Staff Accountant
DO YOU WANT TO BE PART OF THIS GROWING COMPANY?
This fun, fast-paced business is seeking a dynamic person to join our team! Let us give you a chance to use your education and experience.
CSI Accounting & Payroll is a successful accounting, payroll, and tax firm that has a history of strong and steady growth. We specialize in serving small businesses and their owners in the Twin Cities metro area. We work with our clients to help them be better organized, make more money, and save on taxes. We provide a package of services including monthly financial statements, tax preparation, audit representation, tax planning, payroll processing, and most importantly – advice and consultation. Our clients depend on our expertise and our commitment to personal service. Because we are a small firm, all of our employees play a real role in our firm’s success and the success of our clients.
We know that having the best staff is important to our success. Our goal is to help our staff thrive professionally and personally. We care about our employees and know that low turnover is good for our team. We have solid systems in place for providing client service that allows for staff scheduling flexibility and balance. We are committed to helping our employees develop their professional skills. Our existing employees are generous in sharing their time and helping our team members develop new skills quickly. We provide continuing education opportunities that will help our staff develop into top-notch accounting & tax professionals.
QUALIFICATIONS
- Experience with accounting preferred, but not required
- Associate's or Bachelor's degree in accounting preferred, but not required
- Knowledge of QuickBooks preferred, but not required
RESPONSIBILITIES
Your main responsibility is to be completely responsible for all bookkeeping matters in a full section of 60-80+ clients in a dedicated and professional manner.
- Current Clients
- Gather all necessary source documents each month from the clients in your section.
- Reconcile bank and credit card statements. When necessary, notify clients of adjustments to their checkbook balances.
- Prepare monthly financial statements for all clients in your section.
- Review the monthly financial statements for accuracy, completeness, and reasonableness.
- Prepare accurate and timely sales tax returns for applicable clients in your section.
- Prepare accurate and detailed filing instructions to clients if needed.
- Maintain loan amortization schedules for all business loans other than shareholder loans for all clients in your section.
- Communicate with your clients regarding timely and proper reporting.
- Bring scope-creep and other fee adjustment needs to the attention of the department manager as they arise.
- Return all client communication timely and courteously before you leave for the day.
- Train your clients to work within our system.
- Prepare, distribute, and file 1099 forms each year.
- New Clients
- Review all aspects of the client with the account manager before processing client
- Gather any additional information from the client not collected at the Initial Strategy Sessions
- Complete all backwork within the approved timeline established by the Accounting Dept Manager
- Document processes and procedures for the client. Processes should be documented with detail so that any other Staff Accountant can accurately complete monthly processing.
- Other Duties
- Communicate with Account Managers on all client issues related to their respective sections. This includes copying managers on important emails to clients and keeping them aware of any missing information needed to complete their monthly financials.
- Follow company procedures and systems.
- Review the production report on an ongoing basis to see if production percentages are equal to or greater than what is required.
- Review your incomplete report on an ongoing basis. Your goal is to have nothing show up on this report at the end of each month.
- Attend and participate in weekly department meetings to review production, new client status, client problems, etc.
- Attend and participate in monthly Staff Accountant meetings.
- Work with the Accounting Department on any software changes.
- Dress and act professionally, especially when dealing with the public.
- Maintain a neat, clean, and organized office space.
- Arrive on time to work and client appointments.
- Ask for referrals and Ask for online reviews.
- Give referrals and Give online reviews.
- Think of ways to improve office efficiency.
- Help make the firm a smooth-running and positive place to work.
- Participate in all extracurricular activities, such as birthday or holiday parties, either during or after hours.
- Maintain a positive attitude – the client is the most important person.
- Expanded Section on Client Communication.
- Providing above-average customer service to all clients in your section is a requirement.
- You must comply with our client communication expectations. These include responding to emails, calls, text messages, and other forms of client communication within 2-4 hours of receiving them.
- If you are not able to answer the clients promptly, you must acknowledge receipt of their communication within the same time frame and tell them when you’ll be able to respond.
- If you are out of the office for any reason and unable to check emails, use your out of office function on your email and indicate when you will be available to respond. Also, provide an alternative contact person that the client can communicate with for a faster response in your absence.
- Everything here also applies to communication with your supervisors and co-workers.
COMPENSATION
Salary. Includes flexible hours. Excellent benefits, which include a top-tier health insurance plan, as well as dental, vision, disability, and life insurances. We offer a 401(k) plan with a guaranteed match and profit sharing, paid holidays and vacation, as well as intangible perks, such as paid birthday lunches and several company outings every year. Immediate confidential consideration will be given.
TO APPLY
Please respond to this ad with your cover letter, your resume, and your salary history to both emails below:
Bryan.cremeen@csiaccounting.com & Brian.paulson@csiaccounting.com
