Accounting Trainer

Summary/Objective

Reporting to the Accounting Manager, the Accounting Trainer is responsible for the initial training of client’s usage of accounting software and/or internal training of new associates joining the CWA accounting team as well as assist tenured associates when needed.

Essential Functions

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Train new clients on accounting software and CWA accounting processes

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Train new associates on all internal procedures to include (but not limited to) general ledger and bank reconciliation, payroll integration, preparation of a balance sheet & income statement for a growing CPA firm specializing in financial planning to national clientele

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Assist existing associates when needed

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Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department

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Establish records of accounts and input entries into proper accounts

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Document and ensure proper keeping of financial records, making use of current technologies

Responsibilities and Duties

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Initial setup of a client’s account to include general ledger beginning balances

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Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy

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Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries

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Record journal entries to reconcile balance sheet accounts to supporting documents

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Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099

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Work independently with clients as needed to facilitate completion of financial statements

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Backup for Software Specialist when necessary

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Visit with client during annual consultation to develop accounting/client relationship

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.