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Staff & Senior Accountant Smart Financial Solutions for Law Firms

Staff & Senior Accountant

Job Description:
CPN Legal is seeking an experienced accountant with prior professional service experience to take ownership of maintaining accurate financial records for a block of law firm clients

We have a fun, collaborative, and casual work environment complete with an office dog. Our success is directly credited to our team, and we continue to invest in hiring and growing the firm. CPN Legal provides a comprehensive benefits package complete with flexible work schedules, special events, and expected benefits (medical, dental, vision, 401(k) and more).

Supervisory Responsibilities:
- None

Primary duties & responsibilities:

  • Reconcile bank accounts and other balance sheet accounts such as payroll liabilities and clearing accounts
  • Record expenses and deposits in QuickBooks Online on a daily or weekly basis
  • Record monthly journal entries including payroll, revenue allocations, etc.
  • Reconcile asset and liability accounts
  • Produce monthly financial reports, including balance sheet and income statement
  • Prepare weekly cash flow reports, leveraging data to discuss cash flow with clients
  • Trust account recordkeeping and reconciliation
  • Understand accounting and operational issues experienced by clients
  • Works accurately and efficiently with minimal supervision, meeting client expectations and deadlines
  • Working knowledge of preparing payroll setup, submission, review, and journal entries
  • Paying vendor bills for clients and record in proper systems 

Skills & Background:

  • Prior staff or senior accounting experience using QuickBooks Online
  • Professional skills to handle all types of client engagement efficiently and timely
  • High level of project management skills to ensure deadlines are met on multiple client engagements
  • Strong problem-solving skills and knowing when to ask questions
  • Ability to approach client work with ownership and accountability, as if running your own company
  • Experience with or ability to understand flow of data between integrated software systems
  • Basic understanding of financial accounting concepts; previous experience at a CPA or professional service firm preferred, including active or inactive CPA
  • Proficient to advance skills in Microsoft Excel and keyboarding

Education and Experience:

  • Bachelor’s degree in Accounting, Finance or related discipline preferred/
  • Three to five years accounting experience

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Role does not require external sales.

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