Outsourced Senior Accountant

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Employee discounts
• Flexible schedule
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

Reports to: Team Shareholder and/or Manager, Supervisor
Supervises:
Staff and In-Charge Accountants
FLSA: Exempt (when full time)

Position Overview:
The Senior Accountant of Outsourced Accounting Services is responsible for leading accounting services engagements for small to medium sized businesses, as well as leading advisory teams in support of client outsourcing initiatives. Additionally, the Senior Accountant is responsible for assisting in the development of initial assessments, project plans, vendor selections, financial modeling, RFP creation, contract negotiations and post selection administrative actions.

Performance is evaluated based on quality and accuracy of work, application of accounting and auditing knowledge, supervision of Staff and In-Charge personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines. This position will focus heavily on not-for-profit / non-profit organizations as well as some time spent with for-profit businesses.

Essential Functions:

• Works closely with the Manager in the planning and development of project deliverables, and assumes responsibility for budget, work plans, timeline and meeting due dates.
• Coordinates and oversees various phases of engagement, plans engagement, budgets time and expenses, monitors actual performance against budget and reviews working papers for accuracy and completeness (both for self and other staff).
• Meets time and budget constraints, as well as client and internal deadlines.
• Interacts directly with senior client and service provider executives.
• Communicates engagement's progress, problems, resolutions, financial information, and other business concerns to the client, Manager, team members, and other business units.
• Participates in client meetings, as required.
• Maintains contact with clients throughout the year; has thorough knowledge of the client and all facets of the client’s business or personal needs.
• Studies and evaluates clients' internal controls, as applicable.
• Prepares engagement letters for approval by Manager.
• Aids in preparing proposals. Develops the financial, statement of work, service level and contract terms portions of the RFP.
• Accumulates knowledge of general economic, political trends or other legislation that could affect the business climate.
• Resolves accounting problems as they arise and informs Manager.
• Provides supervision and on-the-job training to staff assigned to engagement.
• Displays proficiency in the following software:
  • Quick Books Online
  • Sage Intacct
  • Martus Tools
  • Flo Qast
  • Other 3rd party applications that work with QBO and Intacct

Other Functions:

• Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.
• Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position).
• Participates in local civic, charitable, business, and other organizations.
• Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.
• Demonstrated ability and desire to secure new business for the firm.
• Performs other duties as assigned.

Required Experience and Skills:

• Proficiency with various accounting software, spreadsheets, and word processing.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Current knowledge of accounting principles.
• Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
• Effective verbal and…