Associate

Associate, Client Advisory Services

Rea is a growing Top 100 Business Advisory & Accounting firm providing our clients services in tax, accounting, and business consulting. We have a 'People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Associate on our Client Advisory Services team will apply accounting principles to ensure accurate and compliant transaction processing. This role will reconcile accounts, resolve discrepancies in accounts receivable and payable, and prepare timely journal entries and financial statements. Collaborating closely with clients and senior staff, the Associate will provide accounting feedback, handle special projects, and contribute to maintaining strong client relationships through effective communication and service excellence.

Responsibilities

Apply accounting principles to enter and review transactions for appropriate treatment and compliance with accounting standards and regulations

Reconcile accounts and research discrepancies

Review account balances for accuracy and reasonableness

Provides timely and accurate recording of accounts receivable transactions

Process accounts payable transactions promptly and precisely

Analyzes and resolves discrepancies in accounts receivable and accounts payable transactions

Assist client with timely recording of payroll journal entries including accrued payroll and taxes

Identify and prepare journal entries, adjusting them as needed

Ensure proper workpaper documentation for all accounts

Self-review of work before submission, including balance sheet reconciliations, P&L classification and state and local tax filings

Prepare financial statements and payroll reports

Provide general accounting feedback and recommendations to in-charges

Prepare payroll taxes, sales and other local taxes, personal property taxes

Compile raw data into trial balance format, including recapping cash receipts and disbursements

Research reference materials involving bookkeeping, payroll, and tax questions

Perform tax prep, complex professional write-up work, audit support work, direct client consulting, and other special projects

Participates in quality assurance initiatives

Manage, prioritize, and communicate workload to ensure deadlines are met

Elevate client concerns to appropriate team members

Build strong, trusted relationships with current and prospective clients

Participate in client meetings with senior staff as applicable

Communicate potential additional service offerings to clients

Maintain strict confidentiality of all sensitive information as per company policies and guidelines

Other duties as assigned