Senior Accountant - Outsourced Accounting Leader

Kerkering, Barberio & Co; Sarasota (FL); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Kerkering, Barberio & Co. in Sarasota, FL is seeking a Senior Accountant to lead outsourced accounting engagements for small to mid-sized businesses, and to guide advisory teams supporting client outsourcing initiatives.

You will develop initial assessments, project plans, budgets and proposals, supervise staff, and ensure timely delivery with high accuracy. CPA preferred, strong accounting knowledge, and willingness to travel to client sites as required.

Qualifications

• Proficiency with various accounting software, spreadsheets, and word processing.
• Current knowledge of accounting principles.
• Effective verbal and written communication skills.
• Excellent organizational and time management skills.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.

Responsibilities

• 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 engagement phases, budgets time and expenses, and reviews working papers for accuracy.
• 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.
• Maintains contact with clients throughout the year and understands client business needs.
• Prepares engagement letters and assists in preparing proposals; develops SOW, service level, and contract terms in RFP.
• Resolves accounting problems as they arise and informs Manager.
• Oversees training to staff assigned to engagement.

Skills

Accounting software proficiency

Spreadsheets & word processing

Verbal and written communication

Organization and time management

Accounting principles knowledge

Education

Bachelor’s in accounting or related field

Tools

QuickBooks Online

Bill.com

Intacct integration

Job description

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.

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
• 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 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.
• Occasional overtime is expected throughout the year and will vary based on individual client needs.