US Senior Accountant

Our client seeking a US Senior Accountant, internally known as Senior Accountant to join their growing team. The ideal candidate thrives in an intense and fast-paced environment while maintaining focus and attention to detail. They must be able to work quickly and efficiently while providing excellent customer service. Strong follow-through with high standards of quality and accuracy are mission-critical for success in the role.

SCHEDULE: 8:30 AM – 5:30 PM Eastern Daylight Time (8:30 PM – 5:30 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

Perform the following accounting responsibilities:

• Develop annual budgets and cash flow forecasts
• Perform analysis of financial data to identify trends and provide insights to clients
• Schedule Zoom video chats with clients to discuss financial reports
• Present financial statements and KPI analysis during monthly and quarterly client meetings
• Maintain ongoing and positive communication with assigned client
• Spearhead accounting catch-up/clean-up projects for newly assigned clients

Perform the following delegation/review-related tasks:

• Manage and delegate daily, weekly, monthly, quarterly, and annual engagements
• Perform materially accurate monthly bookkeeping reviews for complex clients
• Ensure that the accounting team updates client checklists in Karbon weekly
• Manage and review QuickBooks file clean-ups for newly onboarded clients
• Train team on new client assignments, when applicable
• Delegate bookkeeping and accounting tasks to the accounting team as new clients are onboarded
• Review work performed by the accounting team
• Review journal entries, adjustments, and monthly reconciliations
• Review payroll transmission processed by the accounting team
• Review quarterly payroll tax returns and reconciliations
• Review complex monthly and quarterly sales taxes
• Review bills entered in Bill.com by the accounting team
• Review invoices created by the accounting team

Perform the following administrative/miscellaneous responsibilities:

• Refer to the company’s core values to assist in solving problems
• Enter time daily in Karbon
• Manage calendars to schedule daily and weekly workload
• Schedule weekly meetings with accounting staff as needed
• Participate in 1:1 check-in to discuss individual goals, concerns, and growth
• Attend daily huddles
• Attend scheduled trainings and workshops

QUALIFICATIONS:

• A bachelor’s degree in Accounting is mandatory
• 4 years of full-cycle accounting experience
• Must have experience managing multiple (30+) clients
• Expert with QuickBooks Online
• Strong computer aptitude, which includes expertise with Microsoft 365 applications
• Strong interpersonal and analytical skills with the ability to interpret financial data
• Solid understanding of Generally Accepted Accounting Principles
• Aptitude in data management, analytics, reporting preparation
• Ability to work well under minimal supervision