DMMS Senior Associate | Hybrid | or Atlanta, GA

Position: DMMS Senior Associate | Hybrid |  or Atlanta, GA
Job Title:

DMMS Senior Associate

Location:

Birmingham, AL or Atlanta, GA
Division:
Family Office Services
Company:
Warren Averett
Job Type: Full-Time

About Us:

Warren Averett is a leading CPA and advisory firm that services span beyond audit and tax to include corporate advisory, technology and risk solutions, HR Solutions, and more. While gaining professional skills that you can carry throughout your career, we help our employees to build relationships that can take you where you’d like to go. Not only has Warren Averett ranked on two of Forbes’ Best lists (America’s Best Tax Firms and America’s Best Accounting Firms), but the firm has also repeatedly been named a Best Place to Work in several of our offices throughout our footprint.

We strive to create a strong sense of comradery and to provide an inclusive workplace culture where our employees can grow and thrive professionally and personally.

Warren Averett is seeking an experienced accounting professional for our Birmingham, AL  or Atlanta, GA offices.  The ideal candidate will have 3 or more years of experience.

Responsibilities Establish rapport with new clients and maintain relationships with current clients.

Collaborating with multiple clients in providing high value personal accounting services

Maintain and prepare monthly reporting for multiple clients by recording journal entries, reconciling bank and investment statements, and producing monthly cash reports.

Processing account payables for clients

Prepare general ledger for accountant to use for tax purposes.

Communicating results with the client and Members Ability to budget time and charge time efficiently.

Assist with projects, as needed.

Requirements Solid understanding of General Ledger and personal finance1 year experience working with Quickbooks Online ( QBOA certification a +)Ability to learn new online software quickly (Knowledge of  a +)Ability to work collaboratively in a team environment with enthusiasm and a positive attitude

Must demonstrate a sense of urgency around critical priorities, but work calmly, independently and effectively under pressure

High degree of computer literacy, specifically in Microsoft Excel, Outlook, Adobe and Word Excellent Written and verbal communication skills with clients, management, members and vendors

Able to work well in a team environment.

Warren Averett is an equal opportunity employer. We hire, promote, and make all other employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, pregnancy, genetic information, protected military service, disability, age, or any other unlawful characteristic.