US - Senior Accountant

Our Company

At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly.

What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.

The Role:

Our client is seeking a Senior Accountant to join their growing team. The ideal candidate thrives in an intense and fast-paced environment while maintaining strong focus and attention to detail. They must work quickly and efficiently while providing excellent customer service. Strong follow-through, high standards of quality, and accuracy are mission-critical for success in this role.

WORK SCHEDULE:9:30 AM – 6:30 PM Eastern Standard Time (10:30 PM – 7:30 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

Essential Functions

Accounting Responsibilities

• Develop annual budgets and cash flow forecasts.
• Perform analysis of financial data to identify trends and provide insights to clients.
• Schedule MS Teams video calls with clients to discuss financial reports.
• Present financial statements, KPI reports, and variance analyses during monthly and quarterly client meetings.
• Maintain ongoing and positive communication with assigned clients and CPAs.
• Spearhead accounting catch-up/clean-up projects for newly assigned clients.
• Interpret IRS updates and create customized process flows or guides for the team.
• Proactively develop process guides for tasks where the team needs additional guidance or when new tasks are introduced.

Delegation & Review Responsibilities

• Manage and delegate daily, weekly, monthly, quarterly, and annual engagements.
• Perform accurate monthly bookkeeping reviews for complex clients.
• Ensure the accounting team updates client checklists in Karbon for all tasks.
• Manage and review QuickBooks file clean-ups for newly onboarded clients.
• Train team members on new client assignments, when applicable.
• Delegate bookkeeping and accounting tasks to the accounting team as new clients are onboarded.
• Serve as the first escalation point to help the accounting team resolve complex issues and ad hoc requests.
• Train the Accounting Assistant on how to efficiently review their own work.
• Provide guidance to resolve variances in monthly, quarterly, and annual adjustments and reconciliations.
• Review payroll transmissions processed by the accounting team.
• Review and provide guidance on variances in quarterly payroll tax returns and reconciliations.
• Review and provide guidance on complex monthly and quarterly sales taxes.
• Interpret IRS updates and clearly outline important compliance requirements for the accounting team.
• Review bills entered in by the accounting team or AP Specialist as needed.
• Review invoices created in QuickBooks Online or by the accounting team as needed.

Administrative & Miscellaneous Responsibilities

• Refer to the company's core values when solving problems.
• Enter time daily in Karbon.
• Manage calendars to schedule daily and weekly workload.
• Schedule weekly meetings with accounting staff as needed.
• Participate in 1:1 check-ins to discuss individual goals, concerns, and development.
• Attend daily huddles.
• Attend scheduled trainings and workshops.
• Advocate for adopting changes and updates in ERP systems, tools, and applications.

Qualifications

• Bachelor's degree in Accounting required; CPA is a plus.
• 4 years of full-cycle accounting experience.
• At least 2 years of experience working with U.S. clients.
• Experience in leading people is preferred.
• Must have experience managing 30+ clients.
• Expert in QuickBooks Online.
• Strong computer aptitude, including proficiency with Microsoft 365 applications.
• Strong interpersonal and analytical skills with the ability to interpret financial data.
• Solid understanding of Generally Accepted Accounting Principles (GAAP).
• Strong aptitude in data management, analytics, and report preparation.
• Ability to work well under minimal supervision.