Client Accounting & Advisory Services Associate

Sweeney Conrad

Kirkland, WAOn-siteFull time
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Pay
$28 to $44
an hour
Location
Kirkland, WA
Work style
On-site
Job type
Full time
Posted
Oct 16
1 day ago
Career path

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About the company

Sweeney Conrad

Accounting · 51 to 200 employees

● One of Washington’s Best Workplaces (Puget Sound Business Journal) ● Leading independent accounting firm in the Puget Sound area

For over 40 years, “people first” has been the foundation of Sweeney Conrad – our employees, our clients, and our community are the cornerstone of our firm and everything we do. As trusted advisors and dedicated partners, we provide our clients with tax, and advisory services that meet their present needs and help them secure a prosperous future.

Founded in Bellevue in 1980, Sweeney Conrad is an independent accounting firm in the Puget Sound area. To this day, we remain committed to serving closely held companies and high net worth individuals in the Pacific Northwest.

Services: Tax, Advisory, Specialized

Expertise: Real estate & construction, employee benefit plans, high net worth individuals, nonprofit organizations & private foundations, software & technology, venture capital & private equity, retail & wholesale, moving & storage, manufacturing & distribution, hospitality, food & agriculture

Affiliations: We partner with nearly 100 firms in 42 states and 13 countries through Allinial Global, an association of legally independent accounting and consulting firms. This provides access to a broad array of resources, knowledge, and best practices so we can serve growth-minded businesses in all sectors and industries, and address both your national and international needs.

Specialties: Tax, and advisory services; real estate & construction; employee benefit plans; high net worth individuals; nonprofit organizations & private foundations; software & technology; venture capital & private equity; retail & wholesale; moving & storage; manufacturing & distribution; hospitality, food & agriculture

Sweeney Conrad on LinkedIn

What you'll do

  • The associate will perform monthly transactional accounting tasks including accounts payable, accounts receivable, and bank reconciliations using QuickBooks Online.
  • Additionally, they will manage payroll processing, tax reporting, and maintain professional communication with clients to address their needs.

What you need

  • Candidates must hold a bachelor's degree in accounting or a related field and possess a deep understanding of accounting principles.
  • Proficiency in QuickBooks Online, Microsoft Office, and the ability to analyze financial statements are essential for this role.
  • Education: a bachelor's degree

Key skills

Accounting principlesQuickBooks OnlineExcelWordOutlookAccounts payableAccounts receivableBank reconciliationsCredit card reconciliationsPayroll processingPayroll tax reportingExcise tax filingsFinancial statement analysisData managementWritten communicationVerbal communication

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Perks

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Dependent coverage
  • Health care flexible spending account
  • Dependent care flexible spending account
  • Employer-paid life insurance
  • Employer-paid disability insurance
  • 401(k) plan with employer match
  • Flexible time off
  • Paid holidays

See full description on company page, apply now

Read the full posting here
Who We Are About Sweeney Conrad At Sweeney Conrad, our foundation of “people first” begins with our employees—because we know the success of our firm stems from the relationships within it. We consider our employees family and foster a positive work culture, encouraging a healthy balance between work and life; building a career over having a job; continuing education and skill development; and being actively involved in the Puget Sound community where we live, work, and play. We’re proud of our employees and our culture and have been recognized by Accounting Today as one of the “Best Accounting Firms to Work For” and by Puget Sound Business Journal as one of “Washington’s Best Workplaces”. For more information, visit www.sweeneyconrad.com. About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com. Client Accounting & Advisory Services Associate This position is part of our Client Accounting & Advisory Services group, which provides outsourced accounting services for small and medium companies and family offices, with focus on small and medium closely held businesses primarily throughout the Pacific Northwest. This is a full-time hourly role, with overtime generally limited to the month of January. This position reports directly to the Partner of the Client Accounting & Advisory Services Department. Specific Duties Will Include Monthly transactional accounting for accounts payable, accounts receivable, bank reconciliations, and credit card reconciliations in QuickBooks Online (QBO) Prepare and complete payroll, as well as quarterly and annual payroll tax reporting Prepare and complete state and city excise tax filings Anticipate client needs and respond timely and professionally to client emails/calls Perform other duties as assigned by the department managers The successful candidate will have BA/BS in accounting or related field Deep understanding of accounting principles Proficient in managing extensive sets of data with ease Proficiency in critically assessing and analyzing financial statements Strong skills using QuickBooks Online (QBO), Excel, Word, and Outlook Ability to learn various software applications Effective written and verbal communication skills Detail-oriented, organized and able to handle multiple tasks at once While not required, the following skills would be considered an asset CPA designation preferred, but not required Experience using Bill.com, Paychex, and Expensify preferred, but not required Familiarity with Slack and Monday.com are preferred, but not required Benefits: The pay range for this role is $28.00/hr - $44.00/hr. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level. For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; and employer-paid life and disability insurance; and a 401(k) plan with employer match. We also provide flexible time off (PTO) and 13 paid holidays. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

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