Accountant

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Current

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

🤝 B2B

💼 Beratung

🏢 Unternehmen

B2B • Consulting • Enterprise

Current ist eine Plattform (früher Crete Professionals Alliance), die unabhängige Buchhaltungsfirmen dazu befähigt, durch die Kombination von Technologie, Talent, Kapital und Strategie zu skalieren. Gegründet im Jahr 2023, betreibt Current ein wachsendes Netzwerk von Partnerfirmen (die Webseite gibt 48 Firmen, über 2. 000 Mitarbeiter in 39 Bundesstaaten und 3 Ländern an) und bietet Dienstleistungen, die Firmen helfen, Wachstum zu beschleunigen, ohne die Unabhängigkeit zu opfern. Die Angebote und Fähigkeiten von Current betonen Tech-Transformation (Automatisierung, KI, optimierte Workflows), globale Servicebereitstellung, M&A und strategische Expansion, Talentkontinuität, Marken- und Marketingunterstützung sowie gemeinsame operative Infrastruktur. Current weist darauf hin, dass es keine lizenzierte CPA-Firma ist; Tochtergesellschaften bieten nicht-testierte Steuer-, Beratungs- und andere Dienstleistungen an, und Netzwerksfirmen arbeiten in einer alternativen Praxisstruktur.

Beschreibung

• Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness. • Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up. • Build and maintain strong client relationships through professionalism, organization, and consultative support. • Participate in quarterly client conversations focused on operational and financial discussions. • Manage at minimum 10 full-service bookkeeping client relationships. • Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance. • Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts. • Prepare and finalize monthly financial reporting packages and supporting documentation. • Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions. • Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports. • Assist with onboarding new clients, including: • - QuickBooks Online setup • - Chart of accounts implementation • - Account linking and integrations • - Initial bookkeeping cleanup and reconciliations • Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines. • Maintain organized documentation, reporting templates, and financial records. • Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division. • Attend team meetings, training sessions, and monthly webinars. • Collaborate closely with leadership and advisors to ensure seamless client support and service delivery. • Escalate workflow concerns or capacity challenges proactively to leadership.

🎯 Anforderungen

• 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred • Strong proficiency in QuickBooks Online required • Experience with financial reporting, reconciliations, and month-end close processes • Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously • Excellent written and verbal communication skills • Ability to work independently in a fully remote, high-accountability environment • Strong attention to detail and commitment to accuracy • Experience with workflow systems such as XCM or similar platforms is a plus • Client-service-oriented mindset with strong professionalism and responsiveness

🏖️ Vorteile

• 401(k) with company match • Medical, Dental, and Vision insurance • Paid time off and company holidays • Flexible scheduling • Continuing education and professional development support • Paid training opportunities • Opportunities for advancement and career growth • Fully remote work environment