Bring order to the numbers that drive business success
most business owners don't struggle because they lack ambition.
they struggle because financial details pile up.
bills need to be paid. Invoices need to go out. Accounts need to be reconciled. Reports need to be accurate. Client records need to stay organized.
when those responsibilities aren't handled correctly, decisions become harder, opportunities are missed, and growth slows down.
our client is a new york based cpa firm looking for an accountant who can help keep financial operations running smoothly for both our partners and our bookkeeping clients. This is a hands‑on role for someone who enjoys working directly in the numbers, managing day‑to‑day accounting activities, and ensuring every financial detail is accurate.
if you're the type of professional who takes pride in maintaining organized financial records, solving accounting challenges, and supporting business success through reliable financial management, we'd like to meet you.
what you'll do
support the partners
you’ll provide administrative support that helps our partners stay focused on serving clients and growing the business.
this includes:
* paying bills and managing routine financial obligations
* creating and sending invoices
* updating crm systems and maintaining accurate records
* managing schedules and administrative workflows
* assisting with client communications
manage day‑to‑day accounting operations
you’ll oversee daily bookkeeping activities for multiple clients, ensuring their financial records remain accurate, organized, and up to date.
your responsibilities will include:
* managing accounts payable (a/p)
* managing accounts receivable (a/r)
* recording and maintaining financial transactions in quickbooks
* monitoring financial activity and ensuring proper documentation
process financial transactions
accuracy matters.
you’ll be responsible for:
* preparing and issuing invoices
* recording financial transactions
* ensuring transactions are processed correctly and on time
reliable financial reporting starts with clean books.
you’ll:
* perform regular bank reconciliations
* investigate and resolve discrepancies
* ensure records are current and audit‑ready
prepare financial reports
you’ll help provide the information businesses need to make informed decisions.
this includes:
* preparing monthly financial reports
* reviewing financial statements for accuracy
* maintaining organized financial documentation
* supporting reporting requirements and financial analysis
what you bring
strong accounting knowledge
you have a solid understanding of accounting principles and can confidently manage the day‑to‑day financial operations of multiple clients.
quickbooks expertise
you are highly proficient in:
* quickbooks online
* quickbooks desktop
you know how to leverage both platforms to efficiently manage bookkeeping and accounting processes.
attention to detail
you take accuracy seriously and have a sharp eye for identifying errors, inconsistencies, and missing information.
strong communication skills
you can clearly communicate financial information, both verbally and in writing, to clients, partners, and team members.
organizational and multi‑tasking skills
you can manage multiple priorities, meet deadlines, and maintain accuracy in a fast‑paced environment.
what we’re looking for
* hands‑on experience managing accounts payable, accounts receivable, and general ledger functions
* strong understanding of financial management and reporting
* experience working with multiple clients or accounts is a plus
* accounting degree or related educational background preferred
* equivalent professional experience will also be considered
who thrives in this role
this role is ideal for an accountant who enjoys being directly involved in the financial operations of a business.
you’re not looking to simply oversee the work from a distance.
you enjoy working in the details, solving problems, maintaining accurate records, and partnering closely with leadership to ensure financial operations run smoothly.
if you’re passionate about accounting, committed to accuracy, and motivated by helping businesses stay financially organized and successful, we’d love to hear from you.
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