HR For The Culture Looking for Accountant at Hyattsville, MD Full Time

Little Fish Accounting is a specialized CPA firm that caters to small professional service providers. We provide a range of services including accounting, tax consultation, and strategic financial planning. Our primary clientele includes entrepreneurs and company CEOs looking for actionable, strategic financial support for their growing businesses.

Job Summary

As an Account Manager, you’ll serve as the key liaison for our VCFO (Virtual CFO) and FM (Financial Manager) clients. Your job will involve handling high-level reviews, providing advisory services, and participating in CEO-led sales discussions. You will ensure that our clients receive timely, accurate financial information, enabling them to make strategic decisions to foster their business growth.

RESPONSIBILITIES & DUTIES:

• Serve as the principal point of contact for VCFO/FM clients, addressing all inquiries and requests for updates
• Lead the onboarding process for new VCFO/FM clients, conduct initial meetings, and identify any necessary cleanups or issues
• Carry out recurring client activities with assistance from our Staff Accountant. These activities include bookkeeping, budgeting, generating monthly financial statements, managing payroll and accounts payable/receivable, and invoicing
• Maintain current financial records to provide clients with accurate advice on best practices and future steps
• Review and interpret financial reports and key performance indicators to make recommendations aligned with client business objectives and challenges
• Develop and suggest necessary policies and procedures
• Conduct weekly reviews of all bank and credit card transactions, as categorized and recorded by the Staff Accountant. Send weekly emails to clients for clarifications, cash position, accounting activities, and upcoming priorities
• Calculate and file estimated taxes quarterly
• Review annual tax returns, as prepared by the LFA Tax Team, and present to VCFO/FM clients before filing
• Communicate with clients and colleagues via Slack, email, and internal dashboard
• Contribute to decisions about systems and processes at a high level
• Join the CEO on sales calls and offer insights on client onboarding

Requirements

• Bachelor’s degree in Accounting, Finance, or a similar field
• At least two years of experience in accounting or tax
• A CPA license is preferred but not required
• Familiarity with accounting software (preferably QuickBooks)
• Prior experience with tax software for individual and small business returns is desirable
• Proficiency in ProConnect, LastPass, Google Drive, Slack, TaxDome, Keeper, and ClickUp is a plus
• Comprehensive understanding of general ledger accounting and account reconciliation
• Excellent communication skills
• Strong problem-solving and decision-making skills
• An innovative and detail-oriented mindset.

Working Conditions

• This is a full-time remote position that requires you to be available from 10 AM to 3 PM for client communication, collaboration with the team, and meetings

Physical Requirements

• The Account Manager position is primarily a digital role involving intellectual work, with no significant physical demands
• Note: This job description covers the essential job duties required to do this job, it does not cover additional duties and responsibilities that might be assigned by management

Benefits

Pay:

Starts at $65,000/year

Equal Employment Opportunity Statement

Little Fish Accounting is committed to fostering diversity and is proud to be an equal opportunity employer. All employment decisions are made on the basis of business needs, regardless of race, color, ethnicity, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other legally protected status.