Accounting Trainer Job San Francisco area,California USA,Accounting

Summary/Objective

Reporting to the Accounting Manager, the Accounting Trainer is responsible for the initial training of client’s usage of accounting software and/or internal training of new associates joining the CWA accounting team as well as assist tenured associates when needed.

Essential Functions

Train new clients on accounting software and CWA accounting processes

Train new associates on all internal procedures to include general ledger and bank reconciliation, payroll integration, preparation of a balance sheet & income statement for a growing CPA firm specializing in financial planning to national clientele

Assist existing associates when needed

Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department

Establish records of accounts and input entries into proper accounts

Document and ensure proper keeping of financial records, making use of current technologies

Responsibilities and Duties

Initial setup of a client’s account to include general ledger beginning balances

Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy

Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries

Record journal entries to reconcile balance sheet accounts to supporting documents

Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099

Work independently with clients as needed to facilitate completion of financial statements

Backup for Software Specialist when necessary

Visit with client during annual consultation to develop accounting/client relationship

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

Bachelor’s degree from a regionally accredited institution preferred
5-10 years of experience in accounting field required
Multi-client CPA firm experience required
Quick Books and Xero Software experience preferred
Proficient in both Microsoft Word and Excel
Act as a team player and demonstrate a positive attitude

Travel

No travel is expected for this position.

Work Environment

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required.

Position Type and Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.

Job Compensation & Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation

Minimum: $75,000.00 - Maximum: $90,000.00 USD

Benefits

Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer‑paid Short‑Term Disability, Long‑Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization‑paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer‑paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at Your concerns will be handled with the utmost confidentiality and care.

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