[Hiring] Accounting Trainer @Cain Watters & Associates, LLC

Role Description

Reporting to the Accounting Manager, the Accounting Trainer is responsible for the initial training of client’s usage of accounting software and/or internal training of new associates joining the CWA accounting team as well as assist tenured associates when needed.

• Train new clients on accounting software and CWA accounting processes
• Train new associates on all internal procedures to include (but not limited to) general ledger and bank reconciliation, payroll integration, preparation of a balance sheet & income statement for a growing CPA firm specializing in financial planning to national clientele
• Assist existing associates when needed
• Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department
• Establish records of accounts and input entries into proper accounts
• Document and ensure proper keeping of financial records, making use of current technologies

Qualifications

• Bachelor’s degree from a regionally accredited institution preferred
• 5-10 years of experience in accounting field required
• Multi-client CPA firm experience required
• QuickBooks and Xero Software experience preferred
• Proficient in both Microsoft Word and Excel
• Act as a team player and demonstrate a positive attitude

Requirements

• Initial setup of a client’s account to include general ledger beginning balances
• Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy
• Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries
• Record journal entries to reconcile balance sheet accounts to supporting documents
• Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099
• Work independently with clients as needed to facilitate completion of financial statements
• Backup for Software Specialist when necessary
• Visit with client during annual consultation to develop accounting/client relationship

Benefits

• Heavily subsidized medical insurance options
• Generous employer HSA contributions
• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and Vision plans
• Unlimited PTO
• Organization-paid holidays, including an extended Winter Break
• Safe Harbor 401k Plan
• Employer-paid professional dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and Paid Parental Leave
• Subsidized fitness programs