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Client Accounting Services Associate: Bookkeeper

Company: Smith Leonard PLLC
Location: High Point
Posted on: June 23, 2022

Job 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


Keywords: Smith Leonard PLLC, High Point , Client Accounting Services Associate: Bookkeeper, Accounting, Auditing , High Point, North Carolina

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