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About the Client
Our client is a senior executive within the landscaping and construction industry, overseeing both personal and business financial operations. The company is in the midst of a system conversion and is seeking a reliable and tech-savvy accountant to manage both executive-level books and support company-wide accounting projects.
Role Overview
We are looking for a Staff Accountant with experience supporting C-level executives and managing accounting for small entities (e.g., LLCs, family trusts), while also contributing to high-impact company projects. This role involves a blend of personal bookkeeping, general accounting duties, and special project support—particularly during an ongoing accounting system migration.
The ideal candidate is detail-oriented, self-driven, and comfortable navigating unstructured environments while building streamlined processes from scratch.
Key Responsibilities
Executive Support:
- Maintain accurate records for personal accounts, including LLCs and family trusts
- Track business and personal expenses, ensuring timely categorization and reconciliation
- Use tools like Excel and QuickBooks to produce clear reports for the executive
Company Project Support:
- Assist with general ledger, bank reconciliations, AP/AR, and monthly financial statements
- Support ongoing system migration (Spectrum) and identify areas for automation and efficiency
- Contribute to financial reporting related to sales tax, job costing, and compliance
- Coordinate with internal and external stakeholders to ensure accurate data entry, system setup, and reporting
- Help define best practices for document flow, file management, and internal controls
Qualifications
- 3+ years of experience in accounting, with at least 1 year supporting a business owner or executive
- Solid background in GL, AP/AR, bank reconciliations, and financial reporting
- Proven track record of supporting system migrations, accounting projects, or software implementations
- Strong command of Excel (vlookups, pivots, formulas, and templates)
- Familiarity with QuickBooks (Online or Desktop); experience with Spectrum or other construction/accounting software is a plus
- Excellent English communication skills (spoken and written)
- Strong internet connection, dual-screen setup, and ability to handle file uploads/downloads securely
Preferred Traits
- Solutions-oriented and proactive in identifying process improvements
- Comfortable working independently and handling unstructured tasks
- High attention to detail with a commitment to data accuracy
- Discreet and trustworthy in managing personal financial information