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JCCS PC · 1 month ago

Senior Accountant - Client Advisory Services

Bozeman, MT

Full-time

Onsite

Senior Level

5+ years exp

JCCS, P.C. is a well-established firm providing client advisory services for over 75 years, focusing on helping clients make informed financial decisions. The Senior Client Advisory Services Accountant will be responsible for managing client financial reporting and payroll needs, including accounting services, financial statement preparation, and payroll processing.

ConsultingFinancial Services

Responsibilities

Proficient in technical and advanced accounting systems

Performs detailed payroll functions for clients according to deadlines. This may include check processing, and quarterly payroll reports for various states and federal, for review. Compiles information for reporting purposes, journal entry and/or preparing correspondence. Processes W-2s at year end

Performs accounting functions including cash management, AR, AP, transactional processing, month-end closing, and financial reporting

Completes data entry for monthly and quarterly accounting and financial statements for timely deadlines and review process

Oversees preparation of complex payroll and accounting services

Completes and maintains complex general ledgers and financial reports

Complies with IRS, state and federal tax requirements, wage and hour, and researches clients’ questions for accuracy and compliance

Prepares year-end reporting, ready for tax preparation, prior to review

May assist clients with off-site or office location accounting functions

Onboards and train clients on financial accounting systems/software

Builds relationships with clients and interacts with integrity and honesty. Promotes JCCS and services to new and existing clients

Attends training and keeps up to date with industry, state and federal changes as well as technology updates

May assist with training and reviewing accounting, payroll and other accounting or internal activities of other staff, and takes responsibility for the quality control issues

Uses expertise to serve on JCCS committees and lead JCCS teams

Contributes significantly to marketing activities that bring in their own clients and participates in promoting new Firm services

Provides back up for other CAS staff, and may back-up front office, as required

May help provide transactional support for CAS team

Performs other duties, responsibilities and activities as assigned

Qualification

Accounting experiencePayroll processing experienceFinancial statement preparationMicrosoft ExcelQuickBooks OnlineAI-related toolsOrganizational skillsTime managementProblem-solvingAttention to detailTeamworkGrowth mindsetMentoring