Key skills
Sales
About this role
Role Overview
- Prepare/write up full monthly work for standard / less complex clients
- Prepare/update fixed assets schedules and reconcile to financial statements
- Communicate with team members for missing items for monthly work
- Complete period-end and year‐end workpapers
- Help all other levels when needed
- Join in on helping facilitate what is needed for the Team as a whole
- Begin to understand concept of budget and realization goals for both for clients and team
Requirements
- Some experience or college degree (accounting, business, economics, finance, etc.) required
- Strong attention to detail
- Ability to work well in a team environment
- Ability to be flexible
- Ability to handle more than one project / task at a time
- Ability to learn different software and understand how they work and improve the firm in total
- Ability to think critically
- Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, Etc.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options