Job Summary

We are a fast-growing strategic accounting, tax, and advisory firm working with 700+ small businesses in the United States. We are seeking an energetic and motivated Accountant to join our onboarding team.

This position will be responsible for supporting our client-facing onboarding coordinators and working with our outsourced accounting team to provide a smooth onboarding process for new clients. This position will assist with chart of accounts set up, review transaction recording, and complete an in-depth review of all accounting entries and transactions prior to signing off on completed books for our recurring monthly accounting teams.

This position will report directly to the General Manager.

 Responsibilities:

• Initial account set up in Xero and other preferred tools.
• Create beginning conversion balances in Xero, reconciling to prior year tax return or other sources provided.
• Review of transaction recording for multiple months of client clean-up.
• Investigate and reconcile all balance sheet items as the clean-up date.
• Communicate with onboarding coordinators for efficient document request items.
• Identify any discrepancies in the accounts, troubleshoot origin, and make correcting entries to ensure accurate financial reporting.
• As needed, document process steps for ongoing monthly processes such as loan payments or payroll recording.
• Provide a final sign off on accuracy of all accounts prior to client “graduating”  the onboarding stage.
• Assist as needed with other clients as accounting questions arise.
• Additional duties as assigned or needed.

Job Requirements:

• Bachelor’s degree in Accounting, Finance, or Business
• 2-5 years of experience in accounting/Public
• Experience working with multiple clients
• Computerized general ledger software experience, Xero preferred
• Excellent verbal and written communication skills
• Possess a strong work ethic and professional sense of integrity
• Self-motivated with strong problem-solving and organizational skills
• Possess a positive attitude and attention to detail