Senior Associate, Client Accounting Services

Description

 GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture. 

We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.

GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.

As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.

Your life fits at GreerWalker.

SUMMARY:  

The Senior Associate is responsible for supporting our clients in the areas of general accounting, financial reporting and analysis.  The supervisor will be a primary contact with clients he/she is assigned.  The supervisor will be required to develop monthly closing procedures and manage the monthly close process for assigned clients. The supervisor will also assist in new client implementations and special projects.

Requirements

 JOB RESPONSIBILITIES:

General accounting:

· Accounting analysis and reconciliation in complex areas such as fixed assets, prepaid expenses, accruals, debt, revenue recognition, tax provisions, etc.

· Review accuracy of general accounting analysis and reconciliations performed by associates and accountants.

· Carry-out responsibilities in client cash management as might be required.

· Ability and willingness to step-in and perform responsibilities of associates and accountants in transaction processing and reconciliations as might be required.

· Oversee compliance with 1099 tracking and reporting.

· Maintain and monitor client checklist to ensure that monthly closing and other recurring tasks are tracked and completed on a timely basis.

Accounting systems:

· Setup and configure for new clients and maintain for active clients.

· Maintain chart of accounts consistent with CAS standard.

· Design financial reports and client dashboards.

Financial reporting:

· Prepare financial statements, including cash flow statements.

· Prepare or assist managers in preparation of note disclosures when required.

· Research accounting issues for compliance with GAAP.

· Prepare supplementary schedules and other management reports as might be required.

· Coordinate and facilitate tax return preparation.

· Coordinate and facilitate external financial statement audits.

Client service:

· Identify client issues and ensure timely resolution.

· Track client regulatory filing requirements and ensure they are completed on a timely basis.

· Utilize CAS's Client Management (“CM”) to track checklists, client issues and review notes and ensure all are resolved correctly and on a timely basis.

· Participate in the maintenance of CM knowledgebase.

· Review financials and accounting activities with the client at least monthly.

· Interact with third-party constituents of clients as required.

Supervision:

· Review work of accountants and associates and provide feedback through review notes.

· Actively work with accountants and associates in training and skills development.

ESSENTIAL JOB REQUIREMENTS/QUALIFICATIONS:

Bachelors degree in accounting or business management with minimum 3.0 GPA, and minimum 3 years of experience and demonstrated success in a staff accountant position required.

• Experience in a similar role in industry preferred.
• Knowledgeable of the basic principles of accounting and genera ledger chart of accounts.
• Strong technology skills using Microsoft Office 2007 or later (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred).Experience with Intacct a plus. 
• Ability to multi-task and to work independently with minimal supervision in a matrix supervisory environment.
• Ability to work overtime when required during month-end close and special projects.
• Experience working in a paperless environment strongly preferred.
• Strong interpersonal an