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Staff Accountant

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

Philippines

Offer summary

Qualifications:

Bachelor’s degree in a related field, Experience handling 30+ clients, Proficient with QuickBooks Online, Strong skills in Microsoft 365 applications, Detail-oriented analytical skills.

Key responsabilities:

Review and approve annual information forms
Prepare accurate monthly financial statements
Manage accounts receivable and client communications
Conduct monthly bookkeeping reviews and train assistants
Maintain up-to-date client checklists

DOXA Talent

51 - 200 Employees

See more DOXA Talent offers

Job description

Our client is looking for a Staff Accountant who will be responsible for taking ownership, performing tasks, and reviewing Accounting Assistant work related to their assigned clients. This role will be responsible for delivering error-proof work with a positive and professional attitude.

SCHEDULE: 8:30 AM – 5:30 PM Eastern Daylight Time (8:30 AM – 5:30 PM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

Essential Functions

Handle the following preparation duties:

Review and approve annual information forms, such as 1099’s and 1096’s
Prepare timely and accurate monthly financial
Handle the following accounts receivable management tasks:

Deliver customer invoices
Confirm recurring invoices are delivered and paid on schedule
Review journal entries, adjustments, and monthly reconciliations
Review payroll transmission processed by the bill pay specialist
Review quarterly payroll tax returns and reconciliations

Review monthly and quarterly sales taxes
Review monthly, quarterly, and annual closings
Review bills entered in Bills.com by the bill pay specialist
Perform year-end book-to-tax return reconciliation, including yearend adjustments provided by CPA, if applicable
Perform QuickBooks file clean-ups for newly assigned clients
Handle the following client management duties:

Maintain effective communication with your assigned clients
Respond to client emails within 24 hours
Contact clients regarding accounting-related matters
Effectively prioritize client requests by utilizing Karbon and calendar
Attend monthly Zoom meetings with clients to observe the Senior Accountant and provide support
Perform materially accurate monthly bookkeeping reviews for self and Accounting Assistant
Support the Accounting Assistant with your assigned clients’ questions
Train Accounting Assistant on assigned client accounts
Delegate bookkeeping and accounting tasks to the Accounting Assistants as new clients are onboarded with the Senior Accountant’s approval

Review work performed by the Accounting Assistant
Refer to the company’s core values to assist in problem-solving
Manage calendar to schedule daily and weekly workload
Schedule weekly meetings with the Accounting Assistant
Ensure client checklists are updated in Karbon
Enter client daily in Karbon
Participate in 1:1 check-in to discuss individual goals, concerns, and growth
Attend daily huddle
Attend scheduled trainings and workshops

Qualifications

A Bachelor’s degree in the related field
Experience in a multi-client environment handling 30+ clients
Proficient with QuickBooks Online
Strong computer aptitude, which includes expertise with Microsoft 365 applications
Strong organization, oral and written communication skills
Analytical skills with particular attention to detail
Aptitude in data management, analytics, reporting preparation
Ability to function in an autonomous environment—independent worker, self-directed