Senior Associate - Client Advisory Services

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

Due to continued growth, we are looking to add a Senior Associate to our team in New Philadelphia, Ohio. The Senior Associate performs routine accounting activities such as general ledger posting, preparation of various accounting statements and financial reports, and accounts payable and receivable functions.  The Senior Associate performs work at a higher level of complexity for higher level clients. This position has a high level of client contact and responsibility for delivery goals being met.

Responsibilities

• Understands clients’ needs and is proactive in proposing solutions
• Prepares financial statements
• Reconciles bank accounts and researches discrepancies
• Compiles, prepares, and maintains financial data and records in compliance with established policies and procedures for mid-to-high level clients
• Performs professional staff level duties including direct client consulting and other special projects
• Manages client back-office accounting
• Maintains substantial client contact for effective client service
• Ensure delivery goals are met by department through process management and inter-departmental communication
• May supervise a team for day-to-day management of scheduling, training, and procedures
• Research reference materials involving bookkeeping and tax questions
• Other duties as required

Supervisory Responsibilities: 

• May supervise and manage the day-to-day work assignments of Associates  
• Provides verbal and written performance feedback to Associates, as necessary 
• May act as a buddy to associates and specialists
• Supervises the work assignments of Associates within assigned engagement team 

Requirements

• Bachelor’s degree in Accounting or relevant field required
• 3-5 years of relevant experience
• Basic supervisory experience, preferred   
• Strong technology skills (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred)
• QuickBooks Online
• Prior business experience and ability to apply that experience to a wide range of client situations
• Ability to motivate and manage staff in a pay-for-performance environment with remote staff
• Attention to detail
• Ability to meet tight deadlines
• Ability to manage unexpected and sometimes urgent firm or client matters as they arise
• Expertise using a range of technology solutions (software, peripherals, etc.)
• Project management skills
• Time management skills
• Unrelenting commitment to client satisfaction

Benefits

Rea & Associates offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Work From Home
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

Rea & Associates, Inc. is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.

Rea & Associates does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea & Associates will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.