Accounting Consultant providing trusted financial consulting services to small and mid-sized business clients. Focusing on accounting, tax, and operational efficiency in a client-facing role.
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.
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).
Experience with non-profit accounting is a plus.
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.
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