Staff Accountant

Help Build Financial Confidence Behind the ScenesJoin a fast-growing, client-focused financial services organization that supports more than 2,500 clients on their path toward financial freedom and long-term success. With a collaborative team, proven processes, and a commitment to operational excellence, this is an opportunity to make a meaningful impact while growing your accounting career in a stable, high-performing environment.We’re seeking a detail-oriented and proactive Junior / Staff Accountant who enjoys working across core accounting functions, improving processes, and keeping financial operations running smoothly. If you thrive in an organized, fast-paced environment and want exposure to a broad range of accounting responsibilities, this role offers strong growth potential and hands-on experience.What You’ll DoProcess accounts payable and accounts receivable transactions with accuracy and timelinessCode invoices, manage payment processing, and record incoming paymentsReview and process employee expense reimbursementsMaintain and update the general ledger within accounting systems, including QuickBooksPerform monthly bank reconciliations and resolve discrepanciesAssist with month-end close activities, journal entries, and financial reportingPrepare financial reports including P&L statements, balance sheets, and AP/AR aging reportsMonitor transactions for inconsistencies, errors, or potential fraud risksMaintain organized financial records and documentationSupport vendor management activities, including W-9 maintenance and issue resolutionAssist with payroll processing and related reporting as neededHelp prepare documentation for audits, tax filings, and year-end closeIdentify opportunities to streamline workflows and improve accounting processesSupport special projects and ad hoc accounting tasks as assignedWhat We’re Looking ForRequired Qualifications2–4 years of accounting or bookkeeping experienceExperience using accounting software, preferably QuickBooksStrong Microsoft Excel skillsSolid understanding of basic accounting principles and GAAPExcellent attention to detail and organizational skillsAbility to manage multiple priorities and meet deadlinesStrong communication skills and a proactive, solution-oriented mindsetPreferred QualificationsBachelor’s degree in Accounting or a related fieldExperience working in a small to mid-sized business environmentWhy Join?Be part of a mission-driven organization helping clients achieve their ideal financial lifeGain broad exposure across accounting and financial operationsWork alongside a collaborative, supportive teamOpportunity to contribute ideas, improve processes, and grow professionallyStable, growing organization with a strong reputation and established client baseIf you’re looking for an opportunity where your work directly supports operational excellence and long-term growth, we’d love to hear from you.