Accountant at KBW Financial

A growing and well-established accounting firm is confidentially seeking a motivated professional to join its team. This position involves working closely with small business clients across various industries, providing a range of outsourced accounting and financial services to support their growth and success. The firm values work-life balance and offers a supportive, flexible work environment focused on fostering both personal and professional well-being.

Primary Responsibilities:

• Manage client accounts using a cloud-based accounting system, ensuring accuracy and timely reporting.
• Handle daily financial tasks, including transaction processing, reconciliations, and month-end adjustments.
• Assist clients with financial tools and software, offering guidance on their usage.
• Oversee payroll functions, including processing employee payments and related filings.
• Prepare various tax filings and assist with compliance tasks as needed.
• Build strong client relationships, acting as a trusted advisor and providing tailored financial insights.
• Support the preparation of annual financial statements and tax returns for clients.
• Utilize project management and communication tools to streamline client processes.
• Collaborate with clients and internal teams on financial projects and process improvements.

Qualifications:

• Degree in Accounting, Finance, or a related field.
• CPA eligibility is a plus but not required.
• At least 2 years of experience in an accounting or finance role.
• Proficiency with accounting software and standard office applications.
• Strong organizational, interpersonal, and communication skills.
• Ability to work independently and manage multiple tasks effectively.

The firm offers a flexible hybrid work setup, blending remote and in-office work. Compensation is competitive and based on experience