ROLE SUMMARY
The Accounting Services Staff Accountant is responsible for interacting directly with small business clients in the US performing full-cycle accounting. This includes maintaining accounting system records, preparing journal entries, analyzing financial reports, and documenting activities through reconciliations and work papers. To succeed in this role, you should be able to manage multiple competing priorities stemming from client needs and requests while maintaining top quality and customer service standards.
SCHEDULE: 8 AM – 5 PM Pacific Daylight Time (11 PM – 8 AM Philippine Local Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
ESSENTIAL FUNCTIONS
· Communicate directly with a portfolio of clients on full-cycle accounting
· Perform routine accounting procedures such as a bank, credit card, and payroll account reconciliations, A/R, and A/P, as well as other accounting-related functions as requested by clients
· Prepare monthly and quarterly financial statements with supporting reconciliations
· Conduct month-end, quarter-end, and year-end closing tasks, including annual filings for 1099’s and other misc. filings as needed
· Communicate open items or anomalies to the manager and follow up to ensure items are fully resolved
· Produce ad-hoc reports for clients and/or management upon request and assist with other special accounting projects as needed
· Support self-service customers with accounting questions
· Conduct quarterly analysis of self-service customers accounting, including potential errors and recommendations
· Contribute to department and team projects
· Perform other duties as required
QUALIFICATIONS
· Bachelor’s degree in Accounting, Finance, Business, or a related field preferred
· Certified Public Accountant (CPA) designation is highly preferred
· 3+ years of progressive experience performing full charge bookkeeping
· At least 1 year of experience in a client-facing role
· Experience in a multi-client environment is highly preferred
· Experienced in QuickBooks and related software tools
· Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with QuickBooks Online and Xero
· Strong organization, oral and written communication skills
· Ability to work independently and manage multiple projects and deadlines
· Analytical skills with particular attention to detail
· Ability to work in an autonomous environment where you can be a self-directed, independent worker
· Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen
Job Type: Full-time
Experience:
- multi-client environment: 1 year (Preferred)
- QuickBooks: 1 year (Preferred)
- full charge bookkeeping: 3 years (Preferred)
- client-facing role: 1 year (Preferred)
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