In this role you will provide and oversee a boutique level of accounting services and operations to our clients. Be able to customize the accounting practices for each of our clients to best serve their needs and add value to their business.
Oversees monthly closing process for accounts and make recommendations to team
Prepares financial statements by gathering and analyzing information from the general ledger system (QuickBooks Online)
Analyzes account information, proposes adjustments, prepares general ledger entries and reconciles income and balance sheet accounts
Develops and implements internal control procedures and processes by analyzing current procedures and recommending changes as needed to facilitate client growth
Participates in client meetings to review financial information and to ensure quality service delivery
Protects clients’ value by keeping information confidential
Coordinates service delivery with internal practices at Edelstein
Supervises team of associates and senior level team members
Participates in marketing of the practice’s services internally and externally
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
Minimum Job Requirements
Bachelor’s Degree in Accounting or Business Administration
CPA and/or MBA preferred
Public Accounting experience a plus or Controllership experience
Excellent oral and written communication skills
Capability of managing multiple tasks and meeting deadlines
Must have the ability to use good judgment, tact and discretion
Proficiency in Quickbooks Online, Microsoft Office including Excel and Outlook
Ability to prioritize and ask questions when necessary to effectively complete work
Self-starter and ability to work independently.
Ability to grasp the nature and basic concepts of our business
Ability to maintain confidentiality of client and firm information
Demonstrate willingness to seek out assignments when workload is light.
Willingness to learn the nature of Edelstein’s business and healthcare clients
Strong memory skills
Good sense of humor
Recognize opportunities to provide superior client service to both internal and external clients
Special Requirements for Position – i.e. heavy lifting
The statements included in this job description are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
About Edelstein & Co LLP
All CPA firms are guided by the same accounting principles, audit rules and tax regulations. Ultimately the most important difference between firms comes down to the people, their professional expertise, and the service they deliver.
At Edelstein, we’re not all bar charts and balance sheets. We’re curious, involved, and engaged. We’re devoted to an experience that revolves around our clients’ personal and business goals, not around formulas and ratios.
We are a firm with 15 partners and over 80 professionals serving hundreds of clients of varying industries in the following areas: accounting, advisory, audit & assurance, business services, business valuation, forensic accounting, global advisory, healthcare advisory, individual services, and tax services. Our growth over the past few years has been exciting but we have purposely managed that growth to ensure that the same level of client service is given now as was provided when founder Alan Edelstein was a sole practitioner over fifty years ago.
Our work doesn’t end with getting the numbers right; that’s where it begins.