Client Accounting Services Associate: Bookkeeper
Company: Smith Leonard PLLC
Location: High Point
Posted on: June 18, 2022
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Job Description:
Description:
About UsSmith Leonard is a growth-minded, regional CPA firm with
offices in High Point, Winston-Salem, and Lexington, NC. We've
discovered that public accounting is not a one-size fits all
proposition. Different firms offer varying experiences, culture and
work environment. Smith Leonard is proud to be a firm that offers
an approachable, yet professional culture with great work/life
balance, including remote or virtual options and 1/2 day Fridays in
the summer.We are consistently rated one of the Best Firms to Work
For by Accounting Today in their annual employee survey and are one
of their 2021 Top Regional Firms. Our team is empowered and
energized by the autonomy of local decision-making and community
impact, but our affiliation as a BDO Alliance firm gives us access
to scalability and far superior technical resources than you would
expect from a firm that can also provide top-notch local customer
service. Our daily work benefits include flexible schedules and
dress for your day every day (Jeans!). We've been offering remote
and hybrid flexibility long before it was the cool thing to do. We
offer a casual, approachable environment for our team while
delivering professional-level service to our clients and
community.Smith Leonard offers a competitive compensation and
benefits package, an excellent learning environment, and an
appreciation for work-life balance. The benefits package includes
health insurance (one option is 100% employer paid!), dental,
vision, disability, life insurance, holiday and PTO pay, Thank You
Days, Annual Day of Service (company Volunteer Day), and 401K with
a generous company contribution.Position summary:The ideal Client
Accounting Services (CAS) Associate: Bookkeeper must be extremely
organized with strong ownership and leadership skills to
effectively manage multiple client projects and meet deadlines
while maintaining and ensuring quality work product. This role
requires a self-starter, an individual who is savvy with the latest
technology, detail-oriented, and client service driven. Tax
preparation experience is not a requirement of this role, however,
the firm will provide training for those displaying the interest
and desire to learn. Work Location and hours:This position can be a
combination of working remotely and in office at either our High
Point or Lexington location. We promote working where you are most
efficient! This role may require some overtime, particularly during
the tax busy season.CAS Bookkeeper Job ResponsibilitiesProvide
accounting and advisory services to Smith Leonard clientsMaintain
an accurate record of client's financial transactions by performing
bookkeeping and accounting services under the direction of a
CPAPrepare and file client's tax compliance forms, including
payroll tax, sales & use tax, property taxLook for opportunities to
provide additional value to clients by proposing other firm
servicesCollaborate on special projects for clients, as
neededEvaluate processes and procedures, and recommend
improvementsSkills and AbilitiesStrong research
capabilitiesExcellent verbal and written communication skillsHigh
attention to detail, organization, and professionalismEnergetic,
adaptable team member capable of consistent initiative in a
fast-paced work environmentExcellent decision making and judgement,
seeks advice of appropriate supervisor regarding issues related to
complianceEducation and ExperienceBS or Associates degree in
accounting, or significant related work experienceExperience
working with QuickBooks online and/or desktop, and exposure to
other accounting software platforms such as Bill.com, Expensify,
and GustoAt least 1-3 years of public accounting experience highly
preferredProficient in Microsoft Office Products - Excel, Word,
OutlookKnowledge of CS Professional Suite or other related
applications a plusCPA or EA certification a plusAbout Client
Accounting Services:At Smith Leonard we take pride in our ability
to serve clients both big and small and know that aligning with the
right advisors and making smart business choices help pave the way
for growth. Client Accounting Services (CAS) is the fastest growing
segment of our business. We are proud to offer the following
services:Payroll services, including payroll reporting, W2s and
1099sBookkeeping services, including solutions for bill pay and
providing bookkeeping safeguardsCompilations on a monthly,
quarterly, or annual basisForecastingAssistance with banking and
insurance relationshipsTax services for businesses and individuals,
including corporate, personal, gift, estate, trust, and investment
partnershipsInsurance guidance through a bid and/or maintenance
process to include health, workers compensation, liability, and
propertyRent rolls and delinquency reportsPlanning for
acquisitions, dispositions, mergers, succession, gifting, and
estate purposesSales and property taxContractor's licensesBoard or
management meeting services, including scheduling and attending
meetings, presenting financial information, and providing meeting
follow upPM22
Requirements:
PI178942862
Keywords: Smith Leonard PLLC, High Point , Client Accounting Services Associate: Bookkeeper, Accounting, Auditing , High Point, North Carolina
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