SENIOR ACCOUNTANT
Type: Full-time
Experience: Entry to mid-level
Location: Lakeport, CA
Compensation: Salary or Hourly
FLSA Status: Exempt
COMPANY DESCRIPTION
California Accounting & Tax, Inc. (CaAccounting) is opening up a new office in Lakeport, CA (Clear Lake) to service the local community. We pride ourselves on hiring locally staff to provide outsourced accounting, payroll and tax services to small to medium sized businesses, non-profits, and individuals. Our team of accounting and tax professionals work together on multiple clients in various industries. CaAccounting is an affiliate of The Hawaii Group, Hawaii’s leading business process outsourcing firm, which also owns Hawaii Accounting (HiAccounting). We strongly believe in working personally and directly with our clients, connecting through our core principles of integrity, transparency, and dedicated client service.
California Accounting has locations in Citrus Heights, Folsom, Lafayette and Lakeport.
SENIOR ACCOUNTANT
POSITION SUMMARY
CaAccounting is seeking a Senior Accountant to join its outsourced accounting division. The Senior Accountant is primarily responsible for overseeing the preparation of accounting workpapers and reconciliations to support the issuance of financial statements and management reports. The Senior Accountant should be self-driven, passionate and client service focused – serving as a role model to junior staff.
ESSENTIAL FUNCTIONS
Technical
Serves as the primary liaison with client personnel ensuring deadlines are met.
Reviews workpapers and reconciliations necessary to support the financial statement closing.
Create, update and monitor various management reports.
Coaches junior staff members as needed regarding workpaper documentation.
Oversees the preparation of financial statements and management reports.
Oversees the preparation of budgets and practice variance analysis.
Supervises junior staff to ensure work is performed accurately and timely.
Provides training, coaching and mentoring to junior staff regarding client service.
Works with Practice Development Manager on implementing new clients.
Oversees the filing of general excise tax returns and other reports to regulatory agencies as needed.
Understands general business including business law, formation and entity types and practices ability to make recommendations for business planning.
Stays up-to-date regarding regulatory and industry changes to respond to client’s needs.
Client Service
Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.
Understands client’s business and industry and establishes a full understanding of client’s service needs.
Serve as the primary liaison with client personnel; ensure client deadlines are being met and manage client expectations regarding deliverables, budgets and timelines.
Develops relationships with client and takes part in client events.
Establish and maintain a positive working relationship with client’s employees, and co-workers to promote a quality service image.
Embraces team based approach to client service.
Encourages collaboration, open communication and problem solving in a team.
Tracks and records time accurately. Understands client engagement agreement and is able to identify services outside of this scope.
Business Development
Identify new opportunities for clients and promote other company services to clients that would help them in their business.
Practice Management
Assist with new client implementation process including preparing a proposal for services, setting a budget and assigning return to team.
Assist with new client interviews and develops a scope-of-work proposal and engagement letter. Sets engagement budgets.
Ability to manage a large number of clients and client projects.
Assist to review time spent on projects and approve final invoice amount for project.
Assist in implementation and monitoring of performance measures that support the company’s strategic direction.
Staff Management
Works closely with staff to answer questions and is available for help.
Seeks mentoring and coaching opportunities and serves as a “buddy” to new staff and interns.
Track and record time accurately. Review time recorded by staff to ensure project remains on budget.
Completes Project Evaluation for junior staff and help with performance evaluation feedback.
Participates and engages in training. Seeks continuing education opportunities.
Assist with recruiting for new accounting and tax professionals.
Other
Practice integrity and professional judgment.
Self-driven and takes initiative to research questions. Ability to work independently to resolve most issues but seeks advice from management when needed.
Embraces technology and quickly adapts to technological changes. Takes a leadership role in company initiatives to implement new processes to streamline work flow.
Deadline driven and completes tasks in a timely manner.
Protects organization’s values by keeping information confidential.
Actively contribute to the overall positive culture of the company.
Attend networking and industry events to expand the brand of CaAccounting, our visibility in the market place and to generate new business.
Participate and lead organization efforts to building a strong community presence with charitable activities.
Ensures work is performed in compliance with the company’s established policies and procedures.
Other duties as assigned.
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. California Accounting/Lakeport shall make reasonable accommodations to enable qualified individuals with disabilities to perform the essential functions.
SKILLS & ABILITIES
The ideal Senior Accountant is familiar with accounting, payroll and financial operations in a fast-paced, for-profit environment. This person is required to meet most or all of the following requirements:
Education: Bachelor’s degree in accounting or business administration, or equivalent business experience.
Experience: Knowledge of tax, accounting, bookkeeping, payroll and generally accepted accounting principles, or any combination of education and experience which would provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position.
Licenses: Have obtained or have the desire to obtain a CPA or EA license.
Computer Skills: Proficient knowledge of Adobe Acrobat and MS Office, including Word, Excel, PowerPoint and Outlook. Prior knowledge of QuickBooks, Sage Intacct or other accounting and payroll programs would be helpful.
Other Requirements: Perform other duties as required. Availability to work additional hours or weekends, as projects demand.
Location:California Accounting/Lakeport prides itself on being locally staffed. This position requires that the applicant live in within one (1) hour of Lakeport.
WORKING AT CALIFORNIA ACCOUNTING/LAKEPORT
California Accounting/Lakeport encourages an active lifestyle by supporting our employees’ interests, efforts, and activities. California Accounting/Lakeport offers the traditional benefit packages, such as full medical, dental, vision, drug, disability, life insurance, 401(k), and profit sharing, as well as a generous PTO and holiday leave program, California Accounting/Lakeport also proudly offers its employees even more generous support at work, at home, and in the community. Offering paid time off for employees to volunteer as well as investing in learning and development opportunities company wide, California Accounting/Lakeport enthusiastically encourages their team members’ desires to be good citizens on and off the job.
We encourage career development by providing a buddy and mentoring system, regular performance evaluations and reimbursements for continuing education for the CPA or other professional certifications. We are family oriented and provide a flexible work schedule.
Gym/fitness reimbursements.
Cell phone reimbursement (for employees that use their phone for work).
Bus pass subsidy.
Regular in-office massage therapy.
Flexible work schedule with the ability to work remotely when needed.
Support of CPA, EA and continuing education.
Paid Time Off (PTO)
11 paid holidays (includes your birthday off).
Paid time off for volunteering.
Employee snacks and drinks.
Career advancement.
401(k), 4% matching and profit sharing (after eligibility requirements are met).
Health benefits (after eligibility requirements are met).
Life Insurance.
COMPENSATION
We provide a competitive compensation program to attract, retain and motivate a high-performance workforce, and it is flexible enough to meet the different needs of our diverse employee population.