Accountant (w/ Citrix Experience)

• Overview:

As a Junior Accountant, you'll be at the forefront of our financial strategy, managing a crucial accounting software migration and providing key support for our inaugural company audit. This position combines the day-to-day responsibilities of a junior accountant with the excitement and challenge of special projects. You'll work on a variety of tasks, from standard bookkeeping and invoicing to preparing financial statements and providing crucial support for our audit.

Key Responsibilities:

Accounting Package Migration:

• Manually migrate 2024 and 2025 financial data from the legacy Citrix accounting package to QuickBooks for two of our four group operating companies.
• Ensure all transactions, averaging around 50 per month per entity, are accurately transferred.

Audit Preparation and Support:

• Prepare for the company's first audit of 2025 financials, scheduled for Q1 2026.
• Conduct transaction reviews and prepare various financial schedules.
• Collaborate with auditors and provide necessary information during the audit process.

General Accounting Activities:

• Record and process business transactions through journal entries.
• Maintain and update financial statements to reflect the company's current financial position.
• Assist in the preparation of monthly financial reports.
• Calculate and process payroll taxes and administration.
• Prepare and send client invoices, ensuring accuracy and timeliness.
• Manage and organize tax documentation in compliance with regulations.
• Oversee Accounts Payable (AP) and Accounts Receivable (AR) functions, including reconciliation and audit support.
• Support month-end and year-end closing procedures.

Skills and Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• Exceptional attention to detail with solid analytical and mathematical abilities.
• Strong understanding of accounting principles and financial reporting.
• Proficiency in QuickBooks Online and other standard accounting software/tools.
• High proficiency in Microsoft Excel, including experience with VLOOKUP, PivotTables, and other advanced functions.
• Strong knowledge of GAAP or IFRS standards.
• Strong written and verbal communication skills.
• Comfortable working on a fixed time at least 4 hours daily within PST or EST time zone.

Preferred Skills (Must-Haves)

• Experience with Citrix accounting software.
• Previous experience with accounting package migration.
• Experience working in a remote accounting team.
• Familiarity with tax filing processes and document management.
• Experience with audit preparation.

Why This Role Matters:

This Junior Accountant position is vital for our company's financial health and future growth. You'll be instrumental in maintaining the accuracy, consistency, and reliability of our financial data. Your efforts will directly support day-to-day operations like bookkeeping, invoicing, payroll, and tax documentation, ensuring a seamless and precise flow of information throughout the business.

By helping to manage financial records, assist with reporting, and uphold compliance standards, you will contribute directly to our company's operational efficiency and strategic financial planning. This role provides a strong foundation for a rewarding career in accounting and finance.

Job Type: Full-time

Expected hours: 8 per week

Benefits:

• Work from home

Application Question(s):

• Have you had prior experience with accounting package migrations?
• Do you have hands-on experience using accounting software (e.g., QuickBooks, Xero, NetSuite, or similar)?
• Are you proficient in Microsoft Excel, including functions such as VLOOKUP, pivot tables, and basic formulas?
• Do you have any experience working with Citrix?
• Do you have a bachelor's degree in Accounting, Finance, or a closely related field?

Work Location: Remote