Proficiency with standard systems and spreadsheets for invoicing and billing

Knowledge of standard accounting and bookkeeping principles and best practices

Significant experience with office productivity applications, with a strong aptitude for learning new systems and approaches

Ability to effectively manage multiple priorities at the same time, whether working independently or as part of a team

Excellent written and verbal communication skills

Ability to maintain strict confidentiality of company financial information

Two or more years of experience in an accounting role (Preferred)

Competency with at least one financial planning software package (Preferred)

Examine financial statements and records to ensure accuracy and regulatory compliance

Support our tax professionals in preparing quarterly estimates and annual returns

Inspect and update all documentation and systems related to accounting and company finances

Help establish company best practices related to accounting

Suggest thoughtful, scalable approaches to reducing costs, streamlining processes, and improving margins