Duties and Responsibilities:

Client Relationship & Business Growth

● Develop and maintain strong, positive relationships with clients to drive business

growth, enhance client retention, and promote additional products and services.

● Collaborate with clients to gather information regarding potential deductions, grants,

and allowances.

● Provide exceptional customer service by consistently exceeding client expectations.

● Communicate clearly and professionally in person, over the phone, and in writing.

Accounting & Financial Management

● Oversee daily accounting operations, including accounts payable, accounts receivable,

general ledger maintenance, bank reconciliations, and payroll processing.

● Review and approve period-end accruals and adjustments, ensuring accuracy,

completeness, and compliance with accounting standards and internal controls.

● Lead month-end and year-end close processes, delivering timely and accurate financial

reports, including balance sheet, profit & loss, and cash flow statements.

● Ensure all accounting work is completed in accordance with professional standards,

internal policies, and best practices.

● Collaborate with management, clients, and internal teams to resolve complex

accounting issues using sound judgment and practical solutions.

Tax & Compliance

● Ensure timely and accurate preparation and filing of sales tax returns.

● Oversee workers’ compensation reporting and audits to ensure compliance with

regulatory deadlines.

● Complete and review accounting checklists with staff accountants and accounting

technicians.

● Coordinate with the tax department to ensure accuracy and completeness of financial

data for tax reporting purposes.

Team Leadership & Mentorship

● Mentor and support team members, fostering a collaborative and supportive work

environment.

● Mentor and support team members, fostering a collaborative and supportive work

environment.

● Supervise assigned staff accountants, providing guidance and oversight of their work.

● Collaborate with the billing department to ensure timely and accurate client invoicing.

Operational & Administrative

● Prioritize daily responsibilities to meet deadlines and departmental goals.

● Identify opportunities to cross-sell additional products and services to clients.

● Work overtime as necessary to meet key accounting deadlines.

● Perform other related duties and special projects as assigned.

Job Qualifications:

● Bachelor’s degree in Accounting,; CPA is a must

● 5+ years of progressive experience in accounting or financial management

● Proficient in Xero, QuickBooks, Hubdoc, or similar platforms is a must

● Strong knowledge of IRS, GAAP and financial reporting principles

● Excellent analytical, problem-solving, and communication skills

● Highly organized with the ability to multitask and meet deadlines

● Demonstrates professionalism, client service focus, and leadership ability

● Self-motivated with a commitment to continuous learning and improvement