Nonprofit Accounting & Advisory Services (NAAS) Advisor

Description:

Nonprofit Accounting & Advisory Services (NAAS) Advisor

Location: Maple Shade, NJ / Remote
Firm Type: Mid-Sized, Privately-Owned CPA and Advisory Firm
Employment Type: Full-Time

Position Summary:

As a full-time NAAS Advisor (accountant offering expert services to nonprofits), you will serve as a trusted partner to nonprofit leaders, delivering specialized accounting and advisory support. You will work both independently and collaboratively with a close-knit group of peers, as well as with colleagues outside of the NAAS Department. The role can be fully remote, except for at least twice annually when presence in the Philadelphia area is required. Nonprofit advisory support is one of the fastest-growing sectors of the accounting profession. We are eager to welcome you to our team.

Hafele Flanagan has formally recognized as one of the best accounting firms to work for in the U.S. We are a privately owned, mid-sized CPA and advisory firm where talented professionals are trusted to do meaningful work, build real client relationships, and grow their careers. We value innovation, accountability, and individuality, and we believe great client service starts with taking great care of our people.

NAAS Advisor Responsibilities
• Serve as in-charge accountant on selected engagements - includes serving as primary point of contact for client questions; requires understanding of client operations, interpersonal dynamics, and mission
• Assist clients with budget preparation, audit prep, grant reports, compliance advice, internal controls, etc. as needed
• Prepare interim and year-end close workpapers which support conclusions both quantitatively and qualitatively
• Prepare tax returns (Form 990 series), reflecting thorough knowledge of the applicable compliance requirements
• Compile financial statements, including illustrative dashboards
• Respond to questions from clients about a variety of nonprofit accounting topics, such as: functional expense accounting, coding expenses to grants, determining independent contractor vs. employee status
• Analyze client general ledger reports
• Design accounting database structure (almost always using QuickBooks Online)
• Review the work of the firm’s Frontline Accountants who perform advanced bookkeeping services for some clients
• Collaborate with Frontline Accountants and other in-charge accountants in the firm
• Provide hands-on QuickBooks (and other software) training and troubleshooting for clients
• Manage self-administration tasks (time reports, workplan updates, etc.)
• Other duties as assigned.

Requirements:

Background
• Bachelor’s degree (required)
• CPA or candidate preferred
• At least three years’ professional high-level accounting experience (public accounting background strongly preferred)
• Experience preparing financial statements (required)
• Experience preparing Form 990 (strongly preferred)
• Experience working with nonprofits (strongly preferred)

Technical Skills
• Solid knowledge of generally accepted accounting principles for nonprofits
• Strong knowledge of Excel (5 years’ experience)
• Strong knowledge of QuickBooks (3 years’ experience)
• Ability to analyze general ledger
• Basic familiarity with payroll compliance and regulations
• Familiarity with operating environment of small and medium-sized nonprofits

Workstyle skills and qualities
• Superior business writing skills
• Superior accuracy and attention to detail
• Excellent critical thinking and problem-solving skills
• Strong time management skills and ability to keep track of many tasks that require follow-up
• Ability to adapt to constant change
• Ability to self-motivate, work independently and as part a team
• Excellent organizational skills
• Orientation to a whole-firm and whole-client perspective rather than a task-level perspective; willing and able to contribute to the firm’s goals
• Strong interpersonal skills
• Interest in computer software; eager to explore features and master various platforms
• Willingness and ability to give and receive feedback with generosity of spirit and openness to learning
• Ability to maintain positive working relationships with people from a wide range of backgrounds
• Committed to a long-term employment relationship

Benefits:
• Competitive salary and performance-based bonuses.
• Health, dental, and vision insurance
• Employer paid life insurance (2x salary)
• Monthly cell phone stipend of $50
• 401(k) plan and 50% employer match up to 10% of salary - eligible to contribute first day of employment
• HSA, FSA, 529 plans, and Supplemental Disability plans
• Tuition, professional dues, and fees reimbursement
• Client and employee referral bonus program

Work/ Life Balance MATTERS!
Office closed on Fridays in the summer from Memorial Day to Labor Day
• Generous PTO days and paid holidays
• Casual attire and atmosphere
• Employee Assistance Program
• Assistance in CPA exam prep
• We feed you (even if you aren’t hungry)

Company Values and Culture:
• Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on EOS®.
• We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year.
• We live by our values…interested in finding out what they are? Apply now!

Check out EOS® www.eosworldwide.com

HFCO is an Equal Opportunity Employer.

HFCO recognizes the value of diversity and is committed to creating an inclusive environment. Come join us and help build our community.

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