Accounting Support Associate

Accounting Support Associate Overview

• The Accounting Support Associate provides essential bookkeeping and accounting support to clients, ensuring accurate financial records and smooth year-end processes.
• Act as a reliable on-site resource for client accounting needs, fostering strong professional relationships and delivering consistent support.
• Collaborate with engagement teams to maintain client books, answer accounting inquiries, and ensure compliance with financial regulations.
• Utilize QuickBooks and other accounting tools to manage transactions, reconcile accounts, and prepare financial statements.
• Support tax preparation processes by organizing client files and responding to tax notices effectively.
• Perform monthly reviews and clean-ups of financial records, ensuring accuracy and resolving discrepancies.
• Contribute to year-end procedures, including accounts reconciliation and 1099 preparation, ensuring timely completion.
• Enhance client relationships through proactive communication and responsiveness to their accounting needs.

Accounting Support Associate Key Responsibilities & Duties

• Provide on-site accounting and bookkeeping support at client locations, maintaining accurate financial records.
• Perform monthly QuickBooks reviews, clean-ups, and reconciliations to ensure data integrity.
• Assist with tax preparation processes, organizing client files and responding to notices.
• Prepare accurate financial statements, including balance sheets, income statements, and cash flow reports.
• Maintain and update general ledger accounts, ensuring proper classification and accuracy.
• Reconcile bank accounts, investigating and resolving discrepancies promptly.
• Support year-end procedures, including accounts payable searches and 1099 preparation.
• Communicate proactively with clients and engagement teams, addressing inquiries and providing solutions.

Accounting Support Associate Job Requirements

• Bachelor’s degree in Accounting or related field required.
• Minimum of 2 years of accounting experience; 3 years preferred.
• Proficiency in QuickBooks and Excel, with data import experience preferred.
• Solid understanding of accounting principles and financial reporting.
• Strong organizational skills and attention to detail, ensuring accuracy in financial records.
• Excellent communication and interpersonal skills for client interaction.
• Ability to travel to client locations up to three days per week.
• Experience with Yardi software is a plus.