Accountant II - Client Advisory Services

• Performs detailed payroll functions for clients according to deadlines
• Completes data entry for monthly and quarterly accounting and financial statements
• Completes and maintains complex general ledgers and financial reports
• Complies with IRS, state and federal tax requirements, wage and hour
• Prepares compilation reports for year-end
• May assist clients with off-site or office location bank reconciliations, payroll, A/R and A/P
• Builds relationships with clients
• Attends training and keeps up to date with industry changes
• Helps coordinate the delivery of services with other CAS/APP staff
• Assists senior staff in various accounting projects
• Provides back up for other accounting staff
• Begins to develop marketing contacts for new clients
• Performs other duties, responsibilities and activities as assigned

• Advanced knowledge of Microsoft Excel, QuickBooks Desktop, QuickBooks Online, and AI-related tools
• Strong organizational and time management skills
• Two (2) years of accounting experience
• Two (2) years of payroll processing experience
• Two (2) years of financial statement preparation, preferred
• Proficiency in applying applicable accounting and payroll standards
• Proficiency with technology, AI tools and research
• Ability to problem-solve and think critically
• Attention to detail, time management, and organizational skills
• Embraces teamwork with and between service lines
• Growth mindset (both internally and client-focused)
• Candidate must successfully pass a background check

Two (2) years of financial statement preparation

• Medical, dental, vision and other offerings
• Profit-sharing 401(k) plan with safe harbor contributions
• A minimum of 10 vacation days, nine company-observed holidays, 12 sick days, and half-day Fridays starting in May
• Support, coaching, and feedback from co-workers and managers
• Opportunities to develop new skills and advance your career
• The freedom to work in a way that lets you balance life outside of work