Senior Accountant – Client Advisory Services

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

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Senior Accountant – Client Advisory Services

Financial Careers at Wegner CPAs

Position Mission: Responsible for achieving and maintaining a high level of client satisfaction by providing accounting and consulting services to our commercial and not-for profits clients

How will you achieve this mission:

• Manage day-to-day accounting reporting accuracy for assigned clients utilizing available tools to ensure efficient client workflow and on-time processing of client information.
• Utilize various accounting software (Bill.com, Sage Intacct, and QuickBooks) to provide overall daily coordination of on-time processing of client transactions.
• Maintain client contact and coordinate the flow of information to the tax team, outside auditors, and clients’ other professional service providers.
• Coordinate the work product of the A/P, A/R, and Payroll Specialists assigned to the engagement.
• Monitor client cash flows; maintain required schedules.
• Approve each Bill.com bill before release to the client for approval.
• Prepare bank and other balance sheet reconciliations.
• Perform and complete clients’ daily and monthly transactions and month-end closings.
• Review and approve transaction coding for general ledger account classifications.
• Prepare and organize appropriate workpapers.
• Review the general ledger for missing transactions and overall accuracy.
• Maintain documented accounting procedures to ensure accurate and timely financial statements for assigned clients.
• Prepare interim financial statements, including supplementary schedules, if needed.
• Develop technical competency with GAAP
• Build and maintain client relationships throughout engagements providing outstanding customer service.
• Initiate regular communication with and weekly reporting to engagement leaders for each client engagement.

What do you need to achieve this mission?

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

Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Please be aware that as part of our hiring process, Wegner CPAs participates in E-Verify. Your employment eligibility will be confirmed through the E-Verify program upon hire.

Madison , WI Accounting and Services
Job Category Full Time
Job Type 2 weeks ago

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