Junior Staff Accountant

*Junior Staff Accountant* Our mission at LedgerWise is to seamlessly integrate with organizations and offer support through refining processes, implementing technology, and providing superior business intelligence allowing stakeholders to focus on the success of their business.
.
We work together to understand our Client’s day-to-day challenges and leverage our expertise to provide strategies and solutions that promote successful growth and performance.
_*POSITION OVERVIEW*_ A Junior Staff Accountant (JSA) provides business acumen to LedgerWise clients.
Administrative, finance, and accounting work encompasses the workload that can be expected.
The JSA efficiently and effectively manages business needs for clients, successfully investigates and resolves business-related concerns, ensures company-wide finances are according to company and regulator standards.
The JSA is expected to have a positive cultural impact and is viewed as a trusted and valuable resource by LedgerWise’s clients.
_*ESSENTIAL DUTIES & RESPONSIBILITIES*_ * Accurately record transactions in accounting software in accordance with GAAP standards * Perform weekly or monthly bank reconciliations * Resolve issues in reconciliation including beginning balances being off, missing transactions, or errant transactions * Maintain accurate data entry into clients’ software as needed * Examine tax policies and handle tax payments and returns as required * Close assigned portions of client’s books accurately by following a closing checklist * Demonstrate superb customer service and knowledge when communicating with clients * Full scope of accounts payable and accounts receivable tasks, including direct communication with Vendors/Customers as needed * Collect vendor W9 forms, and store within accounting software when performing AP duties.
* Administrative support for clients as necessary * Have direct client communication as needed * Proper filing and storage of transactional backup (receipts, copies of bills, etc) per Client requirement * Maintain own scheduling at client sites with guidance from management * Communicate regularly with client account leads, management, and team members to discuss issues or challenges * Other duties as assigned _*KNOWLEDGE, SKILLS, ABILITIES:*_ * Computer literate and technically savvy; Intermediate MS Office Suite capabilities * Must possess ability to mentor and train other employees * Excellent decision-making abilities * Excellent time management and follow up skills * Efficient and extremely prompt response time * Strong attention to details * Intermediate or advanced QuickBooks Online and Desktop capabilities * Excellent organizational skills and the ability to manage multiple priorities * Ability to identify processes with potential for automation * Ability to self-manage while adapting and prioritizing to changing client and business priorities * Understanding of and ability to consistently execute LedgerWise Company values _*REQUIREMENTS/QUALIFICATIONS:*_ * High school diploma/GED * Degree in accounting, business, or a related field preferred * Experience working in accounting, data intelligence, or a similar role * Multi-client experience preferred * Advanced knowledge of Excel and MS Suite * Knowledge of Netsuite preferred * Develop and document all accounting processes and procedures per client * Reliable transportation to Escondido and surrounding San Diego areas as needed * Consistently review client contract to remain within scope parameters * Attend all mandatory company meetings; attend company celebrations _*CULTURE REQUIREMENTS*_ * *Integrity and Trust*: Must value honesty, take responsibility, and be transparent in everything you do.
Must build trust among team, clients, and stakeholders by being consistent and reliable.
* *Collaborative Empowerment*: Must believe in the power of working together.
Encourage other individuals to contribute their unique perspectives, skills, and ideas; foster innovation and achieve Company goals collectively.
* *Kindness and Respect*: Contribute to a culture of kindness and mutual respect, treating everyone with dignity, empathy, and inclusivity.
Must value diverse backgrounds, experiences, and opinions by encouraging an environment of respect and appreciation.
Avoid taking part in gossip.
* *Curiosity and Tenacity*: Be curious and tenacious by embracing continuous learning, exploring new possibilities, and seeking innovative solutions to challenges that come your way.
* *Joyful Resilience and Positivity*: Approach work with a resilient and positive mindset.
find joy in what you do by embracing challenges as opportunities for personal and professional growth.
Face setbacks head-on with optimism, determination, and a can-do attitude.
Be open to change _*ESSENTIAL PHYSICAL FUNCTIONS*_ The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: * Strong verbal communication and interpersonal skills * Fluent speaking, reading, and writing in English language required * The employee is regularly required to see, talk, and hear * Required to look at a computer screen for extended periods of time (6+ hours) * Regularly required to stand, walk, sit for prolonged periods (6+ hours), use repetitive hand, wrist and finger movement and rotation * Required to handle, lift, and feel objects, tools, controls (such as computer equipment), and reach with hands and arms * Common office activities * The employee occasionally lifts and/or moves up to ten pounds * Must be able to perform work safely without posing harm to self or others * The employee may need to drive or have reliable transportation to and from office and client locations as needed * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Job Type: Full-time Pay: $18.
00 - $24.
00 per hour Expected hours: 38 – 42 per week Benefits: * 401(k) * Dental insurance * Flexible schedule * Health insurance * Life insurance * Paid time off * Vision insurance Experience level: * 1 year Physical setting: * Office Schedule: * Monday to Friday Supplemental pay types: * Bonus opportunities Education: * High school or equivalent (Required) Experience: * Accounting: 1 year (Preferred) Work Location: Hybrid remote in San Diego, CA 92123