Senior Accountant, Client Advisory (Not-for-Profit)

Wegner CPAs; Madison (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

Wegner CPAs in Madison, WI is seeking a Senior Accountant for Client Advisory Services. You will manage day-to-day accounting, ensure timely processing of client information, and support both commercial and nonprofit clients.

You will use Bill.com, Sage Intacct, and QuickBooks, prepare financial statements, and coordinate with tax and audit teams while developing GAAP expertise and delivering excellent client service.

Qualifications

• Associates or Bachelor's Degree in Accounting.
• Requires 3-5 years of accounting or related experience.
• Experience with non-profit accounting is required.
• CPA preferred but not required.
• Proficient in Microsoft Office programs, especially Excel.
• Demonstrated knowledge of GAAP and general ledger accounting software.
• Demonstrated ability to relate well to clients.

Responsibilities

• Manage day-to-day accounting reporting for assigned clients.
• Utilize Bill.com, Sage Intacct, and QuickBooks for on-time processing of client transactions.
• Coordinate flow of information to tax team, auditors, and other service providers.
• Coordinate work of A/P, A/R, and Payroll Specialists.
• Monitor client cash flows and maintain schedules.
• Approve Bill.com bills before client approval.
• Prepare bank and balance sheet reconciliations.
• Perform monthly closings and transaction reviews.
• Review general ledger for accuracy and missing transactions.
• Maintain documented accounting procedures for timely financial statements.
• Prepare interim financial statements and schedules as needed.
• Develop technical competency with GAAP.
• Build and maintain client relationships and provide excellent service.
• Weekly reporting to engagement leaders.

Skills

GAAP knowledge

Excel proficiency

Client relationships

Time management

Financial reporting

Education

Associate or Bachelor's Degree in Accounting

Tools

Bill.com

Sage Intacct

QuickBooks

Microsoft Office

Job description

Wegner CPAs in Madison, WI is seeking a Senior Accountant for Client Advisory Services. You will manage day-to-day accounting, ensure timely processing of client information, and support both commercial and nonprofit clients.

You will use Bill.com, Sage Intacct, and QuickBooks, prepare financial statements, and coordinate with tax and audit teams while developing GAAP expertise and delivering excellent client service.