Accounting Support Professional

Job Description

Accounting Support Professional | Whitman Advisory Job Community

The Tone:
This is a full-time professional services role at Whitman Advisory Job Community, located in Englewood, NJ with hybrid client site work. The company supports various clients by ensuring their accounting records are accurate and current. This role is crucial for managing day-to-day accounting needs and facilitating smooth year-end and tax processes for clients. It provides essential support, enabling clients to maintain financial integrity and operational efficiency.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid Englewood, NJ
• Team: Works with internal engagement teams and clients, reporting to an engagement manager.
• Mission: Ensure client accounting records are accurate and current, addressing daily accounting needs, and supporting efficient year-end and tax processes.
• Tech Stack: QuickBooks, Microsoft Excel, Yardi (plus), General Ledger

What You’ll Actually Do
• Accounting Support: Provide comprehensive accounting and bookkeeping services for firm clients, ensuring their financial records are current and accurate.
• Client Engagement: Serve as the primary accounting resource for clients, addressing routine questions and working on-site approximately three days per week.
• Financial Record Management: Execute monthly QuickBooks reviews, clean-up, transaction posting, and maintain the general ledger through journal entries and reconciliations.
• Financial Reporting: Prepare precise and timely financial statements, including balance sheets, income statements, and cash flow reports.
• Year-End & Tax Support: Facilitate year-end procedures like cash tie-outs and 1099 preparation, and assist in preparing client files for tax processes.

The Must-Haves
• Background: An Associate or Bachelor’s degree in Accounting, with a solid understanding of generally accepted accounting principles and general ledger accounting.
• Experience: Demonstrated hands-on experience with QuickBooks, including account maintenance and transaction processing.
• Skills: Strong proficiency in Microsoft Excel, excellent analytical and problem-solving capabilities, and effective written and verbal communication.
• Bonus: Experience with data imports and Yardi software.