Senior Accountant – Work/Life Balance!

Creative Financial Staffing
August 7, 2022
San Carlos, CA
Job Type


Senior Accountant Due To Growth!

 Utilize QuickBooks accounting software to:
- enter accounting transactions
- ensure transactions are recorded correctly
- maintain accounting records/data
- create, review, and analyze monthly financial statements (for 35+ legal entities)
 Maintain and review supporting schedules to financial statements
- charitable contributions
- political contributions
- stock holdings
- option holdings
- partnership investments
- performance analyses
- fixed assets and depreciation
 Review expenses
 Perform banking functions
- pay and review bill payments
- wire transfers
- bank reconciliation
 Review work of Accountants
 Create schedules and filings as necessary
 Research accounting issues/tax issues
 Assist with tax compliance - K-1 reconciliations and recording
 Assist with annual budgets and projections
 Perform other research as necessary
 Assist in various projects related to the operations of the family
 Perform operational administrative tasks (send out correspondence, scanning, filing, etc)
 Knowledge of Microsoft Excel, Word, Outlook and QuickBooks
 Bachelor's degree required (Accounting or Finance)
 Previous experience with in public accounting or dealing with taxes is plus
 Relies on extensive experience and judgment to plan and accomplish goals
 Four to six years of experience in the field or in a related area
 Detail oriented and willing to do administrative tasks
 Able to communicate effectively (written and oral), good organization skills, ensures accuracy of work performed
 Ability to multi-task

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