Outsourced Senior Accountant

Outsourced Senior AccountantThe Outsourced Senior Accountant is a multifaceted role, encompassing the diligent completion of daily accounting tasks such as sales postings and expense management. This position involves conducting initial reviews of financial statements and working closely with clients to ensure accurate financial transaction postings. This role is responsible for executing essential month-end tasks, the Outsourced Senior Accountant prepares financial reports, including balance sheets, and profit & loss statements, while being ready to address client questions and requests. Acting as a key support to clients, the goal is to deliver clean and accurate monthly financials in support of the Client Service Team. This role requires meeting frequent deadlines, maintaining organization, and providing thorough variance explanations, account reconciliations, and accounting research to meet client needs effectively.ResponsibilitiesReconcile accounts payable (AP), and accounts receivable (AR), and prepare and enter month-end adjusting journal entriesPrepare comprehensive financial reporting, including balance sheets, income statements, cash flow statements, financial analyses, and highlight budget variancesSet priorities and review the work of team members, including payroll journals, bank transaction coding, and month-end journal entries, and ensure staff adhere to best practices and internal controlsUpdate accounting software with client data and ensure accurate record-keepingPrepare for, schedule, and conduct client meetings, ensuring thorough preparation and follow-up on identified tasks, and maintain effective client communicationPromptly respond to client inquiries and requests for information within 24 hours while maintaining high-quality customer servicePrepare workpapers, review financial statements for accuracyDevelop a deep understanding of client industries and accounting operations, and contribute to the improvement of financial systems and processesRetrieve bills from vendor sites and conduct bank and expense management reconciliationsFile, pay, and track sales tax, ensuring compliance with deadlines and maintaining accurate recordsAssist and support team members with bill coding, client questions, and fill in for absent teammates as neededPerform additional responsibilities and adapt to client needs for month-end closing and other accounting tasksAny other duty as needed to drive to the vision, fulfill the mission, and abide by the values of RKL Virtual Management SolutionsPeople Management and RelationshipsCultivate and strengthen client relationships by understanding their business goals, ensuring responsive communication, and consistently meeting or exceeding their service expectationsLead client meetings with strategic focus, addressing critical financial matters, reviewing progress, and collaboratively setting goals to drive future successProactively seek and value client feedback to enhance service delivery and reinforce a trusting, respectful partnershipPromote a cooperative team atmosphere by offering support to colleagues, sharing knowledge, and aligning efforts to achieve collective objectivesDemonstrate respect and build trust with both team members and clients through transparent communication, reliability, and a commitment to ethical conductTake personal responsibility for the quality and timeliness of work, actively pursuing professional growth and being receptive to new ideas and constructive feedbackBusiness GrowthDemonstrate an understanding of RKL's business model, service lines, and competitive landscapeLeverage knowledge of client service capabilities to contribute to the firm's growth and client satisfactionStay informed on technological advancements and their potential impact on the firm's success and service deliveryRequired Knowledge, Skills, and/or AbilityExcellent organization skills and strong attention to detailMultitasker with the ability to prioritize work accordinglyExcellent verbal and written communication skills with strong client service focusStrong analytical and interpersonal skillsAbility to work autonomously under the pressure of tight deadlines and multiple prioritiesProficiency with Microsoft Word, Excel and OutlookAbility to thrive and adapt in a fast paced environmentProblem solving skills; ability to shift focus and adapt to changesEducation, Experience and CertificationsBachelor's degree in Accounting, Finance or related fieldMinimum of 5 years of general accounting and payroll experience in a corporate setting requiredCPA certification or other relevant certification a plusExperience with QuickBooks and/or Sage Intacct accounting ERP systems is required.Essential FunctionsMust be able to remain in a stationary position as neededThe person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printerAbility to communicate in a professional manner and exchange information with internal and external actors as neededAbility to lift/carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to local and non-local clients as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assignedSalary Range:$75,000 - $85,000