Senior Associate - Client Advisory Services at Rea & Associates
New Philadelphia, United States
Job Descrption
Rea & Associates is a growing Top 100 Accounting Firm providing our clients services in tax, accounting, and business consulting. Here at Rea, we have a 'People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio, our firm has a culture that respects a work-life balance. We also provide competitive compensation and a robust benefits plan.
Due to continued growth, we are looking to add a Senior Associate to our team in New Philadelphia, Ohio. The Senior Associate performs routine accounting activities such as general ledger posting, preparation of various accounting statements and financial reports, and accounts payable and receivable functions. The Senior Associate performs work at a higher level of complexity for higher level clients. This position has a high level of client contact and responsibility for delivery goals being met.
Responsibilities
Understands clients’ needs and is proactive in proposing solutions
Prepares financial statements
Reconciles bank accounts and researches discrepancies
Compiles, prepares, and maintains financial data and records in compliance with established policies and procedures for mid-to-high level clients
Performs professional staff level duties including direct client consulting and other special projects
Manages client back-office accounting
Maintains substantial client contact for effective client service
Ensure delivery goals are met by department through process management and inter-departmental communication
May supervise a team for day-to-day management of scheduling, training, and procedures
Research reference materials involving bookkeeping and tax questions
Other duties as required
Supervisory Responsibilities:
May supervise and manage the day-to-day work assignments of Associates
Provides verbal and written performance feedback to Associates, as necessary
May act as a buddy to associates and specialists
Supervises the work assignments of Associates within assigned engagement team
Requirements
Bachelor’s degree in Accounting or relevant field required
3-5 years of relevant experience
Basic supervisory experience, preferred
Strong technology skills (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred)
QuickBooks Online
Prior business experience and ability to apply that experience to a wide range of client situations
Ability to motivate and manage staff in a pay-for-performance environment with remote staff
Attention to detail
Ability to meet tight deadlines
Ability to manage unexpected and sometimes urgent firm or client matters as they arise
Expertise using a range of technology solutions (software, peripherals, etc.)
Project management skills
Time management skills
Unrelenting commitment to client satisfaction
Benefits
Rea & Associates offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
Work From Home
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays
Rea & Associates, Inc. is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.
Rea & Associates does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea & Associates will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
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Senior Associate - Client Advisory Services at Rea & Associates