Client Accountant - fully remote

MyCFOPartners is a leading provider of outsourced accounting and finance solutions for small and mid-sized businesses across the U.S. We help CEOs, business owners, and management teams to spend more time ON their business, less IN it by taking accountability for the finance vertical. We work as a team to ensure the day-to-day tactical and long-term strategic accounting and finance elements of our clients are covered for demonstrable forward progress. We provide value in every area from day one.

The Client Accountant is accountable for the tactical, day-to-day bookkeeping and accounting of their portfolio of clients. They must be comfortable with working in a fast-paced environment and switching focus between clients throughout the day and managing a wide variety of tasks. Every client is different and every contract and set of deliverables varies based on our clients’ needs – there is no “one size fits all” approach. This role reports to the Controller and will interact with the CEO frequently.

This role requires an intense focus on details. If you are not a detail-oriented person, you will most likely not succeed in this position.

Team alignment in any organization is critical, and we are looking for someone who will align with our core values:

• We treat our customers’ businesses like our own – we treat others as we’d want to be treated
• Doing what’s right, not being right – let go of your ego
• Unquestionable accountability – you own your actions and your role completely
• We value our time – it’s our only inventory, so we don’t give it away
• Planning for the future – we surround ourselves with pragmatic planners with an eye on the future

Overall, we offer our team the ability to work on a variety of clients, gain valuable industry expertise to learn and grow, a generous compensation package, a remote work experience, and an open and honest environment. In return, we ask for our team to fully commit to their role, align with our core values, and to get, want and have the capacity to deliver on their role.

Responsibilities/Accountabilities

• Executing on the deliverables and services as outlined in each assigned client’s statement of work
• Ensuring accurate, reliable, and timely financial transaction processing
• Processing AP and AR; managing collections
• Entering and processing bank and credit card transactions
• Maintaining various internal schedules and tracking spreadsheets
• Managing sales tax processes and filings
• Communicating with client internal teams and external parties via email, phone, and video as needed, acting as white-labeled extension of client
• Contributing to the monthly closing of financials
• Providing insight to and participating in the development, implementation, and maintenance of consistent accounting processes and practices
• Attending various client meetings and providing value-added insight
• Utilizing task management software to ensure timely delivery of assigned work; may be required to track time for any/all assigned clients
• Keeping management apprised of client account status, relationship, major changes/issues, etc.
• Other responsibilities and duties as assigned by management

Qualifications

• Bookkeeping/accounting experience, required - 3 years preferred
• Bachelor’s degree – Accounting, preferred
• Advanced Excel skills, required
• Experience with Quickbooks Online, preferred
• Detail-oriented and excellent communication, written and verbal - required
• Excellent time management skills; ability to heavily multi-task and manage multiple client calendars and email accounts effectively
• Client-facing experience, preferred; comfortable being on video and phone calls
• Experience with and ability to manage multiple technology stacks – accounting systems (Quickbooks, Xero, FreshBooks, Zipbooks, etc.), payroll systems (ADP, Paylocity, Paycor, Paychex, Gusto, Justworks, etc.), Slack, MS Teams, Google Docs, etc.
• 100% Remote position - dedicated office space in a professional setting with office-like background, free from noise, distractions, and pets (not in a bedroom or family area); preference given to FL candidates
• Appropriate high-speed internet access capable of video calls – laptop/equipment will be provided

Compensation/Benefits

• $50,000 - $60,000 salary, depending on experience
• 100% remote with no travel expectations
• 15% 401k contribution from the company – not a match – we contribute 15% of your salary automatically to your 401k plan, regardless of what you contribute
• Monthly health insurance stipend
• Cell phone reimbursement
• Unlimited PTO