Posted By
Posted in
Banking & Finance
Job Code
463878
Salary range: 6 - 7 LPA
Essential Responsibilities
- Enter and process client accounting transactions in the appropriate accounting software on a regular and timely basis.
- Monitor the portal for assigned clients on a regular basis to ensure all transactions are processed in a timely manner.
- Perform compilation procedures in accordance with firm and professional standards as directed by engagement leaders.
- Develop technical competency with GAAP and various accounting software systems used to provide the FAO services.
- Respond to client and firm associate requests in a timely, accurate, positive and professional manner.
- Communicate proactively with other firm associates regarding open items, problems, or other important matters in a timely manner.
- Adhere to prescribed budgets and deadlines.
Additional Responsibilities
- Prepare correspondence related to client engagements as appropriate.
- Participate in core CPE programs.
- Develop a familiarity with Wipfli service offerings with the intent of applying that knowledge towards identifying additional client opportunities.
- Actively participate in community activities to develop positive relationships with community leaders and members.
Qualification, Skills, Experience and Competencies Required
- An Associate's Degree in Accounting or an equivalent combination of education and experience. A Chartered Accountant license (or a CA candidate) would be helpful but not required.
- QuickBooks ProAdvisor certification is preferred but not required at the time of interview and hire (will be required to obtain certification after starting).
- Prior bookkeeping/accounting experience is preferred, but not required. However, requires 2-3 years of prior bookkeeping/accounting experience.
- Processing accounting transactions such as accounts payable, accounts receivable, general ledger, and preparation of financial statements.
- Prior experience using accounting software packages such as QuickBooks and/or Dynamics GP is preferred but not required.
- Active communicator and a great team player
- Ability to plan, prioritize, and organize work effectively
- Ability to balance multiple projects simultaneously
- Ability to work under tight deadlines
- Ability to work independently, as well as collaborate with the team
- Ability to be flexible with scheduling to meet workflow demands
- Ability to present a professional appearance and demeanor
- Ability to maintain client confidentiality, personal objectivity and professional skepticism
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Posted By
Posted in
Banking & Finance
Job Code
463878