Role Description

This role supports the Controller and HR Director as a trusted, hands-on partner in both accounting and human resources administration. This role ensures accurate, timely execution of monthly accounting functions while providing guidance on financial reporting, compliance, and internal process improvement. The position works closely with the internal bookkeeper, Controller, and HR Director to maintain high-quality financial statements and support day-to-day HR and administrative operations.

• Manage the full monthly billing process.
• Assist with monthly and quarterly close activities, including journal entries, reconciliations, and preparation of financial statements.
• Maintain fixed asset schedules and balance sheet reconciliations, support AP, AR, and banking activities.
• Provide meaningful financial reporting, variance analysis, and trend insights.
• Research and document technical accounting, tax, and compliance matters.
• Prepare detailed workpapers for company income tax filings.
• Manage multi-state tax filings, business license renewals, annual reports, and property tax assessments.
• Oversee year-end 1099 preparation and submissions.
• Review bookkeeper's work for accuracy, provide coaching, and support ongoing training.
• Identify opportunities to automate processes and recommend technology enhancements to improve efficiency.
• Assist with and maintain the client engagement setup and processes.
• Support HR administrative processes, including benefits management, monthly benefits reconciliation, and employee file maintenance.
• Assist with new hire onboarding administration and other HR operational tasks as needed.
• Provide general administrative support and contribute to internal projects as assigned.

Qualifications

• Bachelor's degree in accounting preferred.
• Minimum 5 years' relevant experience in accounting and human resource operations or related administrative support roles.
• Proficiency in QuickBooks Online and other cloud-based accounting platforms.
• Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).

Requirements

• Proficiency in accounting functions, including reconciliations, billing, AP/AR accounting, payroll journal entries and allocations, monthly close, and financial reporting.
• Strong verbal and written communication skills, including the ability to communicate financial concepts clearly and effectively to both internal teams and clients.
• Strong organizational and project management skills to manage multiple priorities and deadlines simultaneously.
• Exceptional level of accuracy, organization, and attention to detail in handling sensitive accounting, financial, and human resources data.
• Demonstrates a growth mindset and solutions-oriented approach by proactively seeking opportunities to learn, adapt, and improve processes.
• Problem-solving mindset with the ability to identify issues, analyze data, and escalate appropriately.
• Commitment to maintaining confidentiality, professionalism, and teamwork in all interactions.
• Digitally fluent and adaptable, with a willingness to learn new accounting technologies and reporting systems.