- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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Senior Associate, Client Accounting Services - Charlotte - GreerWalker
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:
Financial reporting:
Client service:
New client implementations and special projects:
Supervision:
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:
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
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