Accounting Trainer

Summary/Objective Reporting to the Accounting Manager, the Accounting Trainer is responsible for initial training of the client’s usage of accounting software and/or internal training of new associates joining the CWA accounting team, as well as assisting tenured associates when needed. Essential Functions Train new clients on accounting software and CWA accounting processes. Train new associates on all internal procedures, including general ledger, bank reconciliation, payroll integration, and preparation of a balance sheet and income statement for a growing CPA firm specializing in financial planning to national clientele. Assist existing associates when needed. Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department. Establish records of accounts and input entries into proper accounts. Document and ensure proper keeping of financial records, making use of current technologies. Responsibilities and Duties Initial setup of a client’s account to include general ledger beginning balances. Work independently on monthly and quarterly compilations, including reconciliations of bank and credit card accounts; assess general ledger for accuracy. Exercise discretion and authority in the preparation of after-the-fact payroll summaries and record journal entries. Record journal entries to reconcile balance sheet accounts to supporting documents. Ensure compliance with all laws and regulations in the preparation of year‑end Forms 1096 & 1099. Work independently with clients as needed to facilitate completion of financial statements. Backup for Software Specialist when necessary. Visit with client during annual consultation to develop accounting/client relationship. Job Requirements Education and Experience Bachelor’s degree from a regionally accredited institution preferred. 5‑10 years of experience in the accounting field required. Multi‑client CPA firm experience required. QuickBooks and Xero software experience preferred. Proficient in both Microsoft Word and Excel. Act as a team player and demonstrate a positive attitude. Travel No travel is expected for this position. Work Environment This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Physical Demands This is a largely sedentary role; however, some filing may be required. Position Type and Expected Hours of Work This is a full‑time, non‑exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain, and motivate a high‑performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited to the size of our firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the firm that are subject to change. Compensation Minimum: $75,000.00 – Maximum: $90,000.00 USD. Benefits Heavily subsidized medical insurance options Generous employer HSA contributions 100% employer‑paid Short‑Term Disability, Long‑Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health Dental and Vision plans Unlimited PTO Organization‑paid holidays, including an extended Winter Break Safe Harbor 401k Plan Employer‑paid professional dues, licenses, and renewals Continuing Education resources Family Planning Assistance Program and Paid Parental Leave Subsidized fitness programs Equal Opportunity Statement Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at View email address on click.appcast.io. Your concerns will be handled with the utmost confidentiality and care. #J-18808-Ljbffr Cain Watters & Associates