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)
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