Revel CPA | The Creatives' CPA · 3 months ago
Senior Accountant (US Remote)
Revel CPA is a firm dedicated to supporting creative entrepreneurs with their business and tax needs. As a Senior Accountant, you will play a crucial role in managing client relationships and ensuring accurate financial reporting and insights.
AccountingConsultingFinancial Services
Responsibilities
Leading and Mentoring the Team: Manage and guide staff accountants and bookkeepers, ensuring high-quality deliverables and professional growth
Overseeing Client Financials: Handle month-end reviews, account reconciliations, journal entries, and other financial adjustments for accounts to maintain accurate and up-to-date client financial records
Delivering Client Insights and Reporting: Generate clear and actionable monthly or quarterly dashboards and provide clients with insights into their financial health
Leveraging Technology for Efficiency: Utilize cloud-based accounting systems and web-based tools for accounts payable, reporting, payroll, and client communications. Provide training to clients and team members on these systems as needed
Ensuring Exceptional Client Service: Respond promptly to client inquiries, assist with technical issues, and conduct periodic service reviews to align with client goals and expectations
Maintaining Quality Standards: Perform quality assurance checks on junior staff deliverables to uphold the accuracy and integrity of client work
Qualification
Required
Manage and guide staff accountants and bookkeepers, ensuring high-quality deliverables and professional growth
Handle month-end reviews, account reconciliations, journal entries, and other financial adjustments for accounts to maintain accurate and up-to-date client financial records
Generate clear and actionable monthly or quarterly dashboards and provide clients with insights into their financial health
Utilize cloud-based accounting systems and web-based tools for accounts payable, reporting, payroll, and client communications
Respond promptly to client inquiries, assist with technical issues, and conduct periodic service reviews to align with client goals and expectations
Perform quality assurance checks on junior staff deliverables to uphold the accuracy and integrity of client work
Balance being approachable yet professional in your communications—written and verbal
Be an avid student of the latest in accounting rules, regulations, and guidelines
Be detail-oriented, avoiding spelling errors or other careless mistakes in your work
Be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time
Be super-comfortable working online, in cloud-based applications, and using a variety of software tools
Thrive in a results-driven environment, consistently meeting or exceeding performance metrics
Love mentoring and coaching others
Be adept at working independently, efficiently managing and accomplishing tasks on your own
Appreciate and thrive in a collaborative team environment, recognizing the value of shared goals and mutual support
Have top-notch discretion; clients' privacy and sensitive information are always protected
Have a proactive attitude, and love finding new and better ways to help us get our work done well
Have experience with either Xero or QBO cloud-based accounting platforms
Be able to see a transaction and feel fairly confident about how 80-90% of them should be categorized based on a typical chart of accounts
Have used some sort of project management, task management, or practice management tool (preferably Asana)
Have proficiency in Google Suite and are adept at using macOS
Benefits
Flexible schedule
Work-from-anywhere
Comprehensive healthcare
Dental plans
Robust 401(k) retirement savings program
Complimentary Peloton membership
Generous paid time off (PTO)