Staff Accountant – Client Accounting Services
Job Description: Demonstrates the ability to code transactions to the appropriate accounts with a good understanding of capitalizing assets and recording expenses.Reconciles client bank accounts including credit cards and investment accounts utilizing QuickBooks Online or applicable software.Demonstrates proficiency in all aspects of Accounts Payable including entering vendor bills and preparing/processing vendor payments.Demonstrates proficiency in all aspects of Accounts Receivable including entering client invoices, recording payments, and deposits.Prepares and enters journal entries in the client file.Demonstrates proficiency in the preparation and processing of client payroll, including making EFTPS tax payments and annual forms W-2, W-3, 1099 and 1096.Demonstrates proficiency in preparing and processing payroll tax returns (forms 940, 941, 944, and TWC) through various software applications.Successfully trains clients in QuickBooks Online usage and basic best practices regarding maintaining their books.Demonstrates proficiency in the preparation of Forms 1099 NEC and MISC.Allocates client income and expenses using class tracking and/or job costing features.Demonstrates proficiency in Microsoft Excel, including creating and maintaining spreadsheets to calculate allocations of various client expenses.Demonstrates accuracy in preparing workpapers for review.Communicates with clients about their books and gathers any missing information.Reviews accounting files prepared by clients to make ready for tax preparation and make journal entries as needed.Develops proficiency in the preparation of Business Personal Property Tax Renditions.Demonstrates the ability to work accurately, efficiently, and within budget while organizing, scheduling, and prioritizing work involving multiple assignments.Assists with departmental training and the documentation of processes.Demonstrates the ability to positively portray the Firm's vision and mission through community involvement.Requirements: Bachelor's Degree in Accounting or related discipline (four year college or university) or Accounting CertificateTwo to four years related experience. Public Accounting experience is a plus.Proficiency with a Microsoft 365 environment, keyboard, mouse, multiple monitors, laptop computers, copiers, scanners, and printers.Proficiency in Microsoft Office/365 Applications, including Outlook, Word, Excel, Sharepoint, OneDrive, and Teams.Quickbooks, CCHAxcess, IDEA, CCH Document, Adobe, Depreciation Solutions, and CasewareBenefits: Competitive Compensation and Bonus ProgramsRemote/Hybrid EligibleMedical, Dental, & Vision Insurance and HSA/FSALife Insurance, Short-Term Disability, and Long-Term Disability401(k) Retirement PlanPaid Time Off, Holidays, and Summer FridaysProfessional & Personal Development ProgramsCommunity Service Opportunities