Job Description

Job Description

Job Description

We are looking for an experienced Senior Accountant to join our firm in serving small business owners. The role requires the team member to live in the DFW area and after training will primarily be remote with monthly scheduled in person meetings.

Essential Job Functions:

• Identification of month end close processes needed for new clients
• Creation of COA for specific client needs and direct changes needed with staff accountant
• Identification of required filings for client (including federal, state and local income, sales tax, and other requirements). Lead filings for payroll and sales tax as specified by the client.
• Restoration of prior period financials, as necessary working with manager and staff
• Review monthly reconciliations to create financial statements providing feedback to staff accountants as needed
• Process payroll and coordinate monthly, quarterly and annual filings in coordination with Accounting Manager
• Support accounts payable functions with clients ensuring 1099 compliance
• Timely, well thought out responses to client questions (We have a mandatory 24 hour response time)
• Attend weekly team meetings and check communications daily
• Track progress towards task in ClickUp and meet agreed upon deadlines
• Identification of process improvement for firm & client throughout relationship

Education and Experience

• Minimum of Associate’s degree, Bachelor’s degree preferred in Business or closely related field
• In-depth knowledge of Quickbooks Online - this is a MUST
• CPA or prior senior accounting experience desired

Webb CFO is a Virtual CFO and bookkeeping company. We support clients primarily in the DFW area getting their books in shape so business owners can get back to what they are do best.

Company Description

Webb CFO is a Virtual CFO and bookkeeping company. We support clients primarily in the DFW area getting their books in shape so business owners can get back to what they are do best.

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