Summary/Objective
Managing the day to day accounting operations for a portfolio of clients, delivering accurate financial reporting, ensuring compliance, and mentoring and review work of staff.
Job Responsibilities include but are not limited to:
- Manage full cycle accounting for a portfolio of clients
- Serve as primary point of contact for assigned clients
- Help in documenting processes and procedures and developing uniformity for new clients with team policies
- Review work from accountants on team and ensure meeting of close deadlines
- Teach and be a resource for team members
- Identify process improvements and implement best practices to streamline department processes
- Support clients looking for budgeting, forecasting and other analytical and advisory needs
- Prepare schedules, account analyses, and worksheets as requested
- Participate in business development to grow the department
- Process payroll and assist with 3rd party payroll journals
- Assist in annual 1099 preparation
- Other special projects/tasks as required
Work Environment
This job operates in a professional office environment.
Position Type
This is a full-time position. Hours should comply with business hours and schedule approved by management. This is a hybrid position with up to 3 days from home after initial training period.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time or without notice.
QualificationsRequired Education and Experience
- 5+ years’ experience in an accountant role
- 2+ years’ experience at a public accounting firm
- QuickBooks knowledge and proficient experience required
- Experience supervising or managing a team
- QBO certification is a plus
- Experience with Bill, ADP Run, or LiveFlow is a plus
- Proven basic accounting skills and accuracy with numbers
- Ability to handle multiple projects at the same time while ensuring quality and timeliness
- Quickly adapts to new technology and stays current with technology changes
- Proficiency MS Suite skills including Word, Excel, and Outlook.
- Excellent communication skills (spoken and written) and strong organizational skills are a must.
- Bachelor’s degree in Accounting or related field
Skills Required
- 5+ years' experience in an accountant role
- 2+ years' experience at a public accounting firm
- QuickBooks knowledge and proficient experience required
- Experience supervising or managing a team
- QBO certification is a plus
- Experience with Bill, ADP Run, or LiveFlow is a plus
- Proven basic accounting skills and accuracy with numbers
- Ability to handle multiple projects at the same time
- Quickly adapts to new technology and stays current with technology changes
- Proficiency MS Suite skills including Word, Excel, and Outlook
- Excellent communication skills (spoken and written) and strong organizational skills
- Bachelor's degree in Accounting or related field
What We Do
Weinstein Spira is a CPA and advisory firm offering comprehensive tax and audit services. They also specialize in business management, wealth transfer, and planning needs.
