Senior Staff Accountant

TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-time Senior Staff Accountant for our Green Bay office.

The Ideal Candidate

• Proven understanding of general bookkeeping, payroll and accounting principles and industry compliance
• Proficient skills in QuickBooks software with QuickBooks Online Certification
• Excellent communication and interpersonal skills
• Detail-oriented with a desire for greatest degree of accuracy
• Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist with year-end adjustments and identify potential tax issues or opportunities during financial reviews
• 3+ years of experience in accounting industry with emphasis on public accounting
• Bachelor’s or Associate’s degree in Accounting, Business, Finance, or related field

Responsibilities

• Handle accounting tasks including data entry, payroll, financial review, and various other accounting related tasks for multiple clients
• Onboard new clients and set up QuickBooks Online, including chart of accounts, bank-feeds and integrations. Troubleshoot issues and provide guidance to staff and clients
• Client interaction including phone calls, emails, and some face-to-face or virtual meetings
• Research and resolve client concerns, questions, or requests to resolution
• Effectively manage and prioritize accounting workflows
• Prepare and review monthly, quarterly and annual financial statements
• Maintain advanced proficiency in QuickBooks Online
• Maintain firm standards, deadlines and documentation procedures
• Ensure best practices are followed for accuracy and consistency
• Create, enhance, and maintain various standard operating procedures, database projects and other special projects as directed
• The position is full-time with a competitive compensation and benefits package. Family-friendly culture, employee-focused, and supports a healthy work life balance.