Spider Logic - Senior Accounting Specialist - CA/CPA

Senior Accounting Specialist (6 to 8 years of Accounting experience)

Senior Accounting Specialist provides business accounting services for the firm's FAO (Financial Accounting Outsourcing) clients, including preparation of monthly financial statements, assistance with on-boarding (of clients) and conversions, performing detailed quality assurance checks for all FAO clients and associates, and communicates results to firm associates, ensuring the firm is proactively identifying opportunities and serving the client's needs in accordance with company policies and procedures.

Essential Responsibilities

- Prepare periodical financial statements for Wipfli's clients, ensure quality assurance with core accounting operations performed by the team

- Perform compilation procedures in accordance with firm and professional standards as directed by engagement leaders.

- Perform on-boarding of clients and conversion activities as directed by an on-boarding and conversion specialist.

- Further develop technical competency with GAAP, various accounting software systems used to provide the FAO services, Participate in core CPE programs.

- Communicate proactively with client, other firm associates regarding open items, problems, or other important matters in a timely manner.

- Adhere to prescribed budgets and deadlines.

Additional Responsibilities :

- Prepare correspondence related to client engagements as appropriate.

- Develop a familiarity with Wipfli service offerings with the intent of applying that knowledge towards identifying additional client opportunities.

- Actively participate in community activities to develop positive relationships with community leaders and members.

Qualification, Skills, Experience and Competencies Required

- CA / CPA or any other equivalent degree. QuickBooks ProAdvisor certification is preferred but not required at the time of interview

- At least 5 years of job related experience in the public accounting field with an emphasis on U.S. GAAP accounting

- Proficiency in Word, Excel, Adobe, and Outlook and some or all of the following software applications: depreciation, document management systems and one or more accounting packages such as QuickBooks, Dynamics GP, etc.

- Active communicator and a great team player

- Ability to plan, prioritize, and organize work effectively

- Ability to balance many projects simultaneously

- Ability to work under pressure and time deadlines

- Ability to work independently

- Ability to analyze data and recommend solutions

- Ability to identify, address and resolve client concerns

- Ability to present a professional appearance and demeanor

- Ability to be flexible with scheduling to meet workflow demands

- Ability to maintain client confidentiality, personal objectivity and professional scepticism

- Openness to travel - Occasional over-night travel may be required and overseas travel will likely be required for approximately one week each year