Senior Client Accounting and Advisory Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise and provide assistance to CAS staff

• Prepare, evaluate, and analyze GAAP and tax-basis financial statements

• Directly communicate financial outcomes to business owners

• Resolve issues related to bank and credit card reconciliations, journal entries, and general ledger accounts

• Oversee fixed asset registers, accrual schedules, prepaid assets, debt schedules, and other balance sheet accounts

• Prepare month-end and year-end schedules for external auditors

• Lead special cleanup initiatives and implement more efficient reporting processes

• Analyze results, recognize trends, and offer recommendations to support client growth

• Manage client billings and prepare footnotes for financial statements

• Oversee monthly and annual filings, including 1099s, property tax, and sales tax

• Assist with client onboarding by creating dashboards, KPIs, and financial reports

• Offer advisory guidance and strategic support to clients

• Direct accounts payable and accounts receivable functions across various clients

• Review reconciliations, troubleshoot system challenges, and generate reports related to the general ledger

⛳️ Requirements

• 4–8 years of relevant experience

• Outstanding organizational and time management abilities

• Proficiency in Excel, including pivot tables and VLOOKUP

• Practical experience with Sage Intacct, Oracle NetSuite, QuickBooks Online/Desktop, Bill.com, and Expensify

• Keen attention to detail and a commitment to delivering highly accurate work

• Capability to juggle multiple tasks, meet deadlines, and work effectively under pressure

• Strong analytical thinking and problem-solving skills

• Excellent written and verbal communication abilities

• Capacity to explain financial concepts clearly to clients and colleagues

• Sound judgment and the ability to make independent decisions or escalate issues as needed

• Collaborative working style with a strong sense of ownership

• Eligibility to work in the U.S. for any employer

• Ability to provide proof of work eligibility and identification

• Must be 18 years of age or older

🏝️ Benefits

• Dedicated learning and development budget for each employee

• Coaches focused on career growth and development

• Opportunities for referral, performance, and business development bonuses

• Hybrid and flexible work environment

• Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance

• 401(k) plan with company matching

• PTO, paid holidays, and summer hours

• Regular volunteer support and charitable contributions through the WB Foundation