Outsourced Senior Accountant

Kerkering Barberio & Co

Sarasota, FL

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JOB DETAILS

SKILLS

Accounting, Accounting Software, American Institute of Certified Public Accountants (AICPA), Budget Management, Budgeting, Certified Public Accountant (CPA), Communication Skills, Contact Management, Contract Negotiation, Customer Support/Service, Dental Insurance, Develop and Maintain Customers, Document Management, Expense Tracking, Financial Audit, Financial Modeling, Financial Statements, Genetics, Health Insurance, Intuit Quickbooks, Military, Nonprofit, Organizational Skills, Outsourcing, People Management, Performance Analysis, Presentation/Verbal Skills, Problem Solving Skills, Project Development, Project Planning, Proposal Writing, Public Accounting, Publications, Quality Control, Request for Proposals (RFP), Seminars, Spreadsheets, Staff Training, Statement of Work (SOW), Team Lead/Manager, Time Management, Training/Teaching, Trend Analysis, Tuition Fees, Vendor/Supplier Selection, Vision Plan, Willing to Travel, Word Processing, Writing Skills

LOCATION

Sarasota, FL

POSTED

30+ days ago

Benefits:

401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Employee discounts
Flexible schedule
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Tuition assistance
Vision insurance
Wellness resources

Reports to: Team Shareholder and/or Manager, Supervisor
Supervises: Staff and In-Charge Accountants
FLSA: Exempt (when full time)

Position Overview:
The Senior Accountant of Outsourced Accounting Services is responsible for leading accounting services engagements for small to medium sized businesses, as well as leading advisory teams in support of client outsourcing initiatives. Additionally, the Senior Accountant is responsible for assisting in the development of initial assessments, project plans, vendor selections, financial modeling, RFP creation, contract negotiations and post selection administrative actions. Performance is evaluated based on quality and accuracy of work, application of accounting and auditing knowledge, supervision of Staff and In-Charge personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines. This position will focus heavily on not-for-profit / non-profit organizations as well as some time spent with for-profit businesses.

Essential Functions:

Works closely with the Manager in the planning and development of project deliverables, and assumes responsibility for budget, work plans, timeline and meeting due dates.
Coordinates and oversees various phases of engagement, plans engagement, budgets time and expenses, monitors actual performance against budget and reviews working papers for accuracy and completeness (both for self and other staff).
Meets time and budget constraints, as well as client and internal deadlines.
Interacts directly with senior client and service provider executives.
Communicates engagement's progress, problems, resolutions, financial information, and other business concerns to the client, Manager, team members, and other business units.
Participates in client meetings, as required.
Maintains contact with clients throughout the year; has thorough knowledge of the client and all facets of the client’s business or personal needs.
Studies and evaluates clients' internal controls, as applicable.
Prepares engagement letters for approval by Manager.
Aids in preparing proposals. Develops the financial, statement of work, service level and contract terms portions of the RFP.
Accumulates knowledge of general economic, political trends or other legislation that could affect the business climate.
Resolves accounting problems as they arise and informs Manager.
Provides supervision and on-the-job training to staff assigned to engagement.
Displays proficiency in the following software:
- QuickBooks Online
- Bill.com
- Sage Intacct
- Martus Tools
- FloQast
- Other 3rd party applications that work with QBO and Intacct

Other Functions:

Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.
Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position).
Participates in local civic, charitable, business, and other organizations.
Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.
Demonstrated ability and desire to secure new business for the firm.
Performs other duties as assigned.

Required Experience and Skills:

Proficiency with various accounting software, spreadsheets, and word processing.
Demonstrates sound critical thinking, professional judgment, and decision-making skills.
Current knowledge of accounting principles.
Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.
Effective verbal and written communication skills
Conducts themselves with integrity in a responsible, professional manner and appearance.
Excellent organizational and time management skills.

Required Education: Bachelor’s in accounting or related field
Required Experience: 3-5 years progressive experience in public accounting
License/Certification: CPA preferred

Working Requirements:

Frequent same day travel for work at client's offices, meetings and seminars using a personal vehicle.
Out-of-town travel with overnight stay is possible.
Occasional overtime is expected throughout the year and will vary based on individual client needs.

Safety:

Minimal hazards.
General office working conditions.
May be required to lift files/boxes in the range of 10-20 pounds.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.

We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.

About the Company

Kerkering Barberio & Co

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