Client Accounting & Advisory Services Associate

About the Role

This position is part of the Client Accounting & Advisory Services group, which provides outsourced accounting services for small and medium companies and family offices, with a focus on small and medium closely held businesses primarily throughout the Pacific Northwest. This is a full-time hourly role.

Key Responsibilities

• Monthly transactional accounting for accounts payable, accounts receivable, bank reconciliations, and credit card reconciliations in QuickBooks Online (QBO)
• Prepare and complete payroll, as well as quarterly and annual payroll tax reporting
• Prepare and complete state and city excise tax filings
• Anticipate client needs and respond timely and professionally to client emails/calls
• Perform other duties as assigned by the department managers

Requirements & Tech Stack

• BA/BS in accounting or related field
• Deep understanding of accounting principles
• Proficient in managing extensive sets of data with ease
• Proficiency in critically assessing and analyzing financial statements
• Strong skills using QuickBooks Online (QBO), Excel, Word, and Outlook
• Ability to learn various software applications
• Effective written and verbal communication skills
• Detail-oriented, organized and able to handle multiple tasks at once

Qualifications

• CPA designation preferred, but not required
• Experience using Bill.com, Paychex, and Expensify preferred, but not required
• Familiarity with Slack and Monday.com are preferred, but not required