Description
We are seeking a highly skilled and detail-oriented Accountant to join our Client Accounting Services team. This is an elevated bookkeeping and accounting role that goes well beyond data entry — you will serve as a trusted financial partner to a portfolio of clients, owning the full-cycle accounting process and delivering accurate, timely, and insightful financial information. A CPA license or active candidacy is strongly preferred and will be given significant weight in the selection process.
Key Responsibilities
- Manage full-cycle accounting for a portfolio of clients, including AP/AR, bank reconciliations, and general ledger maintenance
- Prepare accurate monthly, quarterly, and annual financial statements in accordance with GAAP
- Perform month-end and year-end close processes, including journal entries, accruals, and account reconciliations
- Analyze financial data to identify trends, variances, and opportunities for improvement; communicate findings clearly to clients
- Assist clients with budgeting, forecasting, and cash flow management
- Coordinate with internal and external tax CPAs, and external auditors
- Maintain organized, audit-ready client files and documentation
- Proactively identify and communicate accounting issues or irregularities to senior team members
- Stay current on changes in accounting standards, tax regulations, and best practices
- Contribute to the continuous improvement of internal processes and client service delivery
Requirements
Required
- Bachelor's degree in Accounting, Finance, or a related field
- 5+ years of accounting experience, preferably in a public accounting or outsourced accounting environment
- Strong working knowledge of GAAP and financial reporting principles
- Proficiency with accounting software (QuickBooks Online, Xero, or similar platforms)
- Advanced proficiency in Microsoft Excel
- Exceptional attention to detail and a commitment to accuracy
- Strong organizational and time management skills with the ability to manage multiple client engagements simultaneously
- Excellent written and verbal communication skills
Strongly Preferred
- Active CPA license or CPA candidate
- Experience in a client-facing or outsourced accounting (CAS) environment
- Familiarity with bill.com, Gusto, ADP, or similar platforms
Skills Required
- Bachelor's degree in Accounting, Finance, or related field
- 5+ years of accounting experience
- Strong working knowledge of GAAP and financial reporting principles
- Proficiency with accounting software (QuickBooks Online, Xero, or similar)
- Advanced proficiency in Microsoft Excel
- Exceptional attention to detail and commitment to accuracy
- Strong organizational and time management skills managing multiple client engagements
- Excellent written and verbal communication skills
- Active CPA license or CPA candidate
- Experience in a client-facing or outsourced accounting (CAS) environment
- Familiarity with bill.com, Gusto, ADP, or similar platforms
What We Do
Lohman Company, PLLC is an award-winning Certified Public Accounting & Professional Services firm headquartered in Mesa, Arizona, offering Tax, Assurance, Client Accounting, and Advisory services.
