

    Minimum 3 years of experience and demonstrated success in a staff position.

    CPA certification or similar professional certification desired.

    Knowledgeable in general accepted accounting principles.

    Experience in Sage Intacct, QuickBooks Online, and/or Xero desired

    Highly skilled with Microsoft Excel.

    Ability to multi-task and to work independently with minimal supervision.

    Ability to work overtime when required during month-end close and special projects.

    Strong interpersonal and relationship building skills.

    Team player with a positive "can-do" approach

    Willingness to gain a general knowledge of firm products and services in CAS, and other practice areas.

    Working Conditions:

    • Occasional same day travel for work at clients' offices using a personal vehicle.
    • Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles.

    This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time.

    EOE

    No Agencies Please

    * This salary range is an estimation made by beBee
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