Client Accounting Senior Associate - Winery Practice

Perkins & Co Portland , OR 97224

Posted 2 months ago

We have a nationwide workforce, with more than 1/4 of our team being fully remote from outside the Portland and Vancouver Metro area. However, given the nature of responsibilities in this role, preference will be given to local candidates who are located in the Pacific timezone and able to be onsite at clients periodically. Interviews will be held virtually in most cases.

Work whenever and wherever you want.

We don’t just accommodate remote work, we invite it, support it, and celebrate it. While the responsibilities of this role necessitate hiring someone located in the Pacific time zone and willing to travel to client locations in Oregon and Washington, we trust you to get your work done, whether you’re in person, hybrid, or fully remote.

A culture where flexibility and balance add up to success.

Our leadership team knows that public accounting is a demanding profession, which is the very reason for our ‘people-first’ culture. What works best for you works best for us.

Time off to recharge.

Empowering our staff with ample time off is central to how we operate and an important component to giving you the time you need to recharge. In addition to 4 weeks of PTO, enjoy 14.5 paid holidays and paid leave options, including parental leave.

A smart move for your career.

We’re looking for a Client Accounting Senior Associate to support our growing winery practice group. This person will leverage their wine experience and damn good accounting skills to provide strategic oversight and hands-on management in a small group of winery and other clients.

We’ll give you the tools and resources to do your best work and mentorship programs that go above and beyond standard training, including self-selected development courses and career coaches. Our open-door policy gives you easy access to leadership, and our “choose your own adventure” approach to career development allows you to grow your career the way you want. We invite you to focus on your passions, promote you when you’re ready, and celebrate each career milestone you experience with us.

What’s in it for you?

  • Great colleagues—work with smart, creative professionals who delight in rolling up sleeves and digging in to help client organizations achieve their full potential
  • Growth—opportunity for expanding your skills and knowledge within the position and there’s room for advancement
  • Participation in networking and learning opportunities such as Oregon Winegrowers Association, AICPA, OSCPA, and other professional organizations
  • Variety—the job includes diverse responsibilities and clients bring varying needs
  • Paperless, cloud-based environment; we’re committed to smart use of technology
  • Competitive salary and benefits
  • We have fun here!

Responsibilities.

This role will be varied and have a broad scope of responsibility, but if we were to narrow it down to six major categories, they would be:

  • Full proficiency in the areas of data entry for accounts payable, accounts receivable, and payroll issues related to recording into books as applicable to the engagement assigned
  • Analyzes financial statements to identify any errors or omissions
  • Fully researches issues and presents pertinent guidance in support of suggested alternatives
  • Seeks to provide “champion” knowledge or specialized technical knowledge in wine industry
  • Assists client and others in resolving problems related to systems or software
  • Help build team to help support the initiative to grow the CAS winery practice

What makes you a fit for this role?

  • Bachelor's degree (B. A.) in a related field from four-year College or university is required/preferred; or five or more years related experience and/or training in wine industry; or equivalent combination of education and experience. Experience in a large local/regional or national accounting firm is desirable.
  • Experience with maintaining client relationships in a professional services environment is preferred.
  • QuickBooks Online ProAdvisor Certification is required (or commitment to obtain within two months of employment); experience with QuickBooks desktop version also required
  • Advanced Microsoft Excel skills
  • Experience with the process of wine costing
  • Experience with one or more of the following wine industry software platforms is strongly preferred; InnoVint, Orderport, Commerce 7, VinTrace, WineDirect
  • Proactive, effective English verbal and written communication skills are required
  • Strong computer skills including database, spreadsheet, report writing, project management, graphics, word processing, presentation creation/editing, etc. is required
  • Must travel to client sites as needed (travel time is approximately 10% local travel; 5% out of market)
  • Experience in a large local/regional or national CPA firm is strongly preferred

Compensation and benefits:

  • Salary range is $76K-$101K annually, varying DOE. Compensation may be adjusted for those who live in areas with a higher cost of labor than Portland, OR
  • 401(k) profit sharing plan; immediate vesting of employer contributions
  • 14.5 paid holidays, generous paid time-off plan, parental leave
  • Incentive plan for sales leads

See our full list of benefits.

A company you’ll feel proud to be part of.

We don’t like to brag, but we have some significant accolades under our belt—all thanks to our passionate teams. At Perkins, we feel good about our work and love that our community feels good about it, too.

  • The largest women-owned accounting firm in Oregon & Clark and Skamania counties, WA.
  • 12th largest women-owned business in Oregon & Clark and Skamania counties, WA.
  • 3rd Most Diverse Accounting Firm in Portland Metro (Portland Business Journal)
  • Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated) 
  • #1 Most Admired Accounting firm in Oregon & SW Washington. 16 years on Oregon’s Most Admired Companies list (Portland Business Journal) 
  • America’s Best Tax and Accounting Firms (Forbes)
  • America’s Most Recommended Tax and Accounting Firms 2024 (USA Today)
  • We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing)
  • Best Accountant of Portland (Willamette Week reader’s poll)

Does Perkins sound like the perfect fit for you? We keep it simple: just submit your resume or LinkedIn profile—no tedious application form or cover letter required.

Perkins & Co is an Equal Opportunity Employer

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Client Accounting Senior Associate - Winery Practice

Perkins & Co