Would you like to be an essential part of a dynamic organization that helps our clients achieve business and financial goals? Join our thriving organization and be a part of a team that provides premier outsourced accounting and software solutions.
IF THESE WORDS RESONATE WITH YOU: Problem Solver. Process Oriented. Client Centric. Continuous Improvement. Proactive… Then please read on.
To be successful in our Staff Accountant II role, you will be a self-motivated, high-performer who provides continued full-cycle accounting to multiple clients, ensuring that complex issues are resolved and that all client expectations are exceeded with a high degree of efficiency and effectiveness.
Keep Reading IF:
YOU ARE AN OUT-OF-THE-BOX THINKER: You are a natural problem solver and you love investigating various solutions to intricate challenges. You thrive on finding innovative and out-of-the-box approaches to your work. You are a continuous improver who strives to enhance any area of opportunity. Never satisfied with the status quo, you are committed to solving problems and implementing solutions.
QUALITY, DETAILS AND FOLLOW THROUGH MATTER TO YOU. You have a proven track record for producing quality reports and documents. You stay focused and no details fall through the cracks on your watch.
YOU LOVE PROVIDING EXCEPTIONAL CLIENT SERVICE. You have experience providing quality client service by telephone or email in a fast paced environment. You have professional telephone etiquette and you pride yourself on a job well done. You thrive on helping, assisting and supporting everyone around you, all the time. No task is too small for you.
YOU HAVE AN AFFINITY FOR NUMBERS. You have a natural talent for finance and accounting and you enjoy tasks such as processing client bill pays, reconciliations and preparing financial and tax packages. You have a genuine interest in understanding how the accounts payable function impacts a client’s overall financial portfolio.
ESSENTIAL JOB FUNCTIONS MAY INCLUDE:
Within the first 30 days:

- Has been assigned client portfolio and has been informed of deliverables, timelines, accounts, processes, procedures and client communication styles
- Fully understands Plumb’s seven step accounting process flow
- Has begun client bill pays with a focus on accuracy and deadlines
- Has begun monthly bank and credit card reconciliations by due date
- Has completed training on QuickBooks and NetSuite

Within the first 60 days and ongoing:

- Consistently manages client bill pays with minimal assistance and no errors
- Has begun managing all client financial calendars of due dates
- Has begun reconciling bank and credit card statements
- Has begun monthly brokerage reconciliations by due date

Within the first 90 days and going forward:

- Has begun preparing financial statements
- Ensures that all client insurance policies are updated
- Comes to staff meetings prepared to share details on volume of client workload in an effort to assist team members or ask for assistance, depending on workload

Within the first 6 months and going forward:

- Maintains 10-15 clients, with a minimum of 36 billable hours weekly
- Completes monthly bank and credit brokerage reconciliations by due date
- Prepares initial notes for manager to analyze financial statements
- Works on and organizes year-end financial and tax packages with Accounting Manager

Within the first 12 months and going forward:

- Works closely with new CA I’s to mentor and delegate tasks
- Assists with 1099’s preparation
- Continues to manage all client financial calendars, ensuring deadlines are met and checklists are completed
- Has contributed to bringing new ideas to the table that add value to the organization with process, quality, project management, etc.

Job Duties and Responsibilities:

Complex Journal Entries- Creating, adjusting and entering journal entries into client/internal accounting software
Transactional Accounting
Period Closing – Provide complete, accurate & timely period closing
Monthly Financial Statement Preparation
Account Management
Advisor Communication-on basic financial statements with creation of supporting schedules
Pre-Tax Preparation – Work with client CPAs to complete Tax Organizers in timely fashion
Maintain Electronic Files-Ensure accurate and organized filing system
Update and Maintain Plumb 7-Step Files
Vendor Management
Year-end reporting
Maintenance of financial charts and graphs

Education, Skills & Experience:

Should have at least 3-5 years of accounting or finance experience, preferably with bill pay experience
At least 1 year of customer service experience
Bachelor’s degree in Accounting or Finance is a plus
Proficient computer skills working with various office equipment, computers and various programs including databases, Word, Outlook, PowerPoint, Excel, etc.
QuickBooks experience
The ability to work independently
Sage 100, 300, Intacct, or NetSuite experience a plus

Working at Plumb:
All our employees are hired as full-time, permanent employees of Plumb. We offer a comprehensive benefits package that includes:

Competitive base salary
Incentive plan and quarterly bonuses
Health, dental and vision coverage
401(k)

In addition to our expansive benefits package, Plumb offers a flexible work schedule. We understand that our most important part of our success depends on employees. There is an opportunity for growth at Plumb with experienced mentoring, continuing education, personal development, and camaraderie.

Job Type: Full-time

Remote, Remote