Website Creative Planning
JOB SUMMARY
As a Senior Accountant on the Outsourced Business Accounting team, you will work
directly with clients and other team members to help manage the client’s A/P, A/R, and
account reconciliations. This position requires monitoring of details to effectively manage
financial information and solve accounting issues for our clients.
JOB DUTIES
• Process accounts payable
• 1099 processing
• Process accounts receivable and apply customer payments
• Apply correct codes to bank and credit card transactions
• Reconcile accounts
• Prepare adjusting journal entries
• Assist in month end closing and reconciliations
• Prepare single state sales tax returns
• Review staff work
• Appropriate utilization and efficiency of software applications
• Process improvement through automation and industry-specific best practices
• Prepare reports for year-end audits
• Ability to adapt to client needs by providing immediate short-term solutions while
working toward implementation of long-term goals
• Set and meet defined deadlines on projects with clients
REQUIRED EXPERIENCE / QUALIFICATIONS
• 2+ years accounting experience
• Familiarity with accounting systems
• Proficient in Excel
• Ability to work with multiple software, clients and projects
• Timely responses to internal and client communications
• Self-motivated, meets weekly/engagement hours expectations
• Experience using QuickBooks Online
PREFERRED EXPERIENCE / QUALIFICATIONS
• Sage Intacct and/or NetSuite experience
• Background working in the Construction space, or supporting clients within this
industry
TECHNICAL SKILLS
• MS Office and Teams experience
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to communicate effectively with clients via email and phone
To apply for this job email your details to careers@creativeplanning.com
