Advisory, tax, and audit firm providing visionary people with inspiration and insight to achieve great things.

Senior Associate, Accounting Services – Transportation

Accounting ManagerAccounting ManagerFull TimeRemoteTeam 201-500Since 1923H1B No SponsorCompany Site LinkedIn

Location

Illinois + 1 more

Posted

30 days ago

Salary

Not specified

Bachelor Degree3 yrs expEnglish

Job Description

• Develops and strengthens long-term relationships with clients • Assists in implementing new client processes • Assists with client onboarding in compliance with the Outsourced Finance and Accounting Services (OFAS) standard onboarding process • Train and assist OFAS associates with regards to accounting services for clients • Prepare and review workpapers, entering transactions into accounting system • Perform monthly financial statement reconciliations • Prepare engagement correspondence with the client • Troubleshoot issues that arise with staff and the client • Identify and escalate tasks or client requests not identified on the client work instructions to the Director or Manager • Complete assigned jobs within the targeted budget • Ensure on time delivery regarding internal and external deadlines • Run custom financial reports on a regular basis at request of internal or external customers • Recommend opportunities for improvement of client’s processes • Maintenance of standard processes and procedures • Direct contact with 3rd party vendors for routine client account and support matters • Adopt and champion the OFAS standard processes and procedures • Serve as liaison between the client and tax team to assist in information gathering • Become familiar with the firm's and the OFAS practice policies and procedures

Job Requirements

Ability to learn new skills quickly and adapt easily
Adapts easily to learning new software applications
Efficient entry of transactions with average or above-average data entry time realizations and rates of accuracy
Prefer accounting background or experience in the transportation industry
Prefer bachelor’s degree in accounting
Minimum of 3 years accounting services experience related to financial statement reconciliations including accounts payable, accounts receivable, payroll, and month-end financial statements/general ledger through trial balance
Knowledge and experience with various software packages possessing the ability to easily learn new software applications
Position will work primarily with QuickBooks Online, QuickBooks Desktop, Bill.com, a variety of payroll providers, Microsoft Office applications including Teams
Has obtained applicable software certifications
Attention to detail with the ability to multitask
Project management skills are critical
Client-centric approach to all matters
Team player approach to allow for cross-functional assignments
Excellent verbal and written communication skills via telephone, video, and email
Works with confidential client matters requires the ability to maintain confidentiality.