Apply on Employer Site

GreerWalker CPAs and Advisors · 2 weeks ago

Senior Associate, Client Accounting Services

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

3+ years exp

GreerWalker CPAs and Advisors is a prominent accounting and advisory firm serving privately owned middle-market companies. The Senior Associate will be responsible for supporting clients in general accounting, financial reporting, and analysis, while also managing month-end closings and special projects.

AccountingConsultingFinancial ServicesInsurance

Comp. & Benefits

H1B Sponsor Likely

Hiring Manager

Kayla Varrie

Responsibilities

Completing/Managing month end close:

· 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

Financial reporting:

· 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

Client service:

· 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

New client implementations and special projects:

· 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

Supervision:

· 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

Qualification

CPA certificationGeneral accounting principlesFinancial reportingSage IntacctMicrosoft ExcelQuickBooks OnlineXeroMulti-taskingInterpersonal skillsTeam player

Required

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

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

Preferred

Experience in Sage Intacct, QuickBooks Online, and/or Xero desired

Company

GreerWalker CPAs and Advisors

GreerWalker CPAs and Advisors is an accounting firm located in Carolina.

Founded in 1984

Charlotte, North Carolina, USA

51-200 employees

http://greerwalker.com

H1B Sponsorship

GreerWalker CPAs and Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2022 (1)

Funding

Current Stage

Growth Stage

Total Funding

unknown

2022-12-12Acquired

Leadership Team

Sloan Coffey, CPA

Chief Operating Officer

Aaron Reece, CPA

Partner

Company data provided by crunchbase