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Director of Client Accounting & Advisory Services

Company: Berntson Porter & Co.
Location: Bellevue
Posted on: March 28, 2020

Job Description:

Build your career at Berntson Porter.-- We are committed to providing opportunities to engage with new clients, train and develop emerging leaders in the firm, oversee and assist current clients, and participate in philanthropic community events. For the past seven years Berntson Porter has been recognized as one of the Best Accounting Firms to Work For by Accounting Today and one of the Top 200 Firms by Public Accounting. We are known for providing top notch service to our clients.--We are seeking an innovative Director of Client Accounting & Advisory Services to join our team to facilitate the needs for multiple small businesses and high net worth clients.----This opportunity will manage a team of 8 and work in a dynamic, engaging, and innovative environment.-- The ideal candidate can multi-task, highly organized, detail oriented, proactive and self-motivated--with excellent communication skills who manages the team to successfully assist with all client needs. We offer a competitive salary, flexible work schedules, excellent benefits, community service opportunities, personalized coaching, training and opportunity for growth.--We care for our clients and our employees like they are family, cultivating a great work environment.-- --

  • Manage the accounting and advisory team to maintain a thorough understanding of the financial reporting, balance sheet reconciliations and general ledger structures
  • Manage and review staff level projects; including internal use of financial statements, annual W-2/W-3 filings, 1099/1096, various federal and state payroll filings
  • Ensure accurate and timely reporting of all monthly client financial information
  • Attend networking and marketing events, representing the accounting and advisory department and all firm services
  • Manage and develop the client relationships providing monthly re-occurring bookkeeping services and special projects
  • Provide various training and support for the team and liaison with other departments
  • Responsible for process management and enforce internal control policies, guidelines and procedures.
  • Occasionally work remotely with clients at their off-site locations to facilitate their financial reporting needs
  • Lead and work independently on multiple key projects and/or initiatives.Qualifications
    • Minimum 10+ years of accounting and/or bookkeeping experience
    • BA / BS degree or equivalent
      • 4+ years management experience, including strategic planning and departmental budgeting
      • Experience with multiple QuickBooks editions achieving ProAdvisor status within 1 year of hire date
      • Experience with other accounting programs such as MAS90, Peachtree, and Dynamics a plus
      • Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook
      • Ability to maintain a high level of confidentiality and ethics
      • Ability to multi-task while meeting deadlines
      • Knowledge and extensive understanding of GAAP and financial statement analysis
      • Excellent communication skills, exceptional emotional intelligence and the ability to work well in a team environmentBP has been recognized nationally each of the past seven years as one of the Best Accounting Firms to Work For by Accounting Today and by INSIDE Public Accounting as a Top 200 firm overall nationwide. In our community, we have received numerous designations, including one of the regions top Corporate Philanthropists by the Puget Sound Business Journal. We attain these accolades in part because we care about our clients families and companies as if they were our own. We take the extra time to develop meaningful relationships inside and outside our firm.--

Keywords: Berntson Porter & Co., Bellevue , Director of Client Accounting & Advisory Services, Accounting, Auditing , Bellevue, Washington

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