Senior Accountant/Manager

About us:At Robert Garcia CPA, PLLC, we are not just a CPA firm – we are community advocates and catalysts for positive change. Based in San Antonio, our mission extends beyond providing full-service accounting and tax compliance to small businesses; we lead the way in community and civic engagement. Our commitment to the betterment of our community is evident in our advocacy efforts, where we have played a significant role in shaping how funding is distributed to support local small businesses.

We pride ourselves on simplifying accounting and taxes for our clients while embracing cutting-edge technology to create scalable opportunities. By leveraging our expertise, we empower small businesses in various industries, including bars, food, clothing, and more, to thrive and grow.

Joining our team means being part of a community-focused organization where individuals are encouraged to invest in themselves and others. The role involves handling bookkeeping and accounting reviews for our diverse small business clients. We seek a candidate who is not only adept at making an impact with clients but is also passionate about making a difference in the broader community.

We are not just looking for a team member at the senior level; we are searching for an individual who envisions themselves growing and leading within our organization. The ideal candidate is someone eager to be visible and present in our community, actively contributing to our shared vision of visibility, leadership, and mentorship.

If this is you, let’s talk.

Job Overview:As the Senior Accountant/Manager at Robert Garcia CPA, PLLC, you will lead a small team and work closely with our clients to ensure the accuracy, integrity, and compliance of their financial records and create an amazing customer experience. The ideal candidate will possess a strong background in accounting, demonstrate a deep understanding of the small business environment, and be committed to fostering a sense of community within our client base.

Responsibilities:Financial Reporting:Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.Provide accurate and timely financial reports to management and clients.Budgeting and Forecasting:Collaborate with department heads to develop and monitor annual budgets.Conduct financial forecasting and variance analysis to support strategic decision-making.Compliance and Controls:Ensure compliance with accounting policies, procedures, and relevant regulations.Implement and maintain effective internal controls to safeguard company assets.Daily/Weekly Accounting:Oversee day-to-day accounting activities, including data entry, reconciliations, and financial transaction processing.Monitor and analyze daily financial data to ensure accuracy and completeness.Month-End and Year-End Closing: Oversee the month-end and year-end closing processesAnnual 1099 Preparation: Coordinate and prepare annual 1099 forms for vendors, ensuring compliance with tax regulations. Generate necessary reports and documentation for tax reporting purposesJournal Entries and Payroll Allocations: Prepare and review journal entries to accurately reflect financial transactions. Payroll allocations for nonprofitsClient Account Management:Manage client accounts, ensuring timely and accurate processing of financial transactions.Collaborate with clients to address inquiries, resolve issues, and maintain positive relationshipsMeet with clients to review financials.Process Improvement: Identify opportunities for process improvement and efficiency within the accounting function. Implement best practices to streamline financial operations.Client Communication:Communicate and follow up with clients in a professional and courteous manner, using the brand's tone and maintaining a high level of customer service.Provide regular updates on financial matters and address client concerns promptly.Vendor and Client Relations: Collaborate with vendors and clients to resolve financial issues and ensure timely payments and receipts.QuickBooks Setup for New Clients:Facilitate the setup of QuickBooks accounts for new clients, ensuring proper configuration and alignment with their specific needs.Chart of Accounts Setup:Develop and set up comprehensive chart of accounts tailored to meet the specific financial reporting requirements of each client.Maintain and update chart of accounts as needed to accommodate changes in business operations.Team Leadership:Lead and manage the accounting team, providing guidance, coaching, and support.Foster a positive and collaborative work environment within the accounting department.

QualificationsBachelor’s degree in AccountingProven 5-7 years experience in a bookkeeping or other accounting roleNonprofit bookkeeping experience preferredQuickBooks Online experience requiredProvide great customer service to clientsComfortable with building relationships with clients and partnersExcellent communication and interpersonal skillsProblem analysis and problem-solving skillsExcellent organizational and analytical skills with a heavy emphasis on attention to detailAble to multitask, set priorities, organize workload, and meet deadlinesMust have the ability to maintain confidentialityTeam workMicrosoft Office, excel experience preferred

Job Type: Full-time

Salary: $70,000 -$85,000 per year

Office Schedule:Monday to Friday; 8am-5pmSaturday’s - must be flexible for month/quarter end closing

Work Location: Hybrid (flexible for the right candidate)

Benefits:Flexible schedulePaid time offProfessional development assistanceLeadership development

Experience:Bookkeeping: 5-7 years (Preferred)