Client Accounting & Advisory Specialist

Sweeney Conrad, LLC.; Kirkland (WA); On-site; USD 39,000 - 61,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with employer match

Flexible time off (PTO) and holidays

Employer-paid life and disability

Job summary

Sweeney Conrad, LLC. is seeking a Client Accounting & Advisory Services Associate to join the Pacific Northwest team in Kirkland, WA.

This full-time hourly role focuses on outsourced accounting for small and medium businesses and family offices, with emphasis on timely client communications and accuracy. The successful candidate will manage payroll, payroll tax reporting, and state/city tax filings using QuickBooks Online, Excel, Word, and Outlook, while collaborating with the Partner.

Qualifications

• BA/BS in accounting or related field.
• Deep understanding of accounting principles.
• Proficient in managing extensive data sets.
• Proficiency in financial statement analysis.
• Strong skills with QBO, Excel, Word, and Outlook.
• Ability to learn various software applications.
• Effective written and verbal communication.
• Detail-oriented, organized, multitasker.

Responsibilities

• Monthly transactional accounting for A/P, A/R, bank and card reconciliations in QuickBooks Online.
• Prepare and complete payroll and payroll tax reporting.
• Prepare and complete state and city excise tax filings.
• Anticipate client needs and respond timeliness to inquiries.
• Perform other duties as assigned by department managers.

Skills

Accounting

Data management

Financial analysis

Communication

Attention to detail

Spreadsheet skills

Software literacy

Education

BA/BS in accounting or related field

CPA designation preferred

Tools

QuickBooks Online (QBO)

Excel

Word

Outlook

Bill.com

Paychex

Expensify

Slack

Monday.com

Job description

Sweeney Conrad, LLC. is seeking a Client Accounting & Advisory Services Associate to join the Pacific Northwest team in Kirkland, WA.

This full-time hourly role focuses on outsourced accounting for small and medium businesses and family offices, with emphasis on timely client communications and accuracy. The successful candidate will manage payroll, payroll tax reporting, and state/city tax filings using QuickBooks Online, Excel, Word, and Outlook, while collaborating with the Partner.