POSITION: Accounting Services Specialist - Outsourced Accounting & Advisory Services
Lumsden McCormick CPA is looking for a friendly, organized, and dependable Accounting Services Specialist to join our Outsourced Accounting & Advisory Services (OAAS) 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.
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 OAAS team members and follow firm workflows and standards
EXPERIENCE
- Two or more 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
- 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 Advisory & Accounting 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.
APPLICATION INSTRUCTIONS
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.
The salary range for this position is between $60,000 – $80,000 and is commensurate with experience.
Location: Work from Anywhere (Remote/Office/Hybrid)
