Accounting Advisory Services Associate

Posted Yesterday
Be an Early Applicant
San Antonio, TX, USA
Hybrid
Junior
Professional Services • Financial Services
The Role
Performs client accounting assignments including accounts payable, accounts receivable, payroll, expense reporting, reconciliations, month-end close, journal entries, work papers, and financial statement preparation. Maintains vendor and customer records, resolves discrepancies, supports accounting schedules, responds to client inquiries, and prepares process documentation. The role requires accounting software proficiency, Excel skills, accrual-basis accounting, and GAAP knowledge.
Summary Generated by Built In

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver's Accounting Advisory Services practice is expanding! With 75+ years of experience providing accounting and finance support and guidance to our clients, our team has the knowledge and experience to assist clients of all sizes in various industries.

We are seeking an Accounting Advisory Services Associate that will be responsible for performing accounting assignments. The ideal candidate will demonstrate a basic understanding of business operations and accounting systems as well as a basic familiarity of accounting standards.

To be successful in this role, the following qualifications are required:

  • Bachelor’s degree or Certificate in Accounting
  • 2 years of experience in a similar role
  • Proficiency in Desktop QuickBooks, QuickBooks Enterprise, QuickBooks Online, , Xero, Bill.com, , etc.
  • Strong attention to detail
  • Ability to work both independently and as part of a team
  • Experience with Excel at an intermediate level including understanding and ability to use pivot tables, V-Lookups, H-Lookups, If/then statements, etc.
  • Experience in writing instructions for client tasks and company tasks that can be used as guidelines, checklists, training, etc. for clients and employees
  • Understanding of accrual-basis accounting and GAAP

Additionally, the following qualifications are preferred:

  • Audit and assurance experience working at a national CPA firm
  • CPA Candidate

The following are examples of responsibilities of the role:

  • Accounts Payable: enter bills, match bills received to purchase orders and route for approval, pay bills, and reconcile vendor statements, including investigating and correcting any discrepancies
  • Address client inquiries in a timely, positive and collaborative manner
  • Set up new vendors and maintain vendor files to make sure information is complete and accurate, including obtaining W-9 documents
  • Accounts Receivable: invoicing, applying payments against receivables accounts, and reconciling customer balances
  • Process payroll using third-party software
  • Expense reporting: gather expense receipts, code expenses to appropriate account, reconcile receipts received to expense reports, and submit expense reports for processing
  • Gather supporting documents (i.e. invoices and bills) and prepare simple month-end closing schedules for review, such as fixed assets rollforward, debt rollforward, prepaid expenses, and accrual schedules
  • Reconcile bank and credit card accounts
  • Perform monthly close procedures
  • Perform reconciliations and tie out period end trial balance
  • Assist with preparation of work papers and journal entries for clients
  • Prepare financial statements
  • Meet with clients on an as-needed basis
  • Perform other administrative and accounting related duties as assigned

Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.  Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here -Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!  

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.  

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree or Certificate in Accounting
  • Two years of experience in a similar role
  • Proficiency in Desktop QuickBooks, QuickBooks Enterprise, QuickBooks Online, Xero, and Bill.com
  • Strong attention to detail
  • Ability to work independently and as part of a team
  • Intermediate Excel experience, including pivot tables, V-Lookups, H-Lookups, and If/Then statements
  • Experience writing instructions, guidelines, checklists, and training materials for clients and employees
  • Understanding of accrual-basis accounting and GAAP
  • Audit and assurance experience at a national CPA firm
  • CPA candidate status
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The Company
HQ: Houston, TX
2,082 Employees
Year Founded: 1950

What We Do

Weaver has built a nationwide presence on an unwavering commitment to client success, acting with integrity and always striving to transcend expectations. From start-ups to multi-national Fortune 500 companies, we deliver solutions for our clients that drive growth and transformation. Weaver’s clients include commercial, government and not-for-profit organizations across a wide range of industries. The firm is particularly well-known in financial services, energy, manufacturing and distribution, construction, technology, real estate, health care and government. Our comprehensive assurance, tax and advisory services leverage the deep experience of our teams and offer strategic solutions that push to the next level of what’s possible. Our experience includes risk advisory, IT advisory, energy compliance and consulting, forensics and litigation services, transaction advisory, valuation and specialty tax services, including international tax, state and local tax, tax credits and incentives, fixed asset advisory, tax provision, tax controversy and private client services. The Houston-based firm is nationally ranked by both INSIDE Public Accounting (IPA) and Accounting Today, including recognition as a Best of the Best and Fastest-Growing firm by IPA. Since 1950, our commitment to excellence has been backed by the experienced talent in our growing firm, and today, Weaver holds top workplace recognitions in many of the markets we serve. Advance your career at a firm that invests in you. Learn more at weaver.com.

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