Summary
As a Certified Public Accountant (CPA) at Balanced Books, LLP, you play a key role in managing
financial reporting, compliance, and advisory services for clients, ensuring accurate and timely
financial information to support decision-making. You will utilize your expertise in accounting
standards, financial management, and regulatory compliance to provide strategic insights and
solutions to clients while maintaining the highest level of professional integrity. Your role will directly
contribute to the financial health and success of our clients and the overall success of the company.
Key Responsibilities
• Financial Reporting & Analysis
o Prepare and review financial statements in compliance with GAAP.
o Analyze financial data to identify trends and improvement opportunities.
o Maintain accurate financial records for reporting.
o Collaborate with teams and clients to verify and ensure timely financial data.
• Review & Compliance
o Review bookkeeping work for accuracy and adherence to best practices.
o Examine payroll reports, sales tax reports, 1099 reports, and business property tax
statements for compliance.
o Advise clients on financial obligations and compliance strategies.
o Conduct periodic reviews to strengthen internal controls and data integrity.
o Ensure compliance with ethical, legal, and industry standards.
o Stay current on regulatory changes, advising clients on risk mitigation.
• Client Relations & Advisory
o Develop and maintain strong client relationships with tailored financial guidance.
o Provide insights on financial planning, budgeting, and business strategy.
o Identify cost-saving opportunities and efficiency improvements to enhance
profitability.
• Accounting System Management
o Oversee accounting software implementation and optimization.
o Recommend process improvements for efficiency and accuracy.
Leadership & Team Development
o Mentor junior accountants and support professional development.
o Foster collaboration, knowledge-sharing, and training opportunities.
o Delegate tasks effectively to optimize workflow and meet deadlines.
• Strategic Planning & Business Development
o Participate in company strategic planning and process improvements.
o Leverage new tools and automation to enhance efficiency and accuracy.
o Support business development efforts, including client acquisition and proposal
writing.
o Identify market opportunities and contribute to long-term financial goals.
• Professional Attributes
o Excellent Communication: Strong written and verbal skills for effective interaction at all
levels.
o Leadership: Motivates teams, fosters collaboration, and guides client management
best practices.
o Organizational Skills: Manages multiple tasks efficiently with clear prioritization.
o Analytical & Problem-Solving: Identifies financial discrepancies and provides strategic
solutions.
o Attention to Detail & Accuracy: Ensures precision in financial reports and compliance
documentation.
o Integrity & Discretion: Maintains confidentiality and upholds ethical standards.
Minimum Qualifications
• Bachelor’s degree in accounting, Finance, or a related field.
• Active Certified Public Accountant (CPA) license.
• Minimum of 3 years of experience in accounting, financial reporting, or compliance roles.
• Experience with bookkeeping, financial statement review, payroll quarterly reports, sales tax
reports, 1099 reports, and business property tax statements.
• Proficiency in QuickBooks accounting software (QBO and QB Desktop)
• Proficiency in MS word, Excel, PowerPoint and Outlook
Preferred Qualifications
• Master’s degree in accounting, Finance, or Business Administration.
• 5+ years of accounting experience, preferably in a client-facing or consulting environment.
• Experience in a bookkeeping firm, outsourced accounting service, or public accounting
setting.
• Previous experience reviewing financial records for businesses in multiple industries.
• Knowledge of financial process improvement and internal controls best practices.
• Experience mentoring junior accountants or leading a small accounting team.
• Ability to present financial data to non-accounting professionals in an understandable way.
Physical Demands
The physical demands described here are representative of those that must be met by an employee
to successfully perform the essential functions of this job. Reasonable accommodation may be made
to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is frequently required to sit, talk or hear,
as well as use hands and fingers to handle or feel.