Overview
Want more freedom and better work-life balance in your accounting career and ditch timesheets?
We are a family-friendly, growing and dynamic accounting firm with offices located in Walnut Creek, CA, Las Vegas, NV and St. George, UT. We have recently hit a growth stage and we are looking for new team members. We will be expanding into Salt Lake City, UT at some point. In order to facilitate work-life balance, we encourage a significant of our work to be done remotely with occasional in-person meetings with clients and/or staff. We are seeking a Senior Accountant with Sage Intacct experience who will work directly with the owner and the Accounting Manager to help contribute to the efficient and effective fiscal supervision of our clients by executing daily tasks with a strong attention to process and to detail. This position will work with clients throughout the United States and enjoy using cutting-edge technology to deliver stellar service. We will only consider candidates who have 3-4 years of Sage Intacct experience.
Note: Our preference is to hire someone in the Bay Area, Las Vegas, St. George, or Salt Lake City area. However, we will consider someone with the right experience and fit from any location.
As a firm, we enjoy the ability to make a difference in our clients’ operations and missions through delivery of actionable information to management. This role will utilize strong accounting knowledge, good communication skills, time management skills, good client service, and effective problem solving to ensure success. The candidate must enjoy learning new systems/technology and applying these technologies to client work. This is a great opportunity for a self-starter looking for a flexible schedule who is seeking more opportunity and growth as an accountant in the expanding area of providing cloud accounting services.
Responsibilities include:
· Ability to operate as a team player with other members of the staff and clients to resolve client accounting issues that involve the client transactional or process issues or cloud system accounting issues.
· Strong understanding of GAAP and how it applies to client financial records.
· Ability to analyze and document client procedures for effectiveness and efficiency which ensure proper record keeping of financial data, making use of current technologies.
· Preparation of journal entries and matching/entry of bank/credit card entries.
· Prepare accounting records, including journal entries from clients’ records, ensuring proper backup is attached to each journal entry so it is supported according to client policy/procedures. Establish records of accounts and input entries into to proper accounts.
· Reviews/performs reconciliations of client accounts on a monthly basis and ties those reconciliations to the general ledger/subsystems to demonstrate strong fiscal management.
· Continuing to build proficiency on cloud software programs such as Sage Intacct, Xero, Bill.com, and Cash-flow projection software.
· Debits, credits and totals accounts in computer spreadsheets such as Excel and other databases, using specialized accounting software.
· Checks figures, postings and documents for correct entry, mathematical accuracy and proper codes.
· Complies with federal, state and company policies, procedures and regulations.
· Codes documents according to company procedures.
· Reconciles and reports discrepancies found in records
· Builds a good relationship as a liaison to the clients.
QUALIFICATIONS
· CPA required (or in process) with a B.A or B.S. Degree in accounting or finance plus at least 4 years accounting experience.
· Nonprofit experience desirable.
· 3-4 years of Sage Intacct experience is critical.
KNOWLEDGE, SKILLS AND ABILITIES
· The ability to express oneself clearly both orally and in writing.
· Passion for learning and expanding their accounting skills.
· Demonstrated experience assisting clients with a variety of accounting needs.
· Good people skills with experience collaborating in a multi-disciplinary, diverse, and dynamic team.
· Self-starter who can work with minimal supervision and be comfortable in an evolving environment.
· Demonstrated ability to set priorities, meet deadlines and maintain emotional control in a fast-paced setting.
· Enjoy learning new systems/technology and applying it to clients.
· Demonstrated experience and expertise with Microsoft Office
· Ability to work with a project workflow system (Jetpack Workflow)
· Ability to make decisions and take initiative in problem solving and conflict resolution.
· Growth potential to move into a more senior role/equity ownership.
ENVIRONMENTAL CONDITIONS
The work environment characteristics and physical effort described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
ABOUT UNALP CPA
We are not your typical CPA firm. We are a unique and innovative firm who specializes in the accounting needs of small to medium size businesses. Our professional practices allow for better financial information to management and are the most cost-effective choice for a small business. Our services include: Outsourced Accounting- As a remote accountant, we update and manage our client’s records daily, schedule regular meetings to provide financial oversight and act as a financial partner. We also offer Dynamic Accounting which accesses the client’s accounting records and projects their cash flow out for one year. Outsourced Payroll- We process payroll correctly to give clients additional peace of mind. Tax Return Prep and Planning- We seamlessly complete income, property and sales tax returns. We also provide planning for businesses to assure you are receiving the deductions you deserve.
Job Type: Full-time or potentially 6-7 hours per day (pay below adjusted accordingly)
Pay: Full-time $80,000.00 – $90,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Schedule:
Monday to Friday
Supplemental pay types:
Bonus pay
Experience:
GAAP: 3 years (Preferred)
Work Location: Remote
Qualifications
