Outsourcing Accountant
January 23, 2023 • Experienced
Company Overview
RitzHolman CPAs, a Milwaukee-based accounting firm, is seeking an experienced Senior Accountant to join our team. We are a Top 25 Milwaukee Accounting Firm with a mission to serve our clients and the community with passion, exceptional knowledge and superior service. At the core of Ritz Holman CPAs is our desire to give back, share our time, talents and enthusiastic strengths in the community. Our Audit team provides audit, accounting, and tax services for over 300 Nonprofit organizations. This team of dedicated professionals has a wealth of experience in helping advise Nonprofits to long-term financial health and success.
Primary Responsibilities
This position is responsible for maintaining records of financial transactions by establishing accounts, posting transactions, reconciling bank deposits and accounts, and payroll administration and reporting.
Skills and Responsibilities
- Full G/L accounting and reporting for multiple clients
- Reconcile basic and complex balance sheet accounts
- Prepare financial statements and reports, including the profit and loss statement and balance sheet, as needed
- Balances subsidiary accounts by reconciling entries
- Balance the general ledger by preparing a trial balance; reconciling entries
- Bank deposits and reconciliations
- Payroll administration and reporting
- Coding of payables
- Prepares financial reports by collecting, analyzing, and summarizing account information and trends
- Accounts Receivable
- Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions
- Contributes to team effort by accomplishing related results as needed
- Have knowledge of how federal and state grants work
- Assist with the review of clients’ financial statements, workpapers, payables, etc.
- Assist with the training for the department
- Assist with problem-solving/answering questions
- Research accounting issues
- Work directly with the Outsourcing Manager to resolve any conflicts with clients
- Prepare tax returns
Minimum Requirements
- Minimum Associate degree in Accounting/Bookkeeping
- 5+ years of in-full charge bookkeeping experience
- Proficiency in Microsoft Office, including advanced knowledge of Excel
- Electronic document management
- Proficiency with various accounting software packages i.e., QuickBooks
- Previous non-profit experience or tax accounting experience preferred
- Highly organized, detail-oriented, analytical, self-motivated with a team attitude, work well under pressure, plan, and problem solve
- Possess a willingness to learn and grow to meet the changing requirements of the position and business
- Ability to effectively communicate with a variety of team members and clients’ ability to multi-task while working on various projects and clients
We offer a competitive salary, and a comprehensive benefits package which includes: 401(k) plan, profit-sharing, client referral bonus, health, dental and vision insurance, health savings account funded by the firm, short and long-term disability, paid downtown parking, a generous paid time off program.
Please send your cover letter and resume to:
RitzHolman CPAs
Kris Franceschi
330 E. Kilbourn Avenue, Suite 550
Milwaukee, WI 53202
kfranceschi@ritzholman.com