Accounting Specialist, Quickbooks

Perks:

• Company covers 75% of Benefits Premium for individual/family
• Company covers Toll Tag
• 401K Matching
• Flexible Scheduling between in-office, onsite with clients, and home office.
• 75% travel to client sites within the metropolis is required.

Company Overview:

Consulting company that specializes in accounting and audits for smaller to mid-size companies, private companies. Offers a complete range of tax, assurance and consulting services to a diverse portfolio of clients. Our team is dedicated to the highest ethics of our profession with a commitment to excellence. This is accomplished by putting an emphasis on providing superior professional services specifically tailored to meet the needs of our clients. We aim to provide valuable insight, effective solutions, and maintain long-lasting business relationships.

Role Overview:

The Accounting Specialist is responsible for supporting our clients in the areas of customer invoicing, recording of deposits, and supporting our clients with customer collections. The Accounting Specialist is responsible for the timely and accurate processing of client Accounts Payable transactions. This includes the entry of vendor bills received by the client, as well as the download/data entry and accurate coding of client credit card transactions for expenses. In addition, the Accounting Specialist is responsible for ensuring that W-9 forms are received from new vendors prior to initial payments being issued, and that these forms are updated annually to maintain current and accurate information.

Successful Candidates Will Have:

• The ability to learn new technology software skills quickly.
• An Eagle's Eye when it comes to their attention to detail for keeping current, accurate and complete vendor file information, including current W-9 and any other application forms.
• A commitment to accuracy when entering vendor bills and other transaction information.
• Excellent communication skills via telephone, video conference, email and in all other formats as interaction with client customers may be frequent.
• A co-operative team player.
• An extremely organized approach.
• A client-centric approach to all matters.
• A focus on relationship building as to the level that positive feedback is received from client vendors.

Primary Responsibilities:

• Processing of Client Invoices to Customers
• Posting Customer Payments (recommended that this function and the above are assigned to different staff members when possible)
• Downloading/entry of revenues from 3rd party applications or banks.
• Customer sales tax exemption certificate administration
• Preparation of sales tax reports for review by Accounting Manager
• Prospect networking at general business, association, and other functions
• Special projects as assigned
• Processing of vendor bills received for payment
• Downloading and coding of credit card transactions
• Preparation of draft To-Be-Coded reports
• Review of monthly A/P ledgers for missing routine bills
• New vendor setup
• W-9 administration
• Monthly draft 1099 vendor report preparation for review by Accounting Manager

Qualifications Expected:

• Associates Degree in Accounting, a minimum, Bachelor s Degree preferred. College interns in their junior or senior year with a major in accounting will be considered.
• Prior bookkeeping experience required, with specific experience in an Accounts Receivable environment that processes a high volume of invoices preferred.
• Strong technology skills using Microsoft Office 2021 or later (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred).
• Advanced QuickBooks experience, QuickBooks Online Certified (strongly preferred).
• Home office environment, including separate work area, PC (minimum system requirements must be met) with Windows 10. Additional technology requirements will be communicated to candidates selected for this position and must be met on an ongoing basis.
• Experience working in a paperless environment strongly preferred.
• Strong interpersonal and relationship building skills.
• Strong communication skills.
• Team player with a positive can-do" approach.
• A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas.