Senior Accounting Associate

Posted Yesterday
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Phoenix, AZ, USA
In-Office
Senior level
Fintech • Financial Services
The Role
Manage multiple client accounting engagements including bookkeeping, GL reconciliations, journal entries, month- and year-end close, financial statements, and client communication. Onboard clients, resolve complex accounting issues, mentor associates, ensure GAAP/tax-basis compliance, and identify process improvements to enhance efficiency and service delivery.
Summary Generated by Built In
ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it.
Overview

The Senior Accounting Associate manages assigned client relationships with minimal oversight and serves as the primary point of contact for routine accounting matters.  This role provides accounting and advisory support to multiple clients, delivers high-quality financial information, and helps identify solutions to accounting challenges in a fast-paced, client focused environment. 
 
MAJOR RESPONSIBILITIES
  • Manage accounting and bookkeeping functions for multiple client engagements simultaneously.
  • Prepare and review general ledger reconciliations, journal entries, and supporting scheduled.
  • Perform month-end and year-end close activities for assigned clients.
  • Prepare and review financial statements and management reports.
  • Analyze financial information and identify discrepancies, trends or issues requiring attention.
  • Communicate directly with clients regarding routine accounting questions, requests, and deliverables.
  • Manage assigned client relationships with minimal oversight while maintaining a high level of responsiveness and professionalism.
  • Assist with onboarding new clients and transitioning accounting services into firm workflows.
  • Collaborate with members of the accounting team and firm leadership to resolve complex accounting matters. 
  • Provide guidance and technical support to Accounting Associates and other  team members as needed. 
  • Maintain compliance with firm standards, accounting principles and client confidentiality requirements.
  • Identify opportunities to improve processes, efficiencies, and client service delivery.
SKILLS AND ABILITIES
  • Advanced proficiency in QuickBooks Online and QuickBooks Desktop.
  • Strong understanding of GAAP and tax-basis accounting.
  • Ability to manage multiple-client relationships, deadlines, and competing priorities simultaneously.
  • Strong knowledge of financial statement preparation, account reconciliations, and month-end close processes.
  • Excellent analytical and problem-solving skills with the ability to find and resolve accounting discrepancies.
  • Highly detail-oriented, organized, and committed to accuracy.
  • Excellent verbal and written communication skills.
  • Advances proficiency in Microsoft Excel and working knowledge of Microsoft Office applications. 
  • Ability to work effectively with minimal oversight while exercising sound professional judgement.
  • Demonstrated commitment to exceptional client service and relationship management. 
EDUCATION AND EXPERIENCE:
  • Bachelor's Degree in Accounting or related field preferred.
  • 5+ years of accounting, bookkeeping, or client accounting services experience.
  • Experience managing multiple client engagements simultaneously,
  • Public accounting, outsources accounting, or multi-client experience.
  • CPA designation or active pursuit of CPA licensure preferred
  • Experience with Sage, Great Plains, NetSuite, or similar accounting platforms a plus. 

 BENEFITS:

  • Medical, Dental, and Vision
  • GAP Benefits
  • Supplemental Benefits
  • Life and AD&D Insurance
  • Short- & Long-Term Disability Plans
  • 401k with Company Matching
  • Bonus Structure
  • Flexible PTO with sick time
  • Incentive Program
  • Development Program
  • Company Wellness Program

APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. 
WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. 
EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.

 

#LI-Onsite

Skills Required

  • Advanced proficiency in QuickBooks Online and QuickBooks Desktop
  • Advanced proficiency in Microsoft Excel
  • Strong understanding of GAAP and tax-basis accounting
  • 5+ years of accounting, bookkeeping, or client accounting services experience
  • Experience managing multiple client engagements simultaneously
  • Public accounting, outsourced accounting, or multi-client experience
  • Excellent verbal and written communication skills
  • Ability to work effectively with minimal oversight and exercise sound professional judgment
  • Bachelor's Degree in Accounting or related field
  • CPA designation or active pursuit of CPA licensure
  • Experience with Sage, Great Plains, NetSuite, or similar accounting platforms
  • Ability to occasionally lift, hold, or carry items weighing up to 40 pounds
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The Company
HQ: Phoenix, Arizona
77 Employees
Year Founded: 2010

What We Do

Welcome to ATLAS Advisors That Listen And Serve We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life. We service clients all of the globe. We have office locations in Arizona, California, Colorado, Iowa, Illinois, Ohio, Texas and Wyoming

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