Accountant

Accountex -IH; Richardson (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Accountex -IH is seeking a Senior Accountant to maintain the accuracy of client financial reporting through reviews, analytics, and inquiries. Responsibilities include reconciling accounts, preparing reports, and supporting payroll setup for multiple clients.

The role requires 3 years of bookkeeping/accounting experience and a Bachelor’s degree in Accounting or Finance, with QuickBooks experience preferred.

Qualifications

• 3 years of bookkeeping/accounting experience.
• Bachelor’s degree in Accounting or Finance.
• QuickBooks experience preferred.

Responsibilities

• Perform monthly reconciliations of all accounts.
• Prepare and analyze financial reports for clients.
• Communicate with clients via phone, email, and video.
• Assist with payroll setup and use of payroll software.
• Support budgeting and forecasting for clients.

Skills

Senior Accountant

Communication

Attention to detail

Learn new software

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks

Microsoft Excel

Job description

This position is responsible for maintaining the accuracy of client’s financial reporting, by performing reviews, analytics, inquiries etc.

Main Job Tasks and Responsibilities

• Handling bookkeeping through QuickBooks and other accounting softwares for multiple companies. Perform routine review of bookkeeper.
• Conduct reconciliation of all accounts on a monthly and as needed basis.
• Communicates directly with clients via phone, email, and video chat software.
• Interpret and apply accounting policies, rules, and regulations to all work in order to ensure compliance with applicable standards.
• Prepare financial reports through collection, analysis, and summarization of data.
• For controller and CFO clients, helping with job costing, accounts payable, accounts receivable, and revenue recognition.
• Assisting clients with payroll setup and use of payroll software through our 3rd party partner.
• Assist the client in the on-boarding stage, along with any clean up and catch-up accounting/bookkeeping work.
• Proactively addressing and responding to potential issues.
• Setting up and maintaining advanced forecasting and budgeting for clients.
• Help train accounting staff.
• Assist with questions from accounting staff.
• Assist on various project(s)

Education and Experience

• Bookkeeping/Accounting - 3 years (Required)
• Bachelors in Accounting/Finance - required
• QuickBooks experience – preferred

Requirements

• Previous experience as a senior accountant
• Proficient in Microsoft excel, and experience with QuickBooks.
• Strong verbal and written communication
• Ability to learn new online software and comfortable using technology in general, including video chat software, email, spreadsheets, apps, etc.
• Experience preparing financial statements.
• Ability to work to a strict deadline.
• Attention to detail

We may perform Skills assessments for consideration.