Senior Accountant

About the job

Do you love public accounting and want to join a team that will encourage your professional growth and afford you the opportunity to work with a diverse client base? Would you appreciate being a part of a firm that truly values your efforts and contributions? Supportive, motivating, inclusive, and approachable leadership are more than words to us; at Gilbert, they are our foundation.

Gilbert CPAs is one of the largest regional accounting firms and has been serving individuals and organizations in Sacramento and throughout California since 1984. We offer audit, tax, and consulting services to a wide variety of clients, including privately held businesses, non-profits, public entity risk pools, educational entities, governmental entities, and employee benefit plans. We’re passionate about what we do and the clients we serve. We have been recognized by the Sacramento Business Journal as an A+ Employer.

We are currently seeking a Senior Accountant to join our client service team in our accounting services department. As a Senior Accountant, you will immediately begin building and managing relationships with clients. You will have direct contact with clients on a regular basis. Same-day travel for work at the client's office, meetings, or seminars is required at times.

Qualifications:

• Bachelor’s degree in accounting required

• 5+ years of relevant accounting bookkeeping experience required in Client Accounting Services (CAS) environment or 3+years in public accounting audit practice

• Strong understanding of GAAP and financial reporting principles

• Experience managing multiple client engagements simultaneously.

• Proficiency in QuickBooks Online and QuickBooks Desktop experience preferred

• General tax knowledge related to small business sales tax, payroll tax, and income tax preferred

• Advanced proficiency in Microsoft Excel required

• Experience with accounting software and automation platforms such as Bill.com, Saasant, Ramp, and similar tools preferred

• Strong leadership, customer service, organizational, verbal, and written communication skills

• Ability to interact effectively with all levels inside and outside the organization

• Ability to: interact with all levels inside and outside the organization, take initiative, anticipate problems, and formulate resolutions, exercise good judgment/decision making, prioritize and multitask, work independently, etc.

Position Overview:

The Senior Accountant is responsible for managing the accounting process for assigned clients, reviewing Staff Accountant work, resolving accounting issues, performing financial analysis, and serving as the primary day-to-day accounting contact for clients.

The Senior Accountant's primary focus is process ownership, review, analysis, problem-solving, and day-to-day client service.

Core Responsibilities

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• Manage the monthly, quarterly, and year-end accounting close for assigned clients.

• Perform complex reconciliations and accounting analyses.

• Review Staff Accountant work for accuracy and completeness.

• Review journal entries, account reconciliations, financial statements, and supporting schedules.

• Prepare and review complex or non-routine journal entries.

• Analyze balance-sheet and income-statement fluctuations.

• Identify unusual trends, errors, and potential accounting issues.

• Research accounting questions and propose appropriate solutions.

• Ensure client books are maintained in accordance with applicable accounting principles and firm policies.

• Coordinate year-end work with tax and/or audit teams.

• Prepare schedules and information requested by tax or audit personnel.

• Assist with cash-flow analysis, budgeting, forecasting, and financial reporting.

• Develop and maintain standardized processes for recurring client activities.

• Train and mentor Staff Accountants.

• Manage workflow and deadlines for assigned clients.

• Communicate directly with clients regarding accounting issues and financial information.

• Escalate significant accounting, tax, operational, or client-service issues to the Manager.

This role is based out of our Sacramento office. A hybrid work schedule is offered after the training period, with three days in the office and potentially two days remote; however, this is dependent upon client service needs.

Benefits:

Gilbert CPA provides a comprehensive benefits package including medical, dental, vision, 401K with company match, paid life insurance and long-term disability, generous paid time off, and approximately 10 days paid holiday. The firm is also pleased to provide employees with a training budget for professional development and professional licensure. EOE