Experienced Senior Accountant for CPA Firm

We are a boutique CPA firm located in the San Francisco bay area in the Dublin, Pleasanton, Livermore valley. We provide specialized accounting and tax services to healthcare professionals. We are seeking an experienced accounting professional to perform accounting functions for assigned clients. This position has the potential to grow into supervisor / manager role after the candidate learns the clients. Candidates must exhibit a high level of professionalism, diligence and good communication skills as the position entails key contact with clients.

Responsibilities and Duties:

• Perform accounting services to assigned clients. Using a common general ledger chart of accounts, code client’s check register (or confirm client codes), reconcile bank statements and prepare financial statements. An in depth understanding of debits, credits, general ledger and trial balance are essential.

• Check for accuracy accounting reports done by other accounts

• Communicate with clients to clarify questions, address issues and follow up on missing information.

• Reconcile all client checking accounts to the respective bank statements, accounting for differences and notifying client of changes that need to be made to the checkbook register.

• Prepare journal vouchers to record monthly production, adjustments and collections in the general ledger and reconcile the collections to bank deposits. Responsible for accuracy of the general ledger for all assigned clients.

• Prepare ancillary tax services: unsecured property tax returns, business licenses and sales tax returns for clients requesting this service.

Required Skills

• Accounting Knowledge: Solid accounting knowledge covering debits, credits, bank reconciliation, general ledger, trial balance and payroll.

• Accounting Software: Expert Level skills in using an accounting software such as Quick Books or ACS (Accounting Creative Solutions Professional Suite)

• MS Office – Word: Advanced MS office skills to compose memos, letters and spreadsheet.

• MS Office – Excel: Intermediate or advanced knowledge of excel.

• 10-key: Expert level ability with 10 key by touch. Minimum 125 keystrokes per minute with no errors.

• Knowledge of business taxes: Understanding of taxes that are integral to accounting such as payroll taxes, property taxes, use taxes, etc. A good understanding of income taxes, both federal and state, would be highly desirable

• Communication Skills: both written and oral English language skills are important

• Multitasking: Ability to work on multiple clients at the same time

• Ability to prepare tax returns for businesses and individuals using Lacerte software is a major plus.

Qualifications:

Required

• Education: Accounting degree. Master's degree or Professional certifications such as CPA are welcome

• Experience: 3 to 10 years of experience, preferably in a multi-client accounting environment. Preference will be given to those who: have worked as accountants in a public accounting environment (CPA firm) or a multiple clients environment.

• Accounting Software Experience: Expertise with at least one major accounting software such as Quick Books required. Desirable: Experience working with Accounting Creative Solutions software (not required, but desirable).

• Exposure to tax software (such as Lacerte)

Desirable

• CPA firm or accounting services firm experience

• Tax experience: Ability to do simple to moderate tax returns using Lacerte software

What we offer

• Competitive salary at market rates depending upon experience

• Flexible timings: Monday through Friday

• Benefits: (9 paid holidays per year, personal time off, 10 days per year of PTO of vacation and plus 5 days of sick leave, 401K plans, health expense reimbursement, etc.)

• Pleasant work environment

Job Type: Full-time

Benefits:

• 401(k)

• Flexible schedule

• Paid time off

Education:

• Bachelor's (Required)

Experience:

• Full cycle accounting or bookkeeping: 3 years (Required)

Language:

• Fluent written and oral English language skills (Required)

License/Certification:

• Professional certification such as CPA or EA (Preferred)

Work Location: In person