KO Business Solutions is proud to be working with a Floridabased familyowned CPA firm specializing in accounting and advisory services for highnetworth clients and their operating businesses. Our client handles accounting system setup and migrations and all facets of the accounting lifecycle for their clients. With a focus on helping business owners succeed and thrive through greater financial awareness they provide expertise that affords business and portfolio growth with greater ease. We are seeking an experienced Senior Accountant to join their remote team who will help support their new client onboarding and monthly accounting responsibilities.
Location: Remote in the United States
Salary: $55000$75000 Bonus
Schedule: Monday Friday 9am5pm EST
Job Type: Fulltime Direct Hire
Description
The Senior Accountant will lead the client onboarding process for new clients and contribute to the company s exceptional accounting service delivery. In this important clientfacing role you will represent the business by coordinating efforts between the firm client stakeholders and their legacy accounting providers to ensure seamless transitions and exceptional ongoing accounting service provision. Some of your key responsibilities as Senior Accountant include but are not limited to:
- New Client Onboarding
- Coordinating and communicating with client stakeholders
- Creating individualized project plans for each incoming client
- Supporting the collection and assimilation of existing client data like the chart of accounts bank data historical transactions and journal entries
- Designing new or mapping existing chart of accounts to QuickBooks Online (QBO)
- Fully onboarding clients to QBO and the firm creating standard procedures populating customer and vendor data creating needed invoice and journal entry templates and creating the financial reporting package
- Performing regular client management services including monthly checkins and coordinating responses to new and existing issues
- Monthly Accounting Services
- Processing Accounts Payable Accounts Receivable and Payroll
- Importing & matching bank transactions leading to final bank reconciliations
- Adding journal entries for accruals reversals allocations and other adjustments
- Creating financial statements that include relevant commentary for clients
- Any other duties as assigned
Required Skills/Abilities:
- Proficient knowledge of Microsoft Office software with a heavy focus on Excel and Word
- Experience using QuickBooks Online is required; other accounting systems are a plus
- Experience with thirdparty accounting tools such as ADP Dext and Bill.com are preferred
- Strong organizational skills and detailoriented work ethic
- Ability to selfmanage and work independently
- Strong interpersonal and communication skills
- Comfort and professionalism working with high profile individuals and accounts
- Ability to understand interpret and present accounting effectively
- High quality standards and ability to provide quality assurance reviews to others
Education and Experience:
- 35 years of accounting experience preferably in a multiclient environment
- Bachelor s degree in accounting or related field required
- Certified Public Accountant (CPA) credential preferred but not required
Benefits:
- Health insurance reimbursement
- Generous paid time off
- Flexible work environment
- Tuition reimbursement
Equal Opportunity Employer
KO Business Solutions is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race color sex religion sexual orientation national origin disability genetic information pregnancy or any other protected characteristic as outlined by federal state or local laws
Pay rate: $55000$75000 Bonus
Location: Remote
#INDH