Accounting Specialist responsible for managing client portfolios and delivering financial reports. Engaging in payroll processing, reconciliations, and maintaining strong client relationships at Elevated Advisory & Accounting.
Responsibilities
Drive Client Financial Success by managing a portfolio of clients
Prepare accurate monthly financial reports
Process payroll with precision and compliance
Reconcile accounts and resolve discrepancies
Communicate proactive updates and identify issues early
Maintain strong, trust-based client relationships
Deliver Technical Excellence by accurately entering and reconciling transactions
Collect and process payroll data, calculate deductions, and submit required filings
Prepare clear, reliable financial statements for decision-making
Maintain compliance with GAAP and payroll tax regulations
Support special projects and firm initiatives as needed
Requirements
2+ years of payroll and bookkeeping experience (public accounting preferred)
Proficiency in QuickBooks Online
Strong understanding of payroll processing, deductions, commissions, and tax filings
Experience with bank, credit card, and loan reconciliations
Thorough understanding of payroll laws and IRS compliance requirements
Experience with Google Workspace
Benefits
7 Paid Holidays (including your birthday!)
PTO accrual after 3 months of employment
Simple IRA with up to 3% employer match
Professional certification support & performance bonuses
Traditional Group Health Insurance with 50% premium coverage (employee-only)
Revive Wellness Benefit (100% employer-paid): Telehealth primary care, access to up to 1,000 covered medications, and personalized health management support — no copays, no deductibles, zero out-of-pocket cost
Monthly Phone Reimbursement: $35/month toward your mobile phone expenses
Mentorship from our growth-focused CEO
Clear career advancement pathways
Professional development opportunities
Exposure to a wide variety of industries and business models
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