Senior Accountant

About this role

The Role:

Our client is seeking a Senior Accountant to join their growing team. The ideal candidate thrives in an intense and fast-paced environment while maintaining strong focus and attention to detail. They must work quickly and efficiently while providing excellent customer service. Strong follow-through, high standards of quality, and accuracy are mission-critical for success in this role.

Work Details

WORK SCHEDULE: 9:30 AM – 6:30 PM Eastern Standard Time (10:30 PM – 7:30 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

Essential Functions

Accounting Responsibilities

• Develop annual budgets and cash flow forecasts.
• Perform analysis of financial data to identify trends and provide insights to clients.
• Schedule MS Teams video calls with clients to discuss financial reports.
• Present financial statements, KPI reports, and variance analyses during monthly and quarterly client meetings.
• Maintain ongoing and positive communication with assigned clients and CPAs.
• Spearhead accounting catch-up/clean-up projects for newly assigned clients.
• Interpret IRS updates and create customized process flows or guides for the team.
• Proactively develop process guides for tasks where the team needs additional guidance or when new tasks are introduced.
• Delegation & Review Responsibilities
• Manage and delegate daily, weekly, monthly, quarterly, and annual engagements.
• Perform accurate monthly bookkeeping reviews for complex clients.
• Ensure the accounting team updates client checklists in Karbon for all tasks.
• Manage and review QuickBooks file clean-ups for newly onboarded clients.
• Train team members on new client assignments, when applicable.
• Delegate bookkeeping and accounting tasks to the accounting team as new clients are onboarded.
• Serve as the first escalation point to help the accounting team resolve complex issues and ad hoc requests.
• Train the Accounting Assistant on how to ef...