Client Accounting Advisor

Firm Overview

WellsColeman is a business advisory, tax, and accounting firm based in Richmond, serving its clients for over 80 years. WellsColeman forms a deep connection with our team, clients and community to invest in their success. We strive to balance exceptional client service, family focus, and financial success while attracting and retaining top talent. As a 14-time recipient of Virginia Business’ Best Places to Work award, our firm culture is a testament to our commitment to our team.

Summary of the Role

We are seeking a Client Accounting Advisor with a focus on outsourced accounting to work on-site in our Richmond office. Our Client Accounting & Advisory Services Team provides full-service accounting support, state and local tax services, consulting on accounting software, and strategic advisory services for small-to-medium sized companies across a variety of industries. You will have immediate client contact, playing a key role in building strong relationships while delivering high-quality services. We offer a superior work environment, including an open-door atmosphere, unlimited growth opportunities, and limited travel.

The role is part-time with a minimum commitment of 25 hours per week, with the potential for the position to grow to full-time in the future.

Key Responsibilities

·         Reconcile bank accounts and credit card accounts

·         Reconcile subsidiary accounts to control accounts

·         Post periodic transactions and adjusting journal entries to accounting software

·         Prepare payroll and payroll tax returns

·         Prepare sales and other local tax returns i.e. 1099s

·         Prepare periodic financial statements and customized financial reports

·         Maintain and review General Ledger, Accounts Payable, and Accounts Receivable

·         Advise clients on accounting, tax, and financial matters

·         Analyze financial statements for trends, opportunities, and areas of improvement

·         Assist clients with QuickBooks Online set-up, training, and troubleshooting

·         Utilize technology platforms in conjunction with QuickBooks Online (i.e. HubDoc, Bill, Double)

·         Collaborate closely with clients and internal team members to ensure goals and deadlines are met

Experience

• Minimum of 3 years of industry-related experience required, preferably in a professional services or public accounting firm
• Hands-on experience with QuickBooks Online (QBO) is required

Education

• Degree in Accounting required

Skills and Abilities

• Proactive, clear and effective communication (both written and oral).

• Strong technical accounting skills and a solid understanding of U.S. GAAP and tax principles
• Proficiency with other cloud-based accounting technology and Microsoft Office products
• Detail-oriented with a strong commitment to delivering quality work
• Ability to work independently, prioritize tasks effectively, and meet deadlines
• Demonstrate flexibility, teamwork, and a positive attitude
• Excellent interpersonal, analytical, and problem-solving abilities
• A desire for continuous professional growth and development

·         Dress for your day policy

·         Fun firm activities

·         Coaching/mentorship as well as continuing education courses

·        Flexible work arrangements possible if certain conditions are met

Why WellsColeman?

At WellsColeman, we C-A-R-E. Our culture is rooted in open, honest, and effective communication, and we strive to exceed the expectations of our team members and clients. We provide a dynamic work environment where your professional growth is a priority, and your contributions are valued.

Our Core Values

·         Culture: Make a difference in the lives of clients, team members, and the community while having fun.

·         Accountability: Deliver excellent results to our team, and our clients.

·         Relationships: Build strong relationships with our team and our clients through active listening, clear communication, and exceptional service.

·         Excellence: Consistently exceed client expectations with high-quality work delivered on time.

If you are ready to take your career to the next level with a firm that values excellence, accountability, and relationships, we encourage you to apply today.

WellsColeman is committed to fostering and nurturing a diverse, equitable, and inclusive work environment and we encourage applicants of all backgrounds to apply.