Job Description

NO OUTSIDE AGENCIES, PLEASE

THIS ROLE WILL REPORT TO OUR LA JOLLA OFFICE​

Would you like to be an essential part of a dynamic organization that helps our clients achieve business and financial goals? Join our thriving organization and be a part of a team that provides premier outsourced accounting and software solutions.

IF THESE WORDS RESONATE WITH YOU:Problem Solver. Process Oriented. Client-centric. Continuous Improvement. Proactive.……. THEN PLEASE READ ON:

To be successful in our SR. STAFF ACCOUNTANT role, you will be a self-motivated, high-performer who provides continued full-cycle accounting to multiple clients, ensuring that complex issues are resolved and that all client expectations are exceeded with a high degree of efficiency and

effectiveness.

Keep Reading IF:

YOU ARE AN OUT-OF-THE-BOX THINKER. You are a natural problem solver and you love investigating various solutions to intricate challenges. You thrive on finding innovative and out-of-the-box approaches to your work. You are a continuous improver who strives to enhance any area of opportunity. Never satisfied with the status quo, you are committed to solving problems and implementing solutions.

QUALITY, DETAILS AND FOLLOW THROUGH MATTER TO YOU. You have a proven track record for producing quality reports and documents. You stay focused and no details fall through the cracks on your watch.

YOU LOVE PROVIDING EXCEPTIONAL CLIENT SERVICE. You have experience providing quality client service by telephone or email in a fast paced environment. You have professional telephone etiquette and you pride yourself on a job well done. You thrive on helping, assisting and supporting everyone around you, all the time. No task is too small for you.

YOU HAVE AN AFFINITY FOR NUMBERS. You have a natural talent for finance and accounting and you enjoy tasks such as processing client bill pays, reconciliations and preparing financial and tax packages. You have a genuine interest in understanding how the accounts payable function impacts a client’s overall financial portfolio.

JOB DUTIES AND RESPONSIBILITIES:

• Complex Journal Entries- Creating, adjusting and entering journal entries into client/internal accounting software
• Transactional Accounting
• Period Closing – Provide complete, accurate & timely period closing
• Monthly Financial Statement Preparation
• Account Management
• Advisor Communication-on basic financial statements with creation of supporting schedules
• Pre-Tax Preparation – Work with client CPAs to complete Tax Organizers in timely fashion
• Maintain Electronic Files-Ensure accurate and organized filing system
• Update and Maintain TAG 7-Step Files
• Vendor Management
• Year-end reporting
• Maintenance of financial charts and graphs

EDUCATION, SKILLS & EXPERIENCE:

• Should have at least 3-5 years of accounting or finance experience, preferably with bill pay experience
• At least 1 year of customer service experience
• Bachelor’s degree in Accounting or Finance is a plus
• Proficient computer skills working with various office equipment, computers and various programs including databases, Word, Outlook, PowerPoint, Excel, etc.
• NetSuite Experience is a big plus
• QuickBooks experience is a plus
• The ability to work independently

WORKING AT TAG:

We offer a comprehensive and generous benefits package that includes:

• Competitive base salary
• Incentive plan and quarterly bonuses
• Health, dental and vision coverage
• 401(k)
• Mileage reimbursement for off-site work

In addition to the stated benefits package, TAG offers a flexible work schedule and recently rolled out a telecommuting policy. We understand that our most important part of our success depends on employees. There is an opportunity for growth at TAG with experienced mentoring, continuing education, personal development and camaraderie.

Company Description

Founded in 1996, TAG’s mission is to help companies and individuals achieve their business and financial goals by providing an unparalleled array of customized and effective software and accounting solutions. Through our proprietary systems, TAG becomes a highly effective extension of internal client operations, ensuring timely, dependable and cost-effective results. Our Vision: To be a premier accounting solutions firm and software consulting resource, valued as an expert and trusted advisor in all the industries we serve and committed to the enrichment of both our clients and employees. Core Values: TAG stands behind our core values of Commitment, Stakeholder Enrichment and Continuous Improvement. We aim to ensure that these guiding principles flow on to our clients, team members, centers of influence and community.