What are the responsibilities and job description for the Accounting Manager position at SBF Advisors?
Our firm’s Client Accounting Services department is currently seeking a self-motivated, detail-oriented individual to join our growing team. We are seeking someone who wants to participate in our firm's positive culture and is passionate about helping our practice grow.
- Functions in various capacities including Controller, CFO, or Project Leader for clients
- Learn to efficiently navigate firm software
- Practice
- ACS
- QBO
- QB Desktop
- Intaact
- ADP
- Bill.com
- Demonstrates ability to complete various accounting projects, including:
- Outsourced accounting services
- Bank reconciliation
- Payroll tie out
- Equity tie out
- Coding expenses
- Bill pay
- Accounts rec
- Trial balance review and tie out
- 1099s
- Annual business accounting (write-up)
- Tangible personal property returns
- Compilations without disclosure
- Monthly
- Quarterly
- Annually
- Auto worksheets
- Shareholder health insurance
- Outsourced accounting services
- Demonstrates strong understanding of basic accounting principles – debits/credits, journal entries, financial statements
- Demonstrates logical thinking when recording accounting information
- Begins to learn and apply different types of accounting methods
- Cash
- Accrual
- GAAP
- Learn and exhibit professional communication skills
- With team internally regarding status of projects, asking good questions, participating in meetings
- With clients as appropriate and as directed by client relationship managers
- Contributes to team effort by volunteering to help when possible
- Builds upon job knowledge by participating in department wide trainings as well as independent learning such as reading professional publications and regulations
- Supervises and trains associates and interns
- Provides performance evaluations to associates and seniors and effectively communicates strengths and opportunities for improvement
- Assists and guides staff and demonstrates ability to give constructive feedback
- Exhibits and models strong professional communication skills
- With team internally regarding status of projects, providing feedback appropriately to staff, leading meetings
- With clients – building a strong relationship as a trusted advisor
- Creates a team environment by volunteering to help when possible and motivating others to pitch in
- Builds upon technical knowledge by specializing in certain industries. Shares knowledge where appropriate with staff and whole department
- Experience working with public, private or private equity companies preferred.