Full-time

Description

Location: Maple Shade, NJ

Firm Type: Mid-Sized, Privately-Owned CPA and Advisory Firm
Employment Type: Full-Time

Position Summary:

As a full-time Senior NAAS Advisor at Haefele Flanagan, you will serve as a trusted resource for complex nonprofit clients, lead key engagements, review work prepared by others, and provide technical guidance on nonprofit accounting matters. Successful candidates must be highly motivated with strong technical expertise, excellent analytical and business writing skills, and the ability to think critically, collaborate effectively and build strong client relationships. The role can be fully remote, except for at least twice annually when presence at the New Jersey office is required.

Senior NAAS Advisor Responsibilities

Serve as in-charge accountant on selected complex engagements - includes serving as primary point of contact for client questions; requires understanding of client operations, interpersonal dynamics, and mission
Assist clients with budget preparation, audit prep, grant reports, compliance advice, internal controls, etc. as needed
Prepare and reviewing interim and year-end close workpapers which support conclusions both quantitatively and qualitatively
Prepare and review tax returns (Form 990 series), reflecting thorough knowledge of the applicable compliance requirements
Compiling financial statements, including illustrative dashboards
Respond to questions from clients about a variety of nonprofit accounting topics, such as: Regulatory and GAAP treatment of complex transactions, Functional expense accounting, Grant reporting and compliance
Analyze financial trends and general ledger
Design accounting database structure (almost always using QuickBooks Online)
Review work of in-charge accountants and bookkeepers in the firm to ensure work is complete, accurate, properly performed and documented
Collaborate with bookkeepers and other in-charge accountants in the firm
Manage self-administration tasks such as time entry
Other duties as assigned

Requirements

Background

Bachelor’s degree in Accounting, Finance or related field (required)
CPA license preferred (or actively pursuing)
At least five years’ professional high-level accounting experience (public accounting background strongly preferred)
Experience reviewing workpapers (required)
Experience preparing and reviewing financial statements (required)
Experience preparing and reviewing Form 990 (required)
Experience working with nonprofits (required)
Knowledge or experience of EOS® a plus

Technical Skills

Strong knowledge of generally accepted accounting principles for nonprofits
Strong knowledge of Excel (5 years’ experience)
Strong knowledge of QuickBooks (3 years’ experience)
Ability to analyze general ledger and financial trends
Familiarity with operating environment of small and medium-sized nonprofits

Workstyle skills and qualities

Superior business writing skills
Superior accuracy and attention to detail
Excellent critical thinking and problem-solving skills
Strong time management skills and ability to keep track of many tasks that require follow-up
Ability to adapt to constant change
Ability to self-motivate, work independently and as part a team
Excellent organizational skills
Orientation to a whole-firm and whole-client perspective rather than a task-level perspective; willing and able to contribute to the firm’s goals
Strong interpersonal skills
Interest in computer software; eager to explore features and master various platforms
Willingness and ability to give and receive feedback with generosity of spirit and openness to learning
Ability to maintain positive working relationships with people from a wide range of backgrounds
Committed to a long-term employment relationship

Benefits:

Competitive salary and performance-based bonuses.
Health, dental, and vision insurance
Employer paid life insurance (2x salary)
Monthly cell phone stipend of $50
401(k) plan and 50% employer match up to 10% of salary (within IRS limits) - eligible to contribute first day of employment
HSA, FSA, 529 plans, and Supplemental Disability plans
Tuition, professional dues, and fees reimbursement
Client and employee referral bonus program

Work/ Life Balance MATTERS!
Office closed on Fridays in the summer from Memorial Day to Labor Day

Generous PTO days and paid holidays
Casual attire and atmosphere
Employee Assistance Program
Assistance in CPA exam prep
We feed you (even if you aren’t hungry)

Company Values and Culture:

Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on EOS®.
We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year.
We live by our values…interested in finding out what they are? Apply now!

Check out EOS® www.eosworldwide.com
Haefele Flanagan is an Equal Opportunity Employer.
Haefele Flanagan recognizes the value of diversity and is committed to creating an inclusive environment. Come join us and help build our community.

Salary Description

$70,000-$75,000

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Nonprofit Accounting & Advisory Services (NAAS) Senior Advisor