This position requires an initial in-person training period before transitioning to remote work. Candidates must be located within three hours of the Raleigh area and willing to work in-office for four to six weeks.
We are a rapidly growing firm in the Raleigh area providing bookkeeping and CFO consulting services to clients in a wide range of industries. We prefer a proactive approach to accounting and seek ways to provide our clients with meaningful financials, which can be used to strengthen and develop their companies. We offer a great team-oriented environment as well as opportunities for specialization in accounting for a variety of fields.
This position requires the accurate and timely financial recordkeeping of approximately 25+ client accounts, including the recording of financial transactions and reconciliation of bank and credit card accounts. While duties will be performed primarily using QuickBooks, both desktop and online, other accounting software platforms, such as Xero, may be utilized as well depending on client and industry.
Essential duties include, but are not limited to:
- Prepare financial statements and reports, including profit and loss statement and balance sheet
- Bring current all financial transactions no less than every other banking day
- Record all client payroll activity and reconcile monthly
- Reconcile all prior month bank and credit card accounts by the 5th of each month
- Assist with budget preparations
- Record payment of bills and maintain ledgers
- Record receipts of paid receivables
- Keep track of client assets
- Communicate with clients on questions pertaining to activity
- Prepare sales tax returns (primarily NC)
- Work across various software systems
- Generate 1099s
- Prepare appropriate schedules and reports as requested by clients and partners
- Meet all client specific schedules/deadlines as established, i.e. bill payments, ad hoc reports, etc.
Experience required:
- 3+ years of experience in General Accounting
- 2+ years of experience in processing payroll
- 1+ years of customer service experience
Knowledge, skills, and attributes:
- Ability to work effectively in a deadline-driven, multi-priority environment
- Clear and effective written and verbal communications skills
- Strong attention to detail, providing thorough and accurate outcomes for clients
- Exhibits consistent usage of time management skills and appropriate resource management
- Ability to problem solve, probing all appropriate resources for solutions
- Provides others with timely and organized information
- Shares responsibility and accountability
- Communicates interferences and delays to supervisor
- Consults with appropriate individuals as needed
- Ability to relate well with all types of people and build rapport with dignity and tact
- Takes initiative to identify and improve systems and processes
- Ability to effectively manage change and support and promote adoption
- Basic understanding of GAAP
Benefits: PTO, 12 paid holidays, IRA, Medical and dental coverage
Compensation: Dependent upon experience
