144 GOULD ST, SUITE 205, NEEDHAM, MA 02494

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Senior Accountant

Location: Remote
Telecommute: This is a 100% Virtual / Remote work environment.
Job Type: Full Time / Hourly

General Overview:

  • Client facing meetings for document gathering, training, and presentation of recommendations.
  • Build long term relationships with growing companies and become a core part of the client’s team
  • Weekly bookkeeping tasks for clients, including but not limited to reconciliations, accounts receivable entry, accounts payable entry, cash flow reporting, etc

 

Duties/Responsibilities:

  • Process weekly and monthly Accounts Payable and Accounts Receivable for assigned clients
  • Process weekly and monthly posting for bank accounts and credit cards
  • Prepare Monthly and Annual Journal entries as required
  • Post Clients Payroll for 3rd Party Payroll System
  • Accurately use, monitor and review third-party applications like bill.com, dext and uncat
  • Review and Manage month end process for multiple including review and reconciliation of Balance Sheet
  • Review and process monthly and quarterly Sales and Use Tax for multiple clients
  • Reconcile Quarterly Payroll Filings to the General Ledger4
  • Ability to take over a new client and confidently clean up the balance sheet and income statement before handing it off to a bookkeeping associate
  • Ability to design an accounting system that might need to integrate with a client’s 3rd party system whether that is through journal entries or some type of integration
  • Ability to review and mentor team members and their work
  • Ability to complete clean-up projects as assigned my firm leadership
  • Lead Client calls to provide high level customer service
  • Assist with year-end review and sending final reports to client’s third party CPA’s
  • Assist and support Budget and Forecasting Activities as needed
  • Other duties as assigned by firm leadership

 

Essential Skills and Experience

  • 3-5 years preforming key functions as an Accountant, Senior Accountant or Accounting Manager
  • 3-5 years using QuickBooks Online and/or QuickBooks Desktop
  • Exceptional attention to detail with strong verbal and written skills
  • Firm understanding of prepaids, accrual, and deferred revenue
  • Ability to handle multiple client
  • Strong Problem Solving skills
  • Ability to mentor other team members
  • Strong work ethic
  • Self-Motivated; Self Directed; Confident – position is work from home.
  • Ability to have a home office environment
  • Ability to work on multiple clients and projects and be able to transition between them
  • Superior management skills with proven ability to meet deadlines
  • Ability to effectively communicate both written and verbal
  • Work availability during normal business hours
  • To be Technically Savy and to be able work within firms technology stack

 

Education and Training

  • Minimum Associates Degree in Accounting, Bachelors in Accounting is preferred
  • Proficient with QuickBooks Online (QBO) and QuickBooks Desktop(QBDT)
  • Experience with third party applications such as bill.com, Dext and Uncat are preferred
  • Ongoing desire to increase knowledge of new technology and applications

 

If these are the things that excite you and that you are passionate about, we want to hear from you. Please submit a resume and cover letter explaining why you are a perfect fit for Siegel Solutions.

Siegel Solutions Benefits

  • Fully Remote Work Environment
  • Company Issued computer, dual monitors, headset, printer, and software tools
  • Employer Contributed Medical and Dental Insurance Plans
  • Employer Match Simple Plan up to 3% starting on the first day of employment
  • 10 Paid Holidays
  • Flexible Schedule
  • 2 Weeks paid PTO

kim

Kimberly Mitchell
Partner Development Manager

 

Kim is a Partner Development Manager with 10 years of experience working with Strategic Partners. As a 19-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.

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Noah

Noah Raney
Senior Account Payroll Manager

 

Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get set up with the best discounts, he is here to help. Your success and satisfaction are of utmost importance!

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Sean

Sean McCaffery
Global Channel Sales Partnerships and Alliances Leader

 

Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double-digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS-based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!

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Gabor

Gabor Terebesi
Account Manager

 

Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.

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Aimee

Aimee Garneau
Accounting Manager

 

Aimee joined Siegel in 2022 as the Accounting Manager overseeing the accounting and bookkeeping team. Aimee brings 18 years of experience with increased responsibility with privately and publicly held companies. Her experience lies with SaaS-based companies as well as in healthcare, consulting, education and nonprofits. Prior to joining Siegel, she held accounting leadership positions with Waban Projects, Elastic Path, Moltin, and Ned Davis Research. Aimee loves partnering with business owners to establish financial reporting and results that promote growth and expansion. When Aimee is not working, she loves spending time with her family and friends and exploring all New England has to offer. She is also an avid Red Sox fan and enjoys going to Fenway Park when she can.

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Jeffrey Siegel
CPA, CEO

Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating from Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how business work. He later went on to work in various controller and CFO roles before starting Siegel & Associates (previously Siegel Financial Group) in 2000. In those roles, he sold a company to ADP, raised funds for a major expansion of a large regional IVF clinic, and helped set up accounting and financial structures for dozens of companies. Since starting Siegel & Associates, Jeff has worked with hundreds of clients providing accounting system solutions. Those solutions include setting up QuickBooks in a single-user environment putting in QuickBooks Enterprise in a 30-user environment and integrating various add-ons including inventory, CRM, and e-commerce. He is a Certified Public Accountant, a QuickBooks Pro Advisor, a QuickBooks Advanced Pro Advisor, and an Intuit Solution Provider certified in Enterprise Solutions, Point of Sale & QuickBase. Jeff is also a Microsoft Certified Systems Engineer

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Lori Swartz
Client Support Manager

After graduating from Boston University, Lori spent eight years working in various managerial positions for two national companies. In those positions, Lori developed the skills necessary to manage multiple projects, clients, and resources. She later went on to work for a management company that handled over 25 real estate properties with multiple tenants. Lori joined Siegel Solutions in 2003 as a client services manager where she utilized her skills developed to manage multiple clients and multiple staff. She recently moved into the client support manager role where she is responsible for meeting with and onboarding new clients, managing and maintaining our technology stack along with QuickBooks setups, conversions, training, and consulting.

In her free time, Lori enjoys spending time with her family. She loves to travel, music, and theater.

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Kristin Hogan
Office Administrator

Kristin has been with Siegel Solutions since 2008 when she started as a part-time Office Administrator. In addition to the administrative work for Siegel Solutions, Kristin also assists with bookkeeping for a handful of clients, and manages and processes payroll for about 25 clients. Kristin has been working in administrative roles for many years in various fields, including from an academic department in a local university, a start-up biomedical company, to recording and pricing inventory for a small gift shop. Kristin has also held customer service positions in food service, department stores, a local Boys & Girls Club, and a nursing home.

Outside of work, Kristin enjoys hanging out with family, friends, and the family’s black lab named Clyde. Kristin is a New England Revolution fan and goes to as many games as possible each season.

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Kathy Crouse
Senior Bookkeeping Associate

Kathy graduated from Framingham State College. She then attended Bently College in their Accounting Certificate program, while also working as an Assistant Payroll Supervisor and Compensation Specialist in the corporate offices of a large contract employer. After many years of experience as a Full Charge Bookkeeper for a private investment firm, and various small CPA firms, Kathy joined Siegel Solutions in 2001. She enjoys learning about different types of businesses working for Siegel and the satisfaction of tailoring our role to best serve each client's needs.

During her free time, Kathy loves spending time with her family and her dog. She also enjoys DIY projects and exploring the beautiful New England coast.

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Janet

Janet Jodoin
Bookkeeping Associate

Janet joined Siegel Solutions in May of 2022 as an Associate Bookkeeper. In her younger years, while raising her family, she completed her degree in Business and she spent 20 years in the trades as a custom designer. Janet also has 16 years in corporate management. Her strong team support, training, and development led her to support and manage Human Resources. Janet's desire to change careers has led her to return back to bookkeeping at Siegel Solutions. In Janet's free time she enjoys spending time with her growing family. Her personal favorite is creative landscaping in her yard. She also enjoys working alongside her partner in construction and remodeling.

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Tricia

Tricia Gullage
Associate

Tricia Joined Siegel Solutions in 2022 as a bookkeeper and works with our clients to keep their day-to-day bookkeeping in order. Tricia has 12 years of bookkeeping experience working for a large construction company for 10 of those years handling all their accounting and Payroll. She met Jeff our CEO while working there and decided she wanted to join our team.

When not working Tricia enjoys spending time with her family and friends. She recently moved up to the lakes region in NH and loves going to concerts, enjoying her time boating and snowmobiling.

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