Senior Accountant

Join our winning team, recently honored as #67 on Forbes’ list of America’s Best Startup Employers for 2024!

The Helper Bees (THB) was created to fill an obvious need in an underserved community. Inspired by love and brought to reality through passion and determination, The Helper Bees was founded to empower older adult citizens and their families in their search for quality, affordable in-home care providers. We do this by providing older adults the ability to easily review, choose, and access affordable quality in-home helpers.

The Helper Bees mission is to help people stay home longer through data-driven services that transform both the payer and the care-recipient experience.

At THB, we define our company culture through our Core Values:

• Quickly iterate through solutions - We move at a fast pace which requires quick iterations to find a path to a repeatable solution
• Seek ways to create immediate impact - Be thoughtful and proactive in how you make an impact on your team. Actively look for ways to make a fast, positive impact.
• Bee the teammate you want to work with - We work as a team, help each other and encourage each other
• Ask questions, answer questions - You can't iterate through solutions if you don't ask the right questions which is why there is an expectation that questions should be asked. When you know the answer, being a good teammate means chiming in to get others up to speed.
• Take the time to celebrate wins - It's so easy for a team that is heads down to forget about all the great things they've accomplished. That's why we make it a priority to remind ourselves to create space to celebrate wins, big or small.

Job Summary:

The Senior Accountant is responsible for GAAP compliant accounting, ensuring compliance with regulatory requirements, and maintaining the integrity of the organization’s financial data. 

The role will support financial reporting, budgeting, and compliance processes while collaborating with cross-functional teams. The Senior Accountant will also contribute to process improvements and provide guidance to junior accounting staff.

Supervisory Responsibilities:

None

Duties/Responsibilities:

Sales Tax Reporting:

• Prepare, file, and reconcile sales and use tax returns across multiple jurisdictions.
• Research and ensure compliance with state and local sales tax regulations.
• Liaise with tax authorities to resolve discrepancies or inquiries.
• Reconciliations of Large Data Sets:
• Manage and reconcile large and complex data sets to ensure financial accuracy.
• Analyze discrepancies and resolve data variances in a timely manner.
• Collaborate with internal teams to streamline reconciliation processes.

Treasury Management:

• Monitor cash flow and maintain an accurate cash position report.
• Manage banking relationships, including cash management services and bank account reconciliations.
• Assist with debt compliance reporting and treasury-related audits.
• Financial Reporting and Analysis:
• Manage all general ledger transactions.
• Prepare monthly balance sheet reconciliations.
• Prepare and analyze monthly, quarterly, and annual financial statements.
• Assist in the preparation of budgets and forecasts.
• Provide variance analysis and actionable recommendations to management.

Compliance and Internal Controls:

• Ensure compliance with GAAP standards and company policies.
• Support the annual audit process by preparing necessary documentation and responding to auditor inquiries.
• Develop and maintain internal control procedures to safeguard company assets.

Industry-Specific Accounting:

• Apply knowledge of healthcare insurance and long-term care insurance to manage specific accounting tasks.
• Work with claims and policy data to ensure accurate financial reporting.

Team Collaboration:

• Support and mentor junior accountants and staff as needed.
• Collaborate with cross-functional teams to support company-wide initiatives.
• Other duties as assigned/necessary

Performance Metrics:

Accuracy and Timeliness of Financial Reporting:

• Deliver accurate monthly financial statements, reconciliations, and supporting schedules within 8 days of month-end.
• Maintain compliance with GAAP and regulatory requirements, with no significant errors or findings during audits.

Sales Tax Compliance:

• Scale sales tax accounting with growth of the company (including managing sales tax software).
• Ensure on-time filing and payment of sales and use tax returns with zero penalties or late fees.
• Accurately address and resolve any discrepancies or tax notices within 10 business days.

Reconciliation Accuracy and Efficiency:

• Complete all reconciliations of large and complex data sets with 99% accuracy and within 8 days of month-end.
• Identify and resolve variances promptly, ensuring all discrepancies are addressed within 8 business days.

Required Skills/Abilities:

• Proficiency in accounting software and advanced Excel skills.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and organizational skills.
• Must be 18 years of age or older

Education and Experience:

• Bachelor’s degree in Accounting or related field.
• 5 years of accounting experience.
• Experience with sales tax reporting, reconciliations of large data sets, and treasury management.
• CPA designation strongly preferred.
• Experience in healthcare or long-term care insurance industries is a plus!

Physical Requirements:

• Ability to remain at your designated workstation for the duration of the workday
• Constantly operates a computer and other office productivity machinery, such as a phone and Voice over Internet Protocol (VoIP).
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range (typically on a computer screen)
• This position offers the flexibility of remote work at approved locations within the United States. Candidates must have a reliable internet connection and a designated work environment conducive to professional phone calls and sensitive data. Enjoy the convenience and comfort of working remotely while contributing to our team's success.

The Helper Bees is committed to building a workplace where diversity, equity, and inclusion are valued and prioritized. We are an equal opportunity employer that welcomes all qualified applicants without discrimination based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any non-merit based or legally protected grounds.

The Helper Bees provides reasonable accommodations to qualified individuals with disabilities during the job application and interview process. To request accommodation, please let your recruiter know.

As part of our standard hiring process, selected candidates may be required to undergo a background check and/or drug screen. The Helper Bees adheres to applicable federal, state, and local laws regarding these screenings, and the results will be considered in accordance with applicable regulations.    

The Helper Bees was recently made aware of a fraudulent entity posing as our organization and requesting personal information. Please be aware of and protect yourself from scams. Visit our website to view all current job openings.