Revel CPA | The Creatives' CPA · 6 hours ago
Senior Accountant (US Remote)
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Responsibilities
Leading and Mentoring the Team: Manage and guide staff accountants and bookkeepers, ensuring high-quality deliverables and professional growth.
Overseeing Client Financials: Handle month-end reviews, account reconciliations, journal entries, and other financial adjustments for accounts to maintain accurate and up-to-date client financial records.
Delivering Client Insights and Reporting: Generate clear and actionable monthly or quarterly dashboards and provide clients with insights into their financial health.
Leveraging Technology for Efficiency: Utilize cloud-based accounting systems and web-based tools for accounts payable, reporting, payroll, and client communications. Provide training to clients and team members on these systems as needed.
Ensuring Exceptional Client Service: Respond promptly to client inquiries, assist with technical issues, and conduct periodic service reviews to align with client goals and expectations.
Maintaining Quality Standards: Perform quality assurance checks on junior staff deliverables to uphold the accuracy and integrity of client work.
Qualification
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Required
Manage and guide staff accountants and bookkeepers, ensuring high-quality deliverables and professional growth.
Handle month-end reviews, account reconciliations, journal entries, and other financial adjustments for accounts to maintain accurate and up-to-date client financial records.
Generate clear and actionable monthly or quarterly dashboards and provide clients with insights into their financial health.
Utilize cloud-based accounting systems and web-based tools for accounts payable, reporting, payroll, and client communications.
Respond promptly to client inquiries, assist with technical issues, and conduct periodic service reviews to align with client goals and expectations.
Perform quality assurance checks on junior staff deliverables to uphold the accuracy and integrity of client work.
Balance being approachable yet professional in your communications—written and verbal.
Be detail-oriented, avoiding spelling errors or other careless mistakes in your work.
Be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time.
Thrive in a results-driven environment, consistently meeting or exceeding performance metrics.
Love mentoring and coaching others.
Be adept at working independently, efficiently managing and accomplishing tasks on your own.
Appreciate and thrive in a collaborative team environment, recognizing the value of shared goals and mutual support.
Protect clients’ privacy and sensitive information.
Have a proactive attitude, and love finding new and better ways to help us get our work done well.
Have experience with either Xero or QBO cloud-based accounting platforms.
Be able to see a transaction and feel fairly confident about how 80-90% of them should be categorized based on a typical chart of accounts.
Have used some sort of project management, task management, or practice management tool.
Have proficiency in Google Suite and are adept at using macOS.
Preferred
Experience with Xero cloud-based accounting platform.
Experience with Asana as a project management tool.
Benefits
Comprehensive healthcare
Dental plans
Robust 401(k) retirement savings program
Complimentary Peloton membership
Generous paid time off (PTO)