Accountant

Location: Remote
Type: Full-Time

Role Overview:
Join our dynamic finance team as an Accountant, where you will not only maintain accurate financial records but also serve as a personalized advisor to assigned clients. You will work closely with a manager and collaborate with financial or data analysts to deliver exceptional service to our clients.

Responsibilities:

  • Manage accounts payable and receivable, including regular reconciliation to maintain financial accuracy across client accounts.
  • Prepare accurate financial reports and monthly financial statements.
  • Assist in the preparation of tax returns, annual budgeting, and financial forecasting.
  • Meet regularly with assigned clients and their managers to review financial reports and provide strategic advice.
  • Work closely with a manager and liaise with financial or data analysts to provide comprehensive support and insights to clients.
  • Participate in professional development to stay updated with industry practices.

Qualifications:

  • Proven experience in customer service is a plus.
  • Strong knowledge of accounting software such as QuickBooks; certification as a QuickBooks ProAdvisor is advantageous.
  • Experience with payroll systems such as Gusto is a plus.
  • Excellent customer service skills with a focus on client satisfaction.
  • Exceptional attention to detail and proficiency with numbers.
  • Strong organizational and communication skills, capable of working effectively with team members and clients.
  • Formal accounting or finance degree is beneficial but not required; practical experience, relevant certifications, and a willingness to learn will be considered in lieu of formal education.

Additional Information:

As a key member of our team, you will be expected to serve not just as an accountant, but as a trusted financial advisor, creating personalized solutions that help our clients achieve their financial goals. You will have the opportunity to grow professionally in a supportive, flexible, and collaborative remote work environment.