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Responsibilities:
Client Focus – Building Great Client Relationships.
Qualifications:
What We Offer:
Staff Accountant ***REMOTE*** Opportunity – Fulltime
Are you an experienced accounting professional who would love a virtual position that would allow you to achieve the optimal work/life balance that you have always dreamed of? Would you enjoy using your accounting expertise to remotely help businesses thrive, all from the comfort of your own home office?
Since 2009, we have been empowering business owners by taking bookkeeping and operational support functions off their plates allowing them to focus on their core business. Balance Financial Management experienced professionals use our cutting-edge cloud-based platform, virtual infrastructure, and proven process to deliver a full suite of outsourced services, including accounts payable, accounts receivable, bookkeeping, financial reporting, controller level services, human resources and payroll administration.
Balance Financial Management has employees working throughout the U.S. and is continuing to grow rapidly! This momentum has created fantastic opportunities for accountants who thrive on providing exceptional client service while seeking optimal work-life balance as well as the strength of a network community nationwide.
Responsibilities:
Client Focus – Building Great Client Relationships.
- Provide exceptional accounting and operational service to our clients.
- Support client onboarding process for all assigned client engagements in accordance with defined process.
- Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines and stellar accounting support.
- Manage day-to-day relationships with clients while performing within established processes and budget parameters.
- Performs general cost accounting and other related duties for the organization.
- Prepares monthly balance sheets, income statements, and profit and loss statements.
- Maintains the general ledger.
- Codes invoices, sets up new accounts, reconciles accounts, and closes the monthly books.
- Reconciles bank accounts at least monthly, verifies deposits, and addresses inquiries from banks.
- Reconciles cash disbursement accounts, payroll, customer accounts, and other financial accounts; manages accounts receivable collections.
- Verifies and/or completes payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts.
- Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit.
- Files tax forms with federal, state, and local government agencies.
- Coordinates with software vendor to maintain accounting software systems; recommends updates to enhance the accounting software.
- Manages the purchasing and invoicing system.
- Maintains knowledge of acceptable accounting practices and procedures.
Qualifications:
Does everything you have read so far sound appealing?
We hope so! If you meet the qualifications below, we would absolutely love for you to apply!
We hope so! If you meet the qualifications below, we would absolutely love for you to apply!
- 3+ years of demonstrated ability to provide detailed level bookkeeping support – accounts payable, accounts receivable, closing books on a monthly basis and preparing financial reporting and analysis for small businesses.
- 1+ years of transactional accounting experience using QuickBooks for/in a professional organization.
- Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.
- Ability to communicate clearly and professionally, both orally and in writing.
- Willingness to consistently and accurately follow established policies and procedures.
- A passion for and sense of personal satisfaction in delighting clients and helping small businesses succeed.
- Confidence in learning and embracing new technology to solve client issues.
- Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices.
- Commitment to maintain the highest level of confidentiality while working with client data.
- A dedicated office space that has a reliable, high-speed internet connection.
Balance Financial Management is deeply committed to creating a diverse and inclusive workforce. We believe a diverse workforce is not just attained, but it is built upon a culture of inclusion and belonging.
What We Offer:
- Competitive salary and incentives.
- Full benefits package for Full Time Employees (Medical, Dental, Vision, Life, Simple IRA with match, Paid Time Off, Flex Spending).
- A great corporate culture that values people and teamwork.
- Career growth potential.
Balance Financial Management is an Equal Opportunity Employer.
