What are the responsibilities and job description for the Senior Accountant CAS position at Lucida Tax + Accounting Solutions?
At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation
Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.
Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.
The Senior Accountant will prepare and maintain financial records to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial activities for clients.
Duties/Responsibilities:
- Performs general accounting and other related duties for the organization.
- Prepares monthly balance sheets, income statements and cash flow statements
- Maintains the general ledger.
- Codes invoices, sets up new accounts, reconciles accounts and closes the monthly books.
- Reconciles bank accounts at least monthly, verifies deposits and disbursements.
- Reconciles cash disbursement accounts, payroll, customer accounts and other financial accounts.
- Verifies and/or completes payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts.
- Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit.
- Files payroll and sales tax forms with federal, state, and local government agencies.
- Maintains knowledge of acceptable accounting practices and procedures.
- Performs other related duties as assigned.
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Knowledge of general financial accounting and cost accounting.
- Understanding of and the ability to adhere to generally accepted accounting principles.
- Ability to correctly prepare tax reports.
- Ability to travel onsite to client offices as requested.
- Proficient with Microsoft Office Suite or similar software, and accounting software.
Education and Experience:
- Bachelor’s degree in Accounting, or related field, strongly preferred.
- 5 years of related experience required.
- At least 2-3 years of public accounting firm experience.
- At least two to three years of QuickBooks Online experience.
- Certified in QuickBooks Online.