Nonprofit Accounting & Advisory Services (NAAS) Senior Advisor

Location: Maple Shade, NJ

Firm Type: Mid-Sized, Privately-Owned CPA and Advisory Firm
Employment Type: Full-Time

Position Summary:

As a full-time Senior NAAS Advisor at hfco, you will serve as a trusted resource for complex nonprofit clients, lead key engagements, review work prepared by others, and provide technical guidance on nonprofit accounting matters. Successful candidates must be highly motivated with strong technical expertise, excellent analytical and business writing skills, and the ability to think critically, collaborate effectively and build strong client relationships. The role can be fully remote, except for at least twice annually when presence at the New Jersey office is required.

Senior NAAS Advisor Responsibilities

• Serve as in-charge accountant on selected complex engagements - includes serving as primary point of contact for client questions; requires understanding of client operations, interpersonal dynamics, and mission
• Assist clients with budget preparation, audit prep, grant reports, compliance advice, internal controls, etc. as needed
• Prepare and reviewing interim and year-end close workpapers which support conclusions both quantitatively and qualitatively
• Prepare and review tax returns (Form 990 series), reflecting thorough knowledge of the applicable compliance requirements
• Compiling financial statements, including illustrative dashboards
• Respond to questions from clients about a variety of nonprofit accounting topics, such as: Regulatory and GAAP treatment of complex transactions, Functional expense accounting, Grant reporting and compliance
• Analyze financial trends and general ledger
• Design accounting database structure (almost always using QuickBooks Online)
• Review work of in-charge accountants and bookkeepers in the firm to ensure work is complete, accurate, properly performed and documented
• Collaborate with bookkeepers and other in-charge accountants in the firm
• Manage self-administration tasks such as time entry
• Other duties as assigned