Basics

Must have prior accounting, bookkeeping and / or tax experience in a public accounting firm. The pace and volume of a public accounting firm is like no other.

Must be proficient with QuickBooks Online. Must have or be willing to obtain ProAdvisor Certification.

Must be proficient with a paperless environment and workflow management concepts.

$70,000 to $80,000 total compensation. Bonuses, if offered, are considered in addition to total compensation.

Bonuses are subjectively determined and based on qualitative intangibles.

Role Responsibilities

You will be working directly with other Accounting Services team members and be a direct report to an Accounting Services Manager. Your duties include-

• Assisting in management of the Accounting Services team and its processes which includes preparing financial statements, preparing sales and property tax filings, providing accounting consulting, and other closely related functions,

• Assisting Accounting Services Managers in the onboarding process for new clients and ensuring a positive client experience,

• Connecting with clients to gather essential information,

• Preparing accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards,

• Conducting monthly, bi-monthly, quad-monthly and ad hoc account reconciliations to ensure accurate reporting, ledger maintenance, and balance sheet accounts,

• Rebuilding prior period account reconciliations, and correcting prior deficiencies,

• Analyzing financial statements for discrepancies and other issues,

• Processing client payrolls through ADP (very limited, as secondary or backup to the payroll team)

• Preparing personal property tax returns, sales tax returns, and use tax returns,

• Delivering and reviewing management-use only financial statements with clients, and representing WCG and the public accounting community with integrity,

• Resolving sales and property tax notices and other related issues,

• Researching complex or unusual accounting questions, and drafting memos and conclusions,

• Promoting new ideas and business solutions to existing clients and prospective clients,

• Answering client phone calls and emails,

Accounting Services role responsibilities and duties will change from time to time depending on circumstances, your skillsets and requests, and other factors. They are reviewed, modified if necessary and agreed to during Employee Reviews.

Full Job description can be found on our website at https://wcginc.com/about-us/employment/accounting-services-role-description/.