Staff Accountant

Position OverviewThe ideal candidate will bring 3–4 years of accounting experience—preferably within an accounting firm or business-services environment—and will be responsible for performing comprehensive monthly accounting functions for a diverse portfolio of clients.Educational BackgroundBachelor’s Degree in Accounting, Finance, or a related field required.Master's Degree in Accounting or related field preferredCPA License (Active) required.Professional ExperienceManaging full-cycle accounting for 20–40 clients per month, including monthly, quarterly, and annual close processes.Recording financial transactions, posting entries, and maintaining a complete, organized set of business records.Preparing, reviewing, and finalizing financial statements, including balance sheets and income statements.Performing bank reconciliations, as well as reconciling sales tax, payroll tax, and 401(k) accounts.Completing adjusting journal entries to ensure accuracy and alignment with supporting documentation.Processing accounts payable, accounts receivable, vendor payments, payroll, and ad hoc checks with precision and confidentiality.Utilizing QuickBooks and QuickBooks Online for day-to-day bookkeeping, payroll processing, and financial reporting.Monitoring financial activity and producing timely, accurate reports for internal review and client delivery.Collaborating effectively with other accountants and business professionals to support client needs and resolve discrepancies.Communicating proactively with clients regarding required documentation and deadlines to ensure smooth monthly bookkeeping workflows.Reporting to the Accounting Manager and providing complete, accurate workpapers and financial packages for review.Upholding professional standards when interacting with clients, vendors, and internal teams while protecting sensitive information.Core CompetenciesTechnical Expertise: Full-cycle accounting, journal entries, reconciliations, financial statements, month/quarter/year-end close, GAAP complianceSoftware Proficiency: QuickBooks/QuickBooks Online, Excel, ERP/accounting software, payroll and tax systemsAnalytical Skills: Budgeting, forecasting, variance analysis, financial data review, process improvementCommunication: Client and team collaboration, reporting, explaining financial information to non-financial stakeholdersAttention to Detail: Accurate transaction recording, error detection, organized record-keepingEthics & Confidentiality: Handling sensitive financial data, compliance, professional integrityKey ResponsibilitiesRecord financial transactions and complete the posting process.Works with 20-40 clients/ month.Reconcile sales taxes, payroll taxes, 401k, and bank accounts at the end of each month.Monitor financial transactions and reports.Adjusting Journal EntriesComplete Financial Statements and Balance Sheet for 20-40 clients/month.Process accounts receivable and payable.Process vendor, payroll and other ad hoc checks.Understand general and subsidiary ledgers.Work with a team of accountants and business professionals when necessary.Handle monthly payroll using accounting software.Maintain and record a complete and systematic set of business transactions.Reports to the accounting manager and provides all reports for review.Inform clients of important paperwork and documentation needed to complete monthly bookkeeping needs.Ability to close the books for the end of the month/quarter/annualQualifications:Bachelors Degree in Accounting/Finance from an accredited 4-year University required.VALID CPA LicenseProfessional demeanor in handling various stakeholders (clients, vendors, fellow employees, and other outside parties)Minimum 3-4 years of accounting experience, preferably within a business-services environment.Able to prepare, review and understand financial statements, balance sheet, and income statements.Knowledge of QuickBooks and Quickbooks Online accounting software.Professional experience working with confidential and sensitive information.Excellent communication skills, both verbal and written.Attention to detail and accuracy of work.Experience managing business paperwork and accounting for a large company.Professional understanding of the best accounting strategies and advanced computer skills (including excel and other Microsoft products)We are a work to life balanced company and offer a competitive compensation package for our Team!