Outsourced Senior Accountant

Kerkering Barberio; Sarasota (FL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Tuition assistance

Flexible schedule

Job summary

Kerkering Barberio in Sarasota is looking for a Senior Accountant for Outsourced Accounting Services, focusing on small to medium-sized businesses, particularly in the non-profit sector. This role involves leading accounting engagements, ensuring quality work, and managing multiple projects.

The ideal candidate will have a Bachelor's in Accounting, 3-5 years of progressive public accounting experience, and proficiency in various accounting software. Competitive benefits including health insurance and flexible schedules are offered.

Qualifications

• 3-5 years progressive experience in public accounting.
• Current knowledge of accounting principles.
• CPA preferred.

Responsibilities

• Lead accounting services for small to medium-sized businesses.
• Coordinate various phases of engagement and plan budgets.
• Oversee staff and ensure quality and accuracy of work.

Skills

Accounting software proficiency

Critical thinking

Effective communication

Organizational skills

Education

Bachelor's in accounting or related field

Tools

QuickBooks Online

Bill.com

Sage Intacct

FloQast

Job description

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:
• QuickBooks Online
• Bill.com
• Sage Intacct
• Martus Tools
• FloQast
• 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 written communication skills
• Conducts themselves with integrity in a responsible, professional manner and appearance.
• Excellent organizational and time management skills.

Required Education

Bachelor’s in accounting or related field

Required Experience

3-5 years progressive experience in public accounting

License/Certification

CPA preferred

Working Requirements

• Frequent same day travel for work at client's offices, meetings and seminars using a personal vehicle.
• Out-of-town travel with overnight stay is possible.
• Occasional overtime is expected throughout the year and will vary based on individual client needs.

Safety

• Minimal hazards.
• General office working conditions.
• May be required to lift files/boxes in the range of 10-20 pounds.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.
KWe respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based on any of these characteristics.