Initialization Accounting Specialist
New
Individual applicants residing in the US onlyFull-TimeMiddle
Salary70,000 - 85,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 5+ years
- Required Skills
- AccountingBookkeeping
Requirements
- 5+ years of accounting experience (cash & accrual)
- Public or multi-client accounting background
- Strong reconciliation, cleanup, and Balance Sheet tie-out skills
- Advanced QuickBooks Online experience
- Experience with third-party app integrations
- Proficient in year-end workpapers and tax prep support
- Comfortable with client-facing communication
Responsibilities
- Design and implement streamlined Chart of Accounts and bookkeeping setups.
- Clean up and reclassify historical transactions to ensure accurate financial records.
- Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements.
- Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns.
- Troubleshoot QuickBooks Online issues and manage third-party app integrations.
- Meet with clients to gather context, resolve questions, and communicate progress.
- Collaborate cross-functionally to transition clients into ongoing bookkeeping services.
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