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Accounting Consultant

e2E

Responsibilities

  • Serve as the primary point of contact for assigned clients, providing expert guidance on accounting, tax, and business matters.
  • Perform monthly and quarterly close processes, including journal entries, reconciliations, and financial statement preparation.
  • Maintain fixed asset schedules and balance sheet reconciliations, support AP, AR, and banking transactions.
  • Deliver actionable insights through financial reporting and trend analysis.
  • Research and document technical accounting and tax issues.
  • Prepare workpapers for complex and non-complex income tax returns.
  • Manage multi-state sales and use tax filings, business license renewals, and property assessments.
  • Lead year-end 1099 processing for assigned clients.
  • Review work completed by Accounting Specialists; provide coaching and training.
  • Monitor engagement timelines, deadlines, and process improvements.
  • Track client hours and project progress accurately.
  • Assist with budgeting, profitability analysis, cash flow modeling, and internal control reviews.
  • Identify opportunities to automate processes and adopt technologies to improve efficiency.
  • Perform other duties and client-related projects as assigned.

Preferred

  • Experience with non-profit accounting is a plus.

Minimum Requirements

  • Bachelor’s degree in accounting required; CPA preferred.
  • Minimum 5 years’ relevant experience in accounting and financial operations, with demonstrated consulting experience.
  • Proficiency in QuickBooks Online and other cloud-based accounting platforms.
  • Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).

K

nowledge, Skills, and Abilities

  • Strong verbal and written communication skills, including the ability to communicate financial concepts clearly and effectively to both internal teams and clients.
  • Strong organizational and project management skills to manage multiple clients, priorities, and deadlines simultaneously.
  • Manage team performance through regular coaching, feedback, and performance evaluations; proactively address development needs.
  • Exceptional level of accuracy, organization, and attention to detail in handling sensitive accounting and financial data.
  • Client-focused mindset with the ability to deliver exceptional service and support client growth.
  • Problem-solving mindset with the ability to identify issues, analyze data, and escalate appropriately.
  • Commitment to maintaining confidentiality, professionalism, and teamwork in all interactions.
  • Digitally fluent and adaptable, with a willingness to learn new accounting technologies and reporting systems.
  • Proficiency in accounting functions, including reconciliations, AP/AR accounting, payroll journal entries and allocations, monthly close, and financial reporting.

Benefits

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including healthcare and retirement plans.
  • Professional development opportunities and ongoing training.
  • Collaborative and innovative work environment.
  • Opportunity to work with diverse and exciting clients.
  • Company culture that values creativity, initiative, and growth.
  • Additional Information: All offers are contingent on successful completion of a background screen.