Accounting Associate with 1099 Expertise

Join Aprio’s Outsourcing team as an Accounting Associate with 1099 expertise. This role will support the day-to-day accounting needs of an assigned client portfolio while assisting accounting teams and clients with 1099 preparation, and filing during 1099 season.

Position Responsibilities:

• 1099 Tasks

  • Review vendor and general ledger activity to identify 1099-eligible payments and vendors, and update related records in QuickBooks Online, Xero, and/or NetSuite as needed.
  • Communicate with clients and vendors to obtain W-9s and other required information and resolve 1099-related questions or discrepancies.
  • Support the preparation, review, and filing of 1099 forms using Avalara (Track 1099) and assist accounting teams with 1099-related matters.
  • Maintain accurate 1099 work papers and documentation while managing multiple clients and filing deadlines.

  Accounting Tasks

  • Perform day-to-day bookkeeping, including bank and credit card transactions, coding, accounts payable, accounts receivable, and other accounting tasks for assigned clients.
  • Process bills and receipts through platforms such as Bill.com, Dext, and other client-specific applications, including appropriate GL coding, classes, descriptions, and approvals.
  • Record payroll entries and perform monthly or quarterly reconciliations, update workpapers, and closing entries.
  • Assist with monthly or quarterly financial statement preparation, including flux analysis.
  • Support Senior Accountants, Managers, and clients with accounting requests, open items, and issue resolution.
  • Maintain process documentation, assist with process improvements, and perform self-review to ensure accuracy and completeness.
  • Manage multiple clients and priorities while maintaining timely, accurate, and high-quality work.

Qualifications:

• Bachelor’s degree in Accounting, or any accounting-related field required. CPA license or eligibility is an advantage.
• Minimum of 3 years of accounting experience, preferably in a BPO/outsourcing environment. Experience working with US Professional Services clients is preferred.
• 1099 preparation and filing experience is required.
• Experience with QuickBooks Online, Xero, and any 1099 software is required. NetSuite are Avalara (Track 1099) experience is an advantage.
• Strong understanding of accounting fundamentals, including reconciliations, and financial statements.
• Excellent analytical, problem-solving, written, and verbal communication skills.
• Strong Excel skills and ability to develop formulas to support accounting and review processes.
• Ability to manage multiple clients, deadlines, and shifting priorities independently and effectively.
• Adaptable, resourceful, detail-oriented, and able to learn new technologies and processes quickly.
• Able to work on a hybrid work setup