We are currently seeking an accountant / bookkeeper to work in our client accounting services department.  This is a 40-45 hours per week position and provides general clerk equivalent tasks for companies on a monthly basis.

Responsibilities

• Record bank and credit card transactions
• Reconcile the bank and credit card accounts
• Accounts payable management
• Assist clients with various financial questions
• Assist other staff with various accounting tasks

Qualifications

• Experience with QuickBooks
• High level of comfort using technology and multiple applications concurrently
• Intermediate skill level using Excel
• High degree of accuracy and attention to detail
• Enjoys client interaction and getting to know clients
• Ability to adapt as priorities shift
• Organized in a fast-paced environment
• A can-do team-oriented approach
• Receptive attitude and personality towards coaching and a strong desire to learn
• Intermediate skill level using Outlook and Adobe Acrobat
• Experience with downloading / using bank feeds

Preferred Education

• Accounting degree/bookkeeping certificate

Veris is a young, enthusiastic team offering top benefits, advancement opportunities and salary offerings that rival larger firms, but in a small, personal environment. As part of our team, you will experience professional, a collaborative environment without micromanagement, flexible work weeks, and above all – a fun, team-spirited group who enjoys being entrenched in community give-backs.

Job Summary and Responsibilities

This position is primarily responsible for participating as a senior management team member relating to business transactions including, but not limited to, management of accounts receivable, accounts payable, procurement, payroll and other accounting functions. The individual in this position must be flexible and function well in a fast-paced, entrepreneurial environment. Candidate will effectively coordinate and communicate with customers, vendors, and employees as business processes require. This position is critical to the oversight of the monthly financial close process and must adhere to the time-sensitive calendar-month schedule to be successful. Administrative duties will include assisting and supporting other team members, including accounts receivable, accounts payable, HR, payroll, customer service, proposals to prospective clients, logistics, QA, and senior and upper management as business needs require.

Responsibilities

• Protects the organization’s value by being confidential and thorough in all processes
• Controls systems related to accounts receivable, accounts payable, payroll, HR, and general accounting functions
• Support management in areas that develop and maintain customer agreements and existing trade promotions / allowances
• Supports systems related to procurement in all accounting related matters
• Prepare and reconcile documentation for monthly and annual close
• Cashflow of client operations
• Mitigate discrepancies related to customer statements and vendor statements
• Participate with the senior management team on all business issues
• Perform other administrative support functions, as business necessitates and upper management requests
• Review financial statements and supporting documents for accuracy and completeness
• Ensure the issuance of financial reporting packages (annual, quarterly, monthly and weekly deliverables)
• Leadership role in assisting with training and teaching in the department
• Establish ad hoc financial projects and reporting as needed
• Establish financial and operating metrics to measure performance
• Ensure creation of budgets and forecast and oversee monthly budget to actual reporting
• Maintains the log of all filings and reported information, providing accountability for accuracy and timeliness
• Participates as an active member of the management team and contributes to best accounting practices
• Participates in new client roll-ins, ensuring scope of services to be provided is fully understood

Qualifications

• Bachelor’s degree in Accounting or Finance
• 5+ years of work experience in a fast-paced highly automated accounting environment in all of the following areas: accounts receivable, accounts payable, inventory accounting, and general accounting.
• Proficient use of Microsoft Office suite (Outlook, Excel, Word) and Quick Books
• Ability to work both independently and as part of a diverse team to coordinate actions with stakeholders and accomplish necessary objectives
• Ability to both lead and serve others
• Excellent written and oral communication skills
• Strong analytical skills and attention to detail
• Excellent planning, organizational, and time management skills
• Ability to integrate information from a variety of sources to arrive at optimal conclusions
• Ability to improve business operations by analyzing processes, identifying root causes and implementing viable solutions

We are currently seeking a receptionist to manage our front desk on a daily basis and to perform a variety of administrative tasks.

Responsibilities

• Ensure reception area is tidy and presentable
• Answer, screen, and forward incoming calls
• Greet and welcome arriving guests
• Welcome expected clients and direct them to correct destination
• Address walk-in client needs
• Provide accurate information in person and via phone / email to include printing, emailing, mailing ad-hoc client requests
• Calendar scheduling in Outlook
• Data entry and document management
• Receive, sort, and distribute incoming and outgoing mail and deliveries
• Scan and maintain electronic files
• Perform other administrative duties such as filing / e-faxing
• Order front office and kitchen supplies; maintain inventory
• Responsible for completing miscellaneous office opening and closing tasks (ex. coffee, unlocking doors, computers locked, etc.)

Qualifications

• Education, high school or equivalent
• Enjoys client interaction and getting to know clients
• Willingness to professionally handle difficult client interactions, as applicable
• High level of comfort with technology
• Intermediate proficiency MS Office Suite
• Ability to adapt as priorities shift
• Strong communication skills; both verbal and written
• Organized in a fast-paced environment
• A can-do, team-oriented approach
• Receptive attitude and personality towards coaching and a strong desire to learn
• Willingness to work overtime as needed

Do you need a little more life in your work / life balance?

If you answered YES, you may be the perfect candidate to join our team.

Veris is a young, enthusiastic company offering top benefits, advancement opportunities and salary offerings that rival larger firms, but in a small, personal environment. As part of our team, you will experience professional growth with less hours worked, industry-leading technology, a collaborative environment without micromanagement, flexible work weeks, and above all – a fun, team-spirited group who enjoys being entrenched in community give-backs.

Responsibilities

• Manage client-facing relationships, tax services to the client, and client expectations
• Participate in tax department and company-wide leadership
• Leadership role in assisting with training and teaching in the department
• Review of staff completed tax work
• Delegate your tax work and control of the relationship / process
• Provide proactive approach to advisory tax services, less focus on the once-a-year tax return client
• Develop and help clients deploy annual tax strategies

Opportunities

• Upward growth advancement opportunities within the company
• Better work / life balance (15% less hours)
• Highly competitive salary and compensation package
• Bonus plans for departmental performance and new business origination
• Kind of an introvert – no worries! There is no required networking. Kind of an extrovert – we participate in events and have plenty of opportunities for you to make new connections

Qualifications

• CPA certification
• Desire for Partner track in CPA firm
• 5+ years public accounting experience
• Experience with CCH Pro fx Suite software or equivalent
• Bachelor’s Degree or Master’s in Accountancy
• Strong oral and written communication skills
• Strong time management skills
• Ability to problem solve with analytical thinking
• Attention to detail