Senior Accountant managing client bookkeeping, reporting, reconciliations, and cloud accounting systems for Zenbooks, a Canadian accounting firm. Mentoring accountants and owning pod profitability while serving small and mid-sized businesses.
Responsibilities
Manage accounting information systems and software for client organizations
Mentor and coach Staff Accountants on technical accounting issues
Manage client relationships
Build toward managing a small team of Staff Accountants
Own the gross margin of the pod, with visibility into engagement profitability and accountability for team utilization
Own complex bookkeeping and vController engagements
Perform day-to-day accounting activities, including accounts receivable and accounts payable
Enter data into accounting systems and maintain information and documentation integrity
Review and process client-submitted documentation such as bills and invoices
Proactively contact clients for additional information
Communicate with clients by email and video calls
Prepare financial reports and budgets
Organize accounting records, financial statements, and reports for clients
Identify and resolve process improvements with the Manager of Accounting Services
Execute assigned tasks while ensuring compliance
Identify opportunities for additional services
Build and manage accounting and financial systems using Zenbooks best practices and SOPs
Provide subject matter expertise and understand client needs
Ensure client solutions are delivered on time
Maintain relationships with internal accountants and consultants
Oversee implementation of new payroll, accounting, and payment software and processes in client organizations
Perform bank and credit card reconciliations and follow up on outstanding supporting documentation
Prepare GST/HST/PST sales tax returns
Perform financial statement reviews and prepare client files for year-end tax accountants
Requirements
2-3 years of experience working in a client-facing position within public accounting
Familiarity with cloud accounting software such as Xero and/or QBO is required
Must pass a criminal background check and/or education and employment verification
Working from home is a requirement
Access to high-speed internet
Availability during core business hours
Strong attention to detail and organizational skills
Customer service orientation and excellent communication
Adaptability and effective problem-solving skills
Time management and multitasking abilities
Collaboration and initiative in team settings
Benefits
5 personal days
10 vacation days
1 week during the winter holidays
100% employer-paid health benefits (medical, dental, disability, life insurance)
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