About Us

Smith Leonard is a growth-minded, regional CPA firm with offices in High Point, Winston-Salem, and Lexington, NC. We’ve discovered that public accounting is not a one-size fits all proposition. Different firms offer varying experiences, culture and work environment. Smith Leonard is proud to be a firm that offers an approachable, yet professional culture with great work/life balance, including remote or virtual options and 1/2 day Fridays in the summer.

We are consistently rated one of the “Best Firms to Work For” by Accounting Today in their annual employee survey and are one of their 2021 Top Regional Firms. Our team is empowered and energized by the autonomy of local decision-making and community impact, but our affiliation as a BDO Alliance firm gives us access to scalability and far superior technical resources than you would expect from a firm that can also provide top-notch local customer service. Our daily work benefits include flexible schedules and “dress for your day” every day (Jeans!). We've been offering remote and hybrid flexibility long before it was the cool thing to do. We offer a casual, approachable environment for our team while delivering professional-level service to our clients and community.

Smith Leonard offers a competitive compensation and benefits package, an excellent learning environment, and an appreciation for work-life balance. The benefits package includes health insurance (one option is 100% employer paid!), dental, vision, disability, life insurance, holiday and PTO pay, Thank You Days, Annual Day of Service (company Volunteer Day), and 401K with a generous company contribution.

Position summary:

The ideal Client Accounting Services (CAS) Associate: Bookkeeper must be extremely organized with strong ownership and leadership skills to effectively manage multiple client projects and meet deadlines while maintaining and ensuring quality work product. This role requires a self-starter, an individual who is savvy with the latest technology, detail-oriented, and client service driven. Tax preparation experience is not a requirement of this role, however, the firm will provide training for those displaying the interest and desire to learn.

Work Location and hours:

This position can be a combination of working remotely and in office at either our High Point or Lexington location. We promote working where you are most efficient! This role may require some overtime, particularly during the tax busy season.

CAS Bookkeeper Job Responsibilities

• Provide accounting and advisory services to Smith Leonard clients
• Maintain an accurate record of client’s financial transactions by performing bookkeeping and accounting services under the direction of a CPA
• Prepare and file client’s tax compliance forms, including payroll tax, sales & use tax, property tax
• Look for opportunities to provide additional value to clients by proposing other firm services
• Collaborate on special projects for clients, as needed
• Evaluate processes and procedures, and recommend improvements

Skills and Abilities

• Strong research capabilities
• Excellent verbal and written communication skills
• High attention to detail, organization, and professionalism
• Energetic, adaptable team member capable of consistent initiative in a fast-paced work environment
• Excellent decision making and judgement, seeks advice of appropriate supervisor regarding issues related to compliance

Education and Experience

• BS or Associates degree in accounting, or significant related work experience
• Experience working with QuickBooks online and/or desktop, and exposure to other accounting software platforms such as Bill.com, Expensify, and Gusto
• At least 1-3 years of public accounting experience highly preferred
• Proficient in Microsoft Office Products – Excel, Word, Outlook
• Knowledge of CS Professional Suite or other related applications a plus
• CPA or EA certification a plus

About Client Accounting Services:

At Smith Leonard we take pride in our ability to serve clients both big and small and know that aligning with the right advisors and making smart business choices help pave the way for growth. Client Accounting Services (CAS) is the fastest growing segment of our business. We are proud to offer the following services:

• Payroll services, including payroll reporting, W2s and 1099s
• Bookkeeping services, including solutions for bill pay and providing bookkeeping safeguards
• Compilations on a monthly, quarterly, or annual basis
• Forecasting
• Assistance with banking and insurance relationships
• Tax services for businesses and individuals, including corporate, personal, gift, estate, trust, and investment partnerships
• Insurance guidance through a bid and/or maintenance process to include health, workers compensation, liability, and property
• Rent rolls and delinquency reports
• Planning for acquisitions, dispositions, mergers, succession, gifting, and estate purposes
• Sales and property tax
• Contractor’s licenses
• Board or management meeting services, including scheduling and attending meetings, presenting financial information, and providing meeting follow up