Accountingfly
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Job Title: Cloud Accountant, Client Onboarding Specialist
Location: Scottsdale, Arizona (Remote Based)
Hiring Company: Accountingfly
Our client has an excellent opportunity to join a team of professionals providing outsourced controller, business development, accounting, bookkeeping, and payroll services as an Onboarding Specialist.
Job Type:
Remote
Full time, W2
CURRENT CLIENT BENEFITS
- Paid Time Off
- Paid holidays after 90 days of employment
- Health, Dental, Vision
- Volunteer time exchange – exchange service hours for paid time off
- Payroll donations to your favorite causes
- $500 annual learning stipend
- Team events
- A fun and supportive culture that values hard work, excellent customer service and work/life balance
CLIENT PROMISE AND CULTURE:
- We treat it like we own it
- We leave it better than we found it
- We’ll be a lighthouse for our team and our clients
- We’re in it for the long run
- We have fun doing it
QUALIFICATIONS:
- Minimum of associates degree in accounting required
- Understanding of accounting processes, internal controls, and financial statements
- Candidate shall pass a background test and credit check
- Candidate shall become Certified in QuickBooks Online, QuickBooks Desktop and any other software the company utilizes to service clients
RESPONSIBILITIES:
- Develop a working relationship with clients, employees, and other partners of the organization
- Document the accounting processes and internal controls for each client
- Maintain client documents and files electronically – keep detailed notes regarding the client’s business goals and needs
- Proactively communicate information and advice (solicited or not) that suits the growth of the client’s business
- Assist in documenting the organization’s standard operating procedures and implement any necessary changes according to accounting best practices and industry trends
- Assist the owner with new client on-boarding, set up, and communication
- Assist the owner and Attorney/CPA partner with various tasks
- Record/Process daily transactions and allocate to the correct accounts
- Reconcile bank, asset, and liability accounts on a monthly basis or as needed
- Review financial statements, verify accounts balances for accuracy on a weekly basis
- Provide ledgers, working papers, and documentation to support account reconciliations and financial statements
- Resolve accounting related issues efficiently without jeopardizing the quality of service provided
- Provide accounting/financial solutions for clients’ needs to improve their business standing
- Create client specific reports
- Answer accounting and financial questions by researching and interpreting relevant and timely data
- Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
- Accomplish client and organization missions by completing related results in a detailed, professional, and efficient manner
- Protect the organization’s and client’s value by keeping information confidential
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