Accounting Services Specialist

Accounting Services Specialist – Outsourced Accounting and Advisory Services

Overview

Lumsden McCormick CPA is looking for a friendly, organized, and dependable Accounting Services Specialist to join our Outsourced Accounting and Advisory Services team. This position supports our clients by providing day‑to‑day accounting services while partnering closely with our CPAs and internal team members. The ideal candidate is a self‑starter who enjoys client interaction, is detail-oriented, and thrives in a fast‑paced environment.

Key Responsibilities

·       Perform ongoing accounting and bookkeeping support services for our clients under the direction of a Certified Public Accountant

·    Reconcile client bank account and credit card statements

·    Prepare journal entries and maintain general ledger accuracy

·    Process accounts payable, bill payments, and accounts receivable as applicable

·    Communicate directly with clients via meetings, email, and telephone

·    Monitor in-house and external deadlines to ensure compliance

·    Assist with monthly and year-end close processes

·    Collaborate with CAAS team members and follow firm workflows and standards

 Qualifications

·    2 years of accounting or bookkeeping experience

·    Associate or Bachelor’s degree in accounting or related field

·    Experience with accounting software (QuickBooks Online preferred, certification is a plus)

·  Strong attention to detail, accuracy, organizational skills, computer experience, including Word and Excel

·   Knowledge of clerical bookkeeping principles and practices, including processing payroll and reports, general ledger reconciliations, financial statements and the keeping of financial accounts and records

·   Ability to self-direct and effectively organize, prioritize and manage multiple engagements under a tight deadline

·  Prior experience with accounts receivable, payable, bank reconciliations, general ledger, payroll and small tax return preparation

·  Strong communication and client-facing skills

Benefits

As an employee at Lumsden McCormick, our employees enjoy a variety of benefits within their employment with us, including:

·    Medical, Dental, and Vision insurance plans

·    Flexible Spending Accounts (FSA): Options for medical and dependent care expenses.

·    Health Reimbursement Arrangement (HRA): To assist with out-of-pocket medical expenses.

·    Retirement Plan: A 401(k) plan to help employees save for their future, with firm contributions and profit sharing.

·    Life and Disability Insurance: Basic life and AD&D insurance, as well as long-term disability insurance.

·    Pet Insurance Benefits

·    Paid Time Off: Generous paid time off policies, including vacation, sick leave, and holidays.

· Professional Development: Opportunities for continuing education, professional memberships, and certifications.

·    Hybrid and/or Remote work options.

Company Culture

Our firm prides itself on fostering a collaborative and supportive work environment. We value diversity, professional growth, and a commitment to excellence. As an Accounting Services Specialist in our Outsourced Accounting and Advisory Services department, you will be an essential part of our mission to provide exceptional service to our clients.

We look forward to welcoming a new team member who is dedicated to making a positive impact on our clients and our firm.

The salary range for this position is $60k – $80k per year and is commensurate with experience.

Our office is located in downtown Buffalo, NY and this position will have the ability to be hybrid or remote if desired. 

To apply for any of our open positions, submit your resume via our online application. Please email our Human Resources Generalist, Tracy Johnston, at tjohnston@LumsdenCPA.com if you have questions.