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. 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:
Supervisory Responsibilities:
- None
Primary duties & responsibilities:
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
- Work 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:
Skills & Background:
- Prior staff or senior accounting experience using QuickBooks Online
- Professional skills to handle all types of client engagement efficiently and in a timely manner
- 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 advanced skills in Microsoft Excel and keyboarding
Education and Experience:
Education and Experience:
- Bachelor’s degree in Accounting, Finance, or related discipline preferred.
- Three to five years accounting experience
Physical Requirements:
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.