Position Overview
The PEO Senior Accountant has a vital role within the Professional Employer Organization (PEO) sector, responsible for preparing and ensuring that all financial statements are timely and accurate. This position also involves assisting the Accounting Team Lead with any complex support needed. The Senior Accountant plays a key part in the financial health and operational efficiency of an organization.
Key Responsibilities
- Financial Reporting: Prepare and review monthly, quarterly, and annual financial statements for accuracy and completeness.
- Reconciliation: Perform account reconciliations and ensure all discrepancies are resolved on time, including tax accounts, suspense accounts, cash accounts, and AR/AP payables account.
- Journal Entry Management: Manage and reconcile all Journal Entry policies to ensure compliance and maintain industry standards.
- Client Invoice Adjustments: Provide and work with the Payroll team on any requests with proper GL classification on client invoice entries.
- Compliance: Ensure all financial practices adhere to GAAP (Generally Accepted Accounting Principles) and other regulatory requirements.
- Budgeting and Forecasting: Assist in the preparation of budgets, forecasts, and financial projections, including ACH Management and quarterly review.
- Manage Audit Projects: Coordinate with external auditors and provide necessary documentation during audits, including ERISA and Annual Financial Audits.
- NAPEO Financial Survey: Manage NAPEO financial survey and monitor applicable government changes.
- Payroll and Tax Notices: Assist with previous payroll and tax notices as assigned.
- Banking and PEO Accounting Support: Assigned 1-2 weeks of uploader or releaser role, including sending Positive Pay daily files for assigned weeks.
- PEO Licensing Management: Manage the PEO licensing to ensure proper compliance.
- Quarterly Tax Certification: Manage Quarterly Tax Certification and WC policy management as needed for PEO licensing requirements, including worksite reporting per state requirements.
- Process Improvement: Identify and implement process improvements to increase efficiency and accuracy in financial reporting.
- Client and Vendor Interaction: Act as a point of contact for clients regarding financial inquiries and provide insights and recommendations.
- Team Leadership: Mentor and guide junior accounting staff, fostering a collaborative and productive work environment.
- Project Assistance: Assist with projects as assigned.
Qualifications
- Education: Bachelor's degree in accounting, Finance, or related field.
- Experience: Minimum of 5 years of accounting experience, with at least 2 years in a senior or supervisory role. PEO industry experience is a plus.
- Technical Skills: Proficiency in accounting software (e.g., QuickBooks, Sage) and advanced Excel skills.
- Analytical Skills: Strong analytical and problem-solving skills with a keen attention to detail.
- Communication: Excellent verbal and written communication skills, with the ability to convey complex financial information clearly.
- Interpersonal Skills: Strong interpersonal skills with the ability to build and maintain relationships with clients and team members.
Key Competencies
- Integrity: Demonstrates ethical behavior and maintains confidentiality of client information.
- Adaptability: Thrives in a dynamic environment and can adjust to changing priorities and workloads.
- Teamwork: Works collaboratively with colleagues to achieve common goals and support organizational success.
- Initiative: Proactively identifies opportunities for improvement and takes action to implement solutions.
Working Conditions
The PEO Senior Accountant typically works in an office environment with standard working hours. However, there may be periods of extended hours during financial reporting deadlines or audits. Some travel may be required for client meetings and audits.
Conclusion
The PEO Senior Accountant is a crucial position that ensures the financial integrity and success of the organization. This role offers an opportunity to work in a collaborative, fast-paced environment and make a meaningful impact on the company's financial operations and client satisfaction.
Job Type: Full-time
Pay: From $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical Setting:
Schedule:
Education:
Experience:
- GAAP: 5 years (Preferred)
- Supervisory Role: 2 years (Preferred)
License/Certification:
Ability to Commute:
- Salt Lake City, UT 84109 (Required)
Ability to Relocate:
- Salt Lake City, UT 84109: Relocate before starting work (Required)
Work Location: In person
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