Position Summary

The Accountant provides intermediate to advanced accounting services to a regular portfolio of customers.


Chargeable work

Advanced accounting (Level 3)

  • Fields questions from team members (internal) and customers.
  • Makes decisions of capitalization of purchases
  • Calculates deferred tax
  • Coordinates fixed asset calculations with tax specialist
  • Identifies and records intangibles
  • Reviews prior period adjustments
  • Completes general equity work
  • Prepares amortization tables based on debt agreements
  • Prepares for and interfaces with auditor
  • Conducts intermediary review of jobs
  • Plans engagements
  • Takes lead on basic controllership engagements
  • Prepares budgets and projections under guidance of manager
  • Prepares financial compilations and reviews (with footnotes)
  • Prepares PBC lists/letter
  • Updates permanent files of customers


Intermediate Accounting (Level 2)

  • Conducts inventory analytical review
  • Determines and enters job costing
  • Conducts complex (with accruals) payroll expense reconciliation
  • Reviews distribution accounts
  • Reviews lease/rent agreements
  • Prepares financial compilations (without footnotes)
  • Prepares write-ups
  • Completes reconciliations of complex accounts
  • Completes ticking and tying of workpapers
  • Prepares accruals and prepaids


Basic Accounting (Level 1)

  • Reconciles credit card statements & pay balances
  • Records financial information in QuickBooks: checks issued, credit card transactions, revenue/receipts, accounts payable, basic payroll, fixed assets, inventory valuation, debt payments per amortization table
  • Records accounts payable
  • Prepares invoices
  • Downloads bank activity
  • Completes cash/bank account reconciliations
  • Reconciles basic accounts
  • Gathers and organizes information for customer permanent files



Company Support

  • Participates in company meetings
  • Participates in the company’s LinkedIn presence
  • Contributes ideas and feedback regarding company marketing efforts
  • Participates in marketing/sales activities as requested


Professional Development

  • Participates in internal and external training and informal learning activities in order to maintain up-to-date accounting knowledge


Additional responsibilities may be assigned.


Behavioral Competencies

  • Demonstration of strong customer service both internally and externally.
  • Demonstration of utmost professionalism in appearance, communication and manner both internally and externally.
  • Demonstration of ethical, honest behavior at all times.
  • Demonstration of capacity to work independently with limited guidance from customers or colleagues.
  • Demonstration of commitment to continuous improvement internally and externally.
  • Demonstration of work/life balance and positive stress management.


Working conditions

  • Work at the Simons Bitzer office and customer sites
  • Most work during standard office hours
  • Additional evening/weekend hours necessary January-March
  • Must be able to drive to/from customer sites
  • Extensive computer work



  • Education: Bachelor’s degree required; completion of CPA (or current pursuit of) preferred
  • Experience: At least 3 years as an accountant; public accounting experience desired
  • Technical competencies: QuickBooks, Microsoft Office
  • Valid driver’s license and reliable vehicle

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