Accounting Trainer

cainwattersassociates; San Francisco (CA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Heavily subsidized medical insurance

Generous employer HSA contributions

100% employer-paid short/long term-dis

Dental and Vision plans

Unlimited PTO

Holidays including Winter Break

Safe Harbor 401k Plan

Employer-paid professional dues, dues,

Continuing Education resources

Family Planning Assistance Program and

Subsidized fitness programs

Job summary

Cain Watters & Associates is seeking an Accounting Trainer to lead initial training of client usage of our accounting software and to onboard new associates to the firm’s accounting processes. This full‑time position reports to the Accounting Manager and supports tenured staff as needed.

The role emphasizes accuracy, recordkeeping, and adherence to GAAP in a growing CPA firm that serves financial planning clients nationwide. Remote work is possible with management approval.

Qualifications

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

Responsibilities

• Train new clients on accounting software and CWA processes.
• Train new associates on internal procedures including general ledger and bank reconciliation.
• Assist existing associates as needed.
• Prepare and review financial statements and reports for clients.
• Set up client accounts and record entries in general ledger.
• Maintain accurate financial records using current technologies.

Skills

Microsoft Word

Microsoft Excel

Team player

Education

Bachelor’s degree (regionally accredited) preferred

Tools

QuickBooks

Xero

Job description

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

1. Train new clients on accounting software and CWA accounting processes
2. 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
3. Assist existing associates when needed
4. 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
5. Establish records of accounts and input entries into proper accounts
6. Document and ensure proper keeping of financial records, making use of current technologies

Responsibilities and Duties

1. Initial setup of a client’s account to include general ledger beginning balances
2. Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy
3. Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries
4. Record journal entries to reconcile balance sheet accounts to supporting documents
5. Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099
6. Work independently with clients as needed to facilitate completion of financial statements
7. Backup for Software Specialist when necessary
8. 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
• QuickBooks 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 [e-mail]. Your concerns will be handled with the utmost confidentiality and care.