Internal/Office Accountant

  • Full-time

Company Description

TGG Accounting is a leading provider of outsourced accounting and business advisory services for small to mid-sized businesses across industries. The TGG team delivers quality financial services, systems, guidance and insights that help businesses thrive and, in doing so, serves a critical role in helping clients meet the day-to-day challenges of doing business. TGG Accounting has offices in San Diego, California and Boulder, Colorado.

Job Description

The Office Accountant is responsible for the day to day transactional accounting for TGG Accounting. Using the “TGG Way™” best practices and processes, they are responsible for the financial accounting foundation, leading to the complete and accurate production of financial statements. Interacting with others on a daily basis, an Office Accountant must present themselves in a professional manner and be able to communicate effectively with different personality styles.


Supporting the rest of the accounting team (Accounting Manager, Controller, and CFO) is a key part of the Office Accountant’s role. The Office Accountant will report to the Accounting Manager. Knowing how to extract and manipulate data from QuickBooks and various data management systems is an essential skill in providing this support. The Office Accountant role requires efficiency and quality to be maintained with minimal supervision and a sense of personal accountability.  


Successful individuals demonstrate an unwavering commitment to quality, have the drive to create efficiencies, and a desire to create meaningful relationships with others.  


Qualifications

Responsibilities & Tasks

 Data entry into QuickBooks including (but not limited to) invoice payments, credit card transactions, receiving payments, creating and sending invoices/statements, accurately allocating expenses and making deposits

 Process transactions related to general accounting activities (AP, AR, payroll, credit cards, 1099s)

 Reconcile balance sheet accounts (e.g. payroll, accrued rent and accrued interest)

 Assist with collection efforts (e.g. calls, letters, emails, etc.)

 Review, verify, and understand source documentation

 Perform month-end close processes

 Investigate issues as they arise (internet research when necessary)

 Maintain organized filing systems (physical and electronic) according to proper record retention policies

 Update notes to financial statements

 Perform ad hoc tasks on request

 Build and understand account schedules  Encourage adherence to policies and procedures whenever possible and make suggestions for improvement or efficiency

 Cultivate and maintain relationships in person and via phone/email

 Manage tasks that need to be done, helping to keep other team members on track

 Export and manipulate data from QuickBooks

 Perform initial financial statement review

 Provide frequent updates to other team members on progress, issues, etc.

 Navigate through and maintain complex Excel models

 Daily time entry into TGG time tracking system

 Attend required staff meetings and trainings

 Set, manage, maintain and hit deadlines with proper communication

 Lead departmental communication when applicable (in person and electronically)

 Abide by all TGG policies and procedures

 Take a proactive approach to finding new tasks or adding value to TGG

 Use Outlook calendar to manage schedule efficiently and effectively 


Skills, Knowledge, Abilities, Experience, Training & Education

 Entry level understanding of managerial and financial accounting principles normally represented by a Bachelor’s degree or equivalent combinations of industry experience and training

 Previous experience in QuickBooks 

 Be intellectually curious, proactive and passionate about learning 

 Have a basic understanding of a cash flow forecast

 Be able to review financial statements for basic errors

 Have a strong understanding of foundational accounting principles (e.g. structure of a P&L, BS, T accounts, matching principle, pre-paid vs. accrual vs. deferred, etc.) 

 Understanding of journal entries to include the associated debits/credits and descriptions

 Be able to work 40 hours per week 

 Be able to work with limited supervision when necessary  Have a professional attitude and appearance

 Enjoy daily interaction with people

 Ability to maintain confidential information and be discrete when necessary

 Must have the ability to clearly communicate with others 

 High proficiency in internet based searches 

 Proficient in the use of Microsoft Word, Excel, Outlook (especially email and calendar functions) 



Additional Information

Compensation & Benefits: 

 Base salary

 401(k) Retirement Savings Plan with company match

 Health, vision and dental benefits with company contribution

 Company provided meals/snacks in break room

 Unlimited PTO policy 

 Flexible dress code policy

 Company sponsored events

 On site gym, pool, tennis court/basketball court, showers/locker room

 In office massages

 Weekly, practical training classes (topics: business, accounting, Excel, QuickBooks, etc.)