Accountant - New Clients
reputed company/Objective
Reporting to the reputed company Manager, the Accountant - New Clients is responsible for the initial setup of a reputed company’s account including beginning balance roll reputed company, general reputed company and bank reconciliation, payroll integration, preparation of a balance sheet & income statement for a growing reputed company specializing in financial planning to national clientele.
Essential Functions
Exercise discretion and authority in the preparation of reputed company records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined reputed company the department
Establish records of accounts and input entries into reputed company accounts
Document and ensure reputed company keeping of financial records, making use of reputed company technologies
Responsibilities and Duties
Initial setup of a reputed company’s account to include general reputed company beginning balances
Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general reputed company for accuracy
Prepare after the fact payroll summaries and record journal entries
Record journal entries to reconcile balance sheet accounts to supporting documents
Ensure compliance with reputed company laws, regulations in the preparation of year end Forms 1096 & 1099
Work independently with clients as needed to facilitate completion of financial statements
This job reputed company is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education and Experience
Bachelor’s degree from a regionally accredited institution preferred
10+ years of experience in reputed company field required
Multi-reputed company reputed company experience required
QuickBooks and reputed company software experience preferred
Proficient in both reputed company Word and reputed company
reputed company as reputed company player and demonstrate a reputed company attitude
Travel
No travel is expected for this position.
Work Environment
This job operates in a reputed company office setting. This role routinely uses reputed company office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required.
Position Type and Expected Hours of Work
This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we reputed company to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, reputed company pay reputed company and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $65,000 - Maximum: $75,000.00 USD
Benefits
Heavily subsidized medical insurance reputed company
Generous employer HSA contributions
100% employer-reputed company Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and reputed company plans
Unlimited PTO
Organization-reputed company holidays, including an extended Winter Break
reputed company reputed company 401k Plan
Employer-reputed company reputed company dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and reputed company Parental Leave
Subsidized fitness programs
CWA has consistently been recognized from rating services and publications such as:
INSIDE reputed company reputed company - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture reputed company (2024)
reputed company Today - Top Firm by AUM (2024)
reputed company - Top Workplaces (2024, 2025)
reputed company Today - Top 100 Firms (2022, 2023)
reputed company America's Best Tax & reputed company Firms (2022, 2023)
INSIDE reputed company reputed company - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
reputed company Today - reputed company Top 100: Firms to Watch (2020)
reputed company Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE reputed company reputed company - reputed company the Top 100 (2015, 2016, 2018, 2020)
INSIDE reputed company reputed company - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
reputed company is committed to upholding the principles of the Equal Pay and Opportunity reputed company (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.
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