SENIOR ACCOUNTANT - CAS

Why Windes?

Since 1926, Windes’ focus has been on doing the right thing. Our long-standing reputation is built on our guiding principles of integrity, independence, continued improvements, and professional excellence. We are regularly recognized as one of the “Best Accounting Firms to Work For” by Accounting Today. At Windes, we concentrate on recruiting and retaining the best people. We realize that our people are our greatest asset and we will provide you with the training, coaching, and professional development opportunities you need to be successful and excel in our profession.

Purpose of this Position

Reports to the Manager(s) and is responsible for providing general ledger and bookkeeping services; including, but not limited to financial statement preparation, reconciliations, general ledger review, record journal entries, and providing administrative and client service duties as needed.

Essential Duties and Responsibilities:

• Financial statement preparation, review, and/or analysis
• Reconcile bank and credit card activity
• Posting financial transactions using accounting software(s) and 3rd party platforms
• Reconcile general ledger accounts and record journal entries as needed
• Prepare supporting documents that reconcile to the financial statements
• Comfortable with bookkeeping spreadsheets and accounting platforms
• Experienced in sales and use tax returns, property tax returns, payroll, and Form 1096/1099s
• Knowledge of Accrual Basis and Cash Basis of accounting
• Responsible for multiple clients simultaneously
• Maintain workload and deliverables in a timely manner
• Track time spent on client work
• Attend bi-monthly staff meetings
• Other duties as assigned

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor’s degree in Accounting/Business or equivalent plus 3 to 5 years of relevant experience and/or training; or equivalent combination of education and experience. Public Accounting Firm experience is a plus.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, decimals, and ratio allocations. Ability to apply concepts of basic math. Strong analytical and technical skills are a plus.

Computer Skills

Be comfortable using various accounting platforms and computer spreadsheets. QuickBooks Desktop/Online, Sage, Microsoft Office (i.e. Excel, Word, Adobe) experience is highly preferred. Experience with Bill.Com and Gusto is a plus.

Language and Reasoning Skills

Ability to read, analyze and interpret documents and client correspondence. Ability to speak effectively with clients or employees of the company. Ability to apply common sense understanding to carry out instructions furnished in written, verbal or diagram form.

Other Skills and Abilities

• Able to work independently or in a team setting.
• Availability, flexibility, and professional maturity to represent the company and its clients.
• Ability to maintain confidentiality and discretion at all times while exercising good judgment.
• Ability to remain calm when faced with mounting pressure related to deadlines and multiple priorities.
• Well-developed oral and written communication skills to meet a variety of communication needs.
• Good interpersonal skills that foster open upward and downward communication built on mutual respect.
• Ideal candidate is organized, efficient, and detail-oriented.
• Willing to work in the office and at various local client locations as needed.
• Ability to adapt to changing client and business dynamics, fast-paced, deadline-oriented environment
• Salary range: 70K-90K depending on experience

Certificates, Licenses, Registrations

There are no specific requirements for this position.