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Client Accounting Services Accountant

Company: Moss & Yantis CPA PA
Location: Mount Pleasant
Posted on: March 15, 2020

Job Description:

Role Profile: Client Accounting AccountantPURPOSE This role works closely with other team members to ensure the delivery of quality service to our individual and small business clients through the successful completion of compliance and consulting projects within the defined parameters of project deadlines and budgets. Areas of service could include tax preparation, assurance services and client accounting services.REPORTS TO / Tax, Audit & Accounting Services ManagersACCOUNTABILITYKEY SUCCESS Technical knowledge and skills in financial transactions and creating financial reportsFACTORS for a diverse base of small business clients and individuals. Proficiency in firm software, including Microsoft Office Suite - with an advanced knowledge of Word, Excel, CCH Axcess & Engagement, and QuickBooks. Time and project management skills to complete one or more client assignments simultaneously, ensuring overall success of each project within given deadlines and budgets. Co-operative team player, displaying a positive attitude & flexibility during peak busy seasons and other times of increased work volume and activity. Demonstrate ability to develop effective relationships with client personnel and co- workers.PRIMARY Develops system to account for financial transactions by establishing a chart ofRESPONSIBILITIES accounts; defining bookkeeping policies and procedures Preparation of payroll, sales tax, local business licenses and other miscellaneous business filings as requested. Maintains subsidiary accounts/ledgers by verifying, allocating, and posting transactions, including reconciliation of accounts. Effective workpaper preparation in compliance with firm standards and procedures. Works as an effective team member to complete project components and assignment tasks. Build strong working relationships within team, as well as peer client level. Daily time tracking through firm billing software and sensitivity to maintenance of an appropriate billable time ratio. A commitment to work extended hours, including Saturdays, during the months ofJanuary through April and mid-August through mid-October.SECONDARY Develops an understanding the services the firm provides small business andRESPONSIBILITIES individuals. Actively pursues self-development opportunities, including continued development of technical and advisory skills through formal learning channels and ongoing professional development and coaching initiatives within the firm. Seeks to gain knowledge of client businesses and their related industries through resources provided within the firm. Assist other team members with client projects and assignments as needed - and work together to implements solutions for clients. Identifies opportunities to improve assignment profitability and identifies any risk management issues pertaining to client assignments.MEASURING REAL Demonstrated record of retention of application of technical skills.INDICATORS Meeting assignment objectives (timeframes, budgets, outcomes). Quality of work output in line with firm standards. Professionalism in approach to team members, clients, and the public while conducting firm business. Successful integration into the team, and participation in firm wide initiatives. Demonstrated client satisfaction. Demonstrated follow through to meet time and scheduling commitments.QUALIFICATIONS Bachelor's Degree in Accounting or related field preferred or extensive experience as full-charge accountant 2-5 years relevant experience in a small local public accounting firm preparing financial statement compilations. Experience in delivery of quality client service. Proficiency in MS Excel, MS Word, as well as financial statement and tax preparation software - experience in QuickBooks and CCH Access software products preferred. Excellent verbal and written communication skills. Strong interpersonal and relationship building skills. Team player with a positive - 'can do' approach.WORKING CONDITIONS Involves work in the firm's office or on the client's premises. Work on the client's premises may require the use of a personal car. Moderate to low overtime required throughout the year. High level of overtime may be required during peak seasons (tax and audit)._OUR MISSION STATEMENT __ _ MYCPA Firm is an accounting firm and consulting firm offering a broad range of services to meet the needs of our clients by fostering an environment that encourages personal and professional growth and a passion for the firm's core values. We will be known for delivering timely, quality professional services through a multi-disciplinary approach.Job Type: Full-timeSalary: $42,000.00 to $47,000.00 /year

Keywords: Moss & Yantis CPA PA, Mount Pleasant , Client Accounting Services Accountant, Accounting, Auditing , Mount Pleasant, South Carolina

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