Job Description

• General Accounting:
  • Assist with accounting functions, including Overseeing the General ledger, Reconciling AP & AR, Preparing budget forecasts, and Executing fiscal year-end processes.
  • Prepare and update the Chart of Accounts.
  • Establish and execute financial management processes, including balance sheets, income statements, budget vs. actual reports, monthly burn rate and grant financial reports.
  • Monitor bank accounts and incoming and outgoing transactions.
  • Manage all accounting software, resolving accounting discrepancies.

• Financial Reporting and Analysis:
  • Prepare and analyze financial statements in compliance with GAAP and relevant regulatory requirements.
  • Conduct variance analysis to identify trends, anomalies, and areas for improvement in financial performance.
  • Provide insights and recommendations to management based on financial analysis and interpretation of results.
• Tax Planning and Compliance:
  • Develop tax strategies to minimize tax liabilities and optimize tax efficiency for individuals, businesses, and other entities.
  • Prepare, file and review tax returns, ensuring compliance with federal, state, and local tax laws and regulations.
  • Demonstrate advanced tax technical knowledge necessary for advising clients and developing an area of expertise.
  • Stay updated on changes in tax laws and regulations to advise clients on potential impacts and opportunities.

• Auditing and Assurance Services:
  • Perform audits of financial statements, internal controls, and compliance with regulatory requirements.
  • Assess risks and evaluate internal controls to ensure the accuracy, reliability, and integrity of financial information.
  • Provide recommendations for process improvements and risk mitigation based on audit findings.

• Financial Planning and Advisory:
  • Assist clients in developing and implementing financial plans to achieve their short-term and long-term goals.
  • Conduct financial analysis and forecasting to support strategic decision-making and business planning.
  • Provide personalized financial advice and guidance to individuals and businesses to optimize financial performance and mitigate risks.

• Compliance and Regulatory Reporting:
  • Ensure compliance with accounting standards, regulations, and reporting requirements relevant to clients' industries.
  • Prepare and file regulatory reports and disclosures, such as SEC filings, to meet regulatory obligations.
  • Provide guidance and support to clients on compliance matters, including internal controls and financial reporting requirements.
• Client Relationship Management:
  • Build and maintain strong relationships with clients, serving as a trusted advisor on financial matters.
  • Communicate effectively with clients to understand their needs, address concerns, and provide timely and valuable advice.
  • Identify opportunities for additional services and value-added solutions to meet clients' evolving needs and grow the business.

• Certified Public Accountant (CPA) license.
• Bachelor's Degree in Accounting, Finance, or a related field.
• Minimum of 2+ years of professional experience in accounting or finance roles.
• Proficiency in financial software such as QuickBooks for financial record-keeping and reporting.
• Advanced understanding of Generally Accepted Accounting Principles (GAAP) and tax regulations.
• Experience overseeing the General Ledger, reconciling Accounts Payable (AP) & Accounts Receivable (AR), and executing fiscal year-end processes.
• Strong analytical skills with the ability to conduct variance analysis and provide insights for financial decision-making.
• Knowledge of tax planning strategies and experience preparing and reviewing tax returns for individuals and businesses.
• Familiarity with auditing procedures, including assessing risks and evaluating internal controls.
• Ability to develop and implement financial plans to support short-term and long-term goals.
• Excellent communication and interpersonal skills for building and maintaining client relationships.
• Attention to detail and accuracy in financial reporting and compliance documentation.
• Ability to stay updated on changes in tax laws, regulations, and accounting standards.
• Proficiency in ledger software is a plus, though not required.
• Strong organizational skills and the ability to multitask effectively in a fast-paced environment.
• Commitment to professionalism, integrity, and confidentiality in handling financial information and client interactions.

• You are detail-oriented, ensuring accuracy and precision in financial records and compliance documentation.
• You are analytically capable of conducting thorough financial analysis and identifying trends and anomalies.
• You are communicative and can convey complex financial information clearly and effectively to clients and colleagues.
• You are client-focused and dedicated to building solid relationships and providing personalized financial advice and solutions.
• You are ethical, upholding integrity and confidentiality in handling sensitive financial information and client interactions.