Accounting Support Professional (ASP) – Client On-site Support

Job Description

Accounting Support Professional – Hybrid | WilkinGuttenplan

The Tone:
This is a hybrid role at WilkinGuttenplan, primarily located at a client’s office in Englewood, NJ, with flexibility for other client engagements. WilkinGuttenplan is a leading accounting and advisory firm serving high-net-worth individuals and businesses in various industries across New Jersey and New York City. This role is crucial for providing dedicated on-site accounting and bookkeeping support to clients, ensuring their financial records are current, questions are answered, and year-end and tax processes run smoothly.

The TL;DR
• Role: Early Career
• Type: Hybrid
• Location: Hybrid – Englewood, NJ
• Pay: $58000–$72000 yearly
• Mission: Provide consistent, reliable bookkeeping and accounting support to firm clients, ensuring accurate financial records and smooth year-end and tax processes.
• Tech Stack: QuickBooks, Excel, Yardi

What You’ll Actually Do
• Support: Provide on-site accounting and bookkeeping support at the client’s Englewood, NJ office approximately three days per week, serving as a day-to-day resource.
• Review: Perform monthly QuickBooks reviews and clean-up, including detailed review of invoice and checkbook records.
• Prepare: Prepare accurate and timely financial statements, such as balance sheets, income statements, and cash flow reports for client and firm review.
• Reconcile: Prepare monthly bank reconciliations and reconcile general account balances, investigating and resolving any identified discrepancies.
• Assist: Support the tax preparation and year-end processes by organizing client files, assisting with tax notices, and preparing 1099s.

The Must-Haves
• Background: Associate or Bachelor degree in Accounting.
• Experience: Hands-on bookkeeping or accounting experience, comfortable working independently out of a client’s office on a recurring basis.
• Skills: Proficiency with QuickBooks, solid understanding of accounting principles and Excel, strong organizational skills, attention to detail, excellent project management, analytical, interpersonal, oral and written communication skills.
• Bonus: Yardi experience, QuickBooks data import experience.