Job Information
Elevated Advisory and Accounting Lead Accounting Specialist in United States
Job Title: Lead Accounting Specialist
Location: Remote (Company headquartered in Kalispell, MT)
Position Type: Non-Exempt Hourly Pay
Compensation Structure:
Rate: Hourly, approximately 40 hours/week, $25/hr DOE
Bonus Structure: Annual bonus based on performance and merit at firm’s discretion
Holiday Pay: 7 Paid holidays/year
PTO: 7 days of PTO accrued at .027/hour worked
Simple IRA: Contribution starts after a 3-month period, Employer matches 3%
Phone Reimbursement: $35/month
Unpaid Leave: Available with prior approval
Flexible Work Schedule: Set your own schedule with prior approval
Position Summary
As a Lead Accounting Specialist at Elevated Advisory & Accounting, you will be instrumental in onboarding new clients and ensuring their accounting systems are meticulously evaluated, cleaned, and organized. You will oversee and lead financial clean-up projects, manage the client integration process, and ensure the highest standards of financial accuracy. This role bridges the gap between accounting specialists and management, offering leadership and expert guidance in client service and project management. This position is remote, allowing flexibility in your work schedule.
Key Responsibilities
Client Onboarding & Integration:
Evaluate new client accounting books and systems, identifying areas for improvement.
Lead and manage the cleanup of client accounts, ensuring accuracy and completeness.
Oversee the client onboarding process, managing project timelines and deliverables.
Maintain clear and consistent communication with clients throughout their onboarding journey.
Financial Accuracy & Compliance:
Ensure the highest level of precision in recording and reconciling financial transactions.
Resolve discrepancies and correct errors in client financial records promptly.
Ensure all financial records adhere to relevant accounting standards and regulatory requirements.
Project Management:
Manage special projects related to financial clean-up and system upgrades, ensuring projects are completed within established timelines and budget constraints.
Develop and adhere to project plans, coordinating with cross-functional teams as needed.
Team Leadership & Development:
Perform monthly reviews of accounting specialists’ work to ensure accuracy and compliance.
Serve as a mentor and provide guidance on advanced bookkeeping and payroll queries.
Assist in staff development, training, and process improvement initiatives.
Client Service & Relationship Management:
Build and maintain strong client relationships through exceptional service and proactive communication.
Address and resolve client concerns and conflicts effectively.
Provide clients with clear and actionable financial insights and advice.
Process Improvement:
Develop, refine, and document internal accounting processes to enhance efficiency and accuracy.
Implement best practices and contribute to ongoing process improvements.
Cultural Contribution:
Foster a positive and collaborative work environment.
Engage in activities that support company culture and enhance team connections.
Qualifications
Education: Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent certification a plus.
Experience: Minimum of 5 years in accounting or bookkeeping with a proven track record in managing client accounts and financial projects.
Skills:
Strong analytical skills and in-depth understanding of accounting principles, financial reporting, and compliance.
Excellent project management skills with the ability to lead and manage multiple tasks effectively.
Exceptional interpersonal and communication skills, with the ability to explain complex financial information clearly.
Proficiency in accounting software and systems (MS Office, G Suite, Sharefile, Karbon, Qbox, QBO, QBD).
Knowledge of federal and state payroll laws and IRS compliance requirements.
Role Competencies
Financial Accuracy and Attention to Detail
Client Integration and Transition Management
Problem-Solving and Resolution Skills
Financial Reporting and Analysis
Regulatory Compliance and Standards Adherence
Project Management and Organizational Skills
Client Relationship Management
Process Improvement and Efficiency
Data Security and Integrity
Continuous Learning and Professional Development
Cultural Fit
Integrity: Always honest and genuine in all actions.
Transparency: Open and clear communication to build trust.
Adaptability: Embrace change and proactively address new challenges.
Authenticity: Stay true to personal and organizational values.
Dedication: Committed to achieving excellence and meeting goals.
What We Offer
A collaborative, supportive work environment where your skills are valued.
Opportunities for professional development and career advancement.
Hybrid work environment after the training period.
Competitive salary and retirement benefits.
Elevated Advisory & Accounting is a leading firm dedicated to exceptional financial and advisory services. Join us to contribute to our mission of delivering outstanding financial clarity and business support.
Apply Now to become a pivotal part of our team as a Lead Accounting Specialist.
Department
Accounting Department
Employment Type
Full-Time
Minimum Experience
Experienced
Compensation
$25-$30 DOE