About the role

  • Accounting Specialist managing client financial success at Elevated Advisory & Accounting. Owning the client experience, ensuring accuracy in financial reports, and supporting specialized accounting tasks.

Responsibilities

  • Drive Client Financial Success: You’ll own the client experience from start to finish, communicating regularly with clients to address their needs, provide proactive updates, and ensure their satisfaction.
  • Manage a diverse portfolio of clients, preparing accurate monthly financial reports.
  • Process payroll with precision, ensuring compliance with federal and state regulations.
  • Provide proactive updates on financial status and identify issues requiring attention.
  • Resolve discrepancies promptly to maintain financial accuracy and client confidence.
  • Deliver Technical Excellence: Enter and reconcile transactions with meticulous attention to detail.
  • Collect and process timesheets, calculating deductions and taxes correctly.
  • Prepare comprehensive monthly financial reports for decision-making.
  • Maintain compliance with all applicable tax regulations and requirements.
  • Assist with specialized accounting tasks to support client and firm objectives.
  • You’ll assist with other accounting-related tasks as needed, contributing to the overall success of the team and firm.

Requirements

  • 2+ years of payroll and bookkeeping experience in public accounting
  • QuickBooks Online & QuickBooks Desktop: Proficient in using both to manage client books, including general ledger entries, accounts payable/receivable, and financial statement preparation.
  • Payroll Processing: Experience handling payroll, including calculating deductions, commissions, taxes, and submitting payroll tax forms on time.
  • Bank Reconciliation: Skilled in reconciling bank and credit card statements regularly to ensure financial accuracy.
  • Data Entry & Accuracy: Strong attention to detail with the ability to ensure all financial records are accurate, complete, and compliant with accounting standards (GAAP).
  • Payroll & Tax Compliance: Thorough understanding of payroll laws, tax regulations, and IRS compliance requirements.
  • Software Platforms: Experience with MS Office and G-Suite

Benefits

  • 7 Paid Holidays
  • After 3 months of employment: Accrual PTO, per hour worked
  • Simple IRA with 3% employer match
  • Professional certification support & bonuses
  • Health insurance with 50% premium coverage (employee only)
  • Team Mentorship from our growth-focused CEO
  • Clear career advancement pathways
  • Professional development opportunities
  • Skill development programs
  • Prime downtown Kalispell location
  • Choice of hybrid or in-office work
  • Full remote work setup provided
  • Latest technology and tools
  • Ergonomic workspaces
  • Collaborative meeting areas
  • Fully stocked kitchen with snacks and beverages
  • Team events and celebrations
  • Casual dress code
  • Dog-friendly office
  • Summer hours program
  • Ability to set your own schedule within reason
  • Respect for personal time
  • Team lunch events

Job title

Accounting Specialist

Job type

Experience level

JuniorMid level

Salary

$22 - $26 per hour

Degree requirement

High School Diploma

Location requirements

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