Accounting Supervisor at Creative Planning in Urbandale, Iowa

Job Description:

JOB SUMMARY
The Outsourced Accounting Supervisor works to provide excellent accounting preparation, review and ancillary services in all client engagements including direct client involvement and relationship building. This position will seek opportunities for growth and mentorship and is an active participant in firm initiatives.

JOB DUTIES
Reconcile accounts
Prepare adjusting journal entries
Review and analyze general ledger accounts
Prepare financial statements
Provide client consulting and strategizing; while developing an industry-specific expertise
Provide expertise in payroll and sales and use tax in a technical and support manner.
Assists in onboarding new clients
Process improvement through automation and industry-specific best practices
Set and meet defined deadlines on projects with clients
Be a resource for other members of the team. This may include technical training and providing feedback on client engagements

REQUIRED EXPERIENCE / QUALIFICATIONS
BA/BS preferably in Accounting or related field of study
4+ years accounting experience
Proficient with Accounting software
Works well in a team environment
References and documents work
Ability to work with multiple software, clients and projects
Timely responses to internal and client communications
Self-motivated, meets weekly/engagement hours expectations

TECHNICAL SKILLS
MS Office /Windows experience particularly financial modelling and data management in Excel
Strong analytical and problem-solving abilities
Excellent written and verbal communication skills