Senior Accountant - Client Advisory Services

• Responsible for the client’s financial reporting and payroll needs
• Accounting services
• Preparation of financial statements
• Processing payroll
• Preparing quarterly and annual payroll reports
• Other accounting projects for a variety of clients
• Performs detailed payroll functions for clients according to deadlines
• Performs accounting functions including cash management, AR, AP, transactional processing, month-end closing, and financial reporting
• Completes data entry for monthly and quarterly accounting and financial statements
• Oversees preparation of complex payroll and accounting services
• Completes and maintains complex general ledgers and financial reports
• Complies with IRS, state and federal tax requirements, wage and hour, and researches clients’ questions
• Prepares year-end reporting, ready for tax preparation
• May assist clients with off-site or office location accounting functions
• Onboards and train clients on financial accounting systems/software
• Builds relationships with clients and interacts with integrity and honesty
• Promotes JCCS and services to new and existing clients
• Attends training and keeps up to date with industry, state and federal changes as well as technology updates
• May assist with training and reviewing accounting, payroll and other accounting or internal activities of other staff, and takes responsibility for the quality control issues
• Uses expertise to serve on JCCS committees and lead JCCS teams
• Contributes significantly to marketing activities that bring in their own clients and participates in promoting new Firm services
• Provides back up for other CAS staff, and may back-up front office, as required
• May help provide transactional support for CAS team

• Proficiency in Microsoft Excel, QuickBooks Online, and AI-related tools
• Strong organizational and time management skills
• Five (5) years of accounting experience
• Five (5) years of payroll processing experience
• Three (3) 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)
• Ability to effectively delegate and mentor team members
• Must successfully pass a background check

Three (3) years of financial statement preparation

• Competitive compensation package
• 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
• 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