*JOB SUMMARY: *
The Staff Accountant is responsible for the creation and the delivery of financial statements to clients in a timely fashion.
This position will also require the reviewing of financial statements and assisting fellow accountants.
Success of this position is measured by client retention, client satisfaction, and relationship.
*ESSENTIAL DUTIES AND RESPONSIBILITIES: *_– Other duties may be assigned:_
The setup of new clients on our accounting system from:
* Client internal produced financial statements
* Income tax return
* Other (local accounting service, incomplete)
* Ability to compile and setup workpapers from incomplete information
* Compile financial statements within SAS guidelines and client expectations
Understanding the internal and client software systems
* Greentree
* Sage Fixed Asset Software
* QuickBooks
* Peachtree
* Microsoft Office
Processing complete monthly financials for industry specific clients on a timely basis, on an agreed upon schedule with the client, and reviewing the financials with the client.
Providing higher level of support and customer service to the client, increasing value to the SAS services and assisting the client in their business performance
Discuss operational issues with business owner:
* Sales
* Gross profit
* Payroll
* Operating expenses
* Benchmarks
* Compile cash flow projections and budgets
* Financing activities
* Inventory - Discuss internal procedures of inventory and review gain/losses with business owner
Training Support Staff on attributes of successful clients
Creating and self-reviewing financial reports, workpapers, and reconciliations
Recognizing opportunities for growth within SAS (tax, payroll, financial services) and communicating it to Accounting Manager
Tracking the delivery of the status of deliverables (in process, review, prelim, final) and communicating on a routine basis to the Accounting Manager
Mentoring of Intern/Clerks and assist with reviewing the tasks of Accounting Clerks
Client workload:
* Working with multiple clients
* Preparation of any size business
* Prepare, self-review and delivery of any size ownership group
Other duties as assigned
Job Type: Full-time
Pay: $55,000.
00 - $65,000.
00 per year
Benefits:
* 401(k) matching
* Dental insurance
* Employee assistance program
* Flexible schedule
* Health insurance
* Life insurance
* Paid sick time
* Paid time off
* Referral program
* Tuition reimbursement
* Vision insurance
Experience level:
* 3 years
Physical setting:
* Office
Schedule:
* 8 hour shift
* Monday to Friday
Education:
* Bachelor's (Preferred)
Experience:
* Financial statement preparation: 3 years (Preferred)
* Balance sheet reconciliation: 3 years (Preferred)
Ability to Relocate:
* Pleasant Prairie, WI: Relocate before starting work (Required)
Work Location: In person
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