Accounting Manager responsible for daily accounting function in a cash flow management fintech startup. Collaborating with finance leaders and building scalable workflows across accounting and operations.
About the role
- Accounting Specialist managing client financial success at Elevated Advisory & Accounting. Owning the client experience, ensuring accuracy in financial reports, and supporting specialized accounting tasks.
Responsibilities
- Drive Client Financial Success: You’ll own the client experience from start to finish, communicating regularly with clients to address their needs, provide proactive updates, and ensure their satisfaction.
- Manage a diverse portfolio of clients, preparing accurate monthly financial reports.
- Process payroll with precision, ensuring compliance with federal and state regulations.
- Provide proactive updates on financial status and identify issues requiring attention.
- Resolve discrepancies promptly to maintain financial accuracy and client confidence.
- Deliver Technical Excellence: Enter and reconcile transactions with meticulous attention to detail.
- Collect and process timesheets, calculating deductions and taxes correctly.
- Prepare comprehensive monthly financial reports for decision-making.
- Maintain compliance with all applicable tax regulations and requirements.
- Assist with specialized accounting tasks to support client and firm objectives.
- You’ll assist with other accounting-related tasks as needed, contributing to the overall success of the team and firm.
Requirements
- 2+ years of payroll and bookkeeping experience in public accounting
- QuickBooks Online & QuickBooks Desktop: Proficient in using both to manage client books, including general ledger entries, accounts payable/receivable, and financial statement preparation.
- Payroll Processing: Experience handling payroll, including calculating deductions, commissions, taxes, and submitting payroll tax forms on time.
- Bank Reconciliation: Skilled in reconciling bank and credit card statements regularly to ensure financial accuracy.
- Data Entry & Accuracy: Strong attention to detail with the ability to ensure all financial records are accurate, complete, and compliant with accounting standards (GAAP).
- Payroll & Tax Compliance: Thorough understanding of payroll laws, tax regulations, and IRS compliance requirements.
- Software Platforms: Experience with MS Office and G-Suite
Benefits
- 7 Paid Holidays
- After 3 months of employment: Accrual PTO, per hour worked
- Simple IRA with 3% employer match
- Professional certification support & bonuses
- Health insurance with 50% premium coverage (employee only)
- Team Mentorship from our growth-focused CEO
- Clear career advancement pathways
- Professional development opportunities
- Skill development programs
- Prime downtown Kalispell location
- Choice of hybrid or in-office work
- Full remote work setup provided
- Latest technology and tools
- Ergonomic workspaces
- Collaborative meeting areas
- Fully stocked kitchen with snacks and beverages
- Team events and celebrations
- Casual dress code
- Dog-friendly office
- Summer hours program
- Ability to set your own schedule within reason
- Respect for personal time
- Team lunch events
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