Job Summary: Looking to build upon your accounting knowledge, leverage your payroll experience and build a stronger foundation for career growth? Then this is the right spot for you. You will be trained and receive hands-on experience with the financials for a lot of different businesses. You will learn industry best practices and leveraging cutting edge technology. You'll be part of a collaborative fast-paced work environment, where hitting deadlines is a way of life and details matter.
Location: Work from Home
the perks
- Medical, Dental, Vision, Life, and Disability Insurance
- Flexible Spending Account
- Flextime
- Generous PTO Policy
- Permanent Work from Home
- Amazing culture & team
- Growth opportunities abound – multiple tracks to choose from
- Company 401k Contribution
- Loads of Tech Gear, including Meta Quest 2 Virtual Reality headset for team events/games, 3 monitors, laptop, etc.
- Annual In-Person Get Together (Post Covid)
JOB responsibilities
- Payroll responsibilities:
- Run and manage client payroll
- Lead implementation to preferred DI payroll platform for all DI clients who agree to migrate
- Conduct client annual 401k census
- Perform client workers compensation audit
- Stay on top of payroll law changes, compliance requirements, interpret and ensure DI payroll clients remain compliant (where DI is scoped to manage payroll)
- Accounting responsibilities:
- Serve as internal accountant for multiple client businesses, $1-$30 million in revenue
- Perform accounting services exclusively according to Driven Insights delivery process
- Accounting/bookkeeping tasks, such as:
- Accounts payable
- Accounts receivable
- Payroll journal entries
- Reconciliations
- Month end close, report generation
- Help onboard new clients, deploy new technology and overhaul and standardize new accounting process
- Support client CPA for yearend closing and tax filing
- Assist in documenting and refining delivery process as improvement opportunities are identified
- Train employees on our delivery process
- As appropriate, coordinates with payroll-related software vendor to maintain accounting software system; recommends updates to enhance the accounting software.
- Performs other duties as assigned
required skill and abilities
- Passion for (and track record of) using financial information to generate useful management insights
- Passion for using math skills in a financial setting
- Incredible attention to detail and “built-in” sense of urgency
- Excellent written and verbal communication skills
- Experience with QuickBooks and Microsoft Excel is required, Xero, Intacct & NetSuite are a plus to have
education and experience
- Bachelors degree in Accounting, Finance, or related discipline required.
- 3+ years of experience as accountant or full charge bookkeeper required
- 3+ years of experience managing payroll and related accounting entries, plus the underlying technology required
- 2+ years of audit work for CPA firm preferred
physical requirements
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Office Environment:
- Prolonged periods sitting at a desk and working on a computer.
- Must constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer.
- Must be able to lift laptop and reams of paper
- Infrequent travel to Driven Insights headquarters in MA for professional development activities, once it is safe to do so
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