Overview
A growing organization is seeking a Senior Staff Accountant to manage a portfolio of client accounts, lead complex accounting projects, and support the development of junior staff. This role involves providing expert financial reporting, client bookkeeping, process improvements, and mentoring, while maintaining high standards of client service.
Responsibilities
- Supervise and mentor accounting staff, overseeing daily workflows and ensuring deliverables meet internal standards.
- Review client financials prepared by team members for accuracy and compliance before submission and billing.
- Perform advanced accounting tasks including QuickBooks Online (QBO) cleanups, system setups, and complex reconciliations.
- Lead and participate in training and onboarding for accounting staff, identifying skill gaps and building team capabilities.
- Maintain and track client service agreements to ensure fees and services are properly aligned.
- Collaborate on the development and refinement of internal accounting procedures and documentation.
- Monitor accounting key performance indicators (KPIs), such as utilization and realization rates, adjusting workload as needed.
- Stay current on changes to GAAP, tax codes, and industry regulations through ongoing professional development.
- Participate in recurring team meetings to align on goals, priorities, and process improvements.
- Perform other related duties as assigned to support team and organizational objectives.
Requirements
- High school diploma or equivalent required; bachelor's degree in accounting, finance, or related field strongly preferred.
- Three to five years of accounting experience with demonstrated expertise in bookkeeping and financial reporting.
- Experience with QuickBooks Online (QBO) required; public accounting experience preferred.
- QBO Level 2 Bookkeeper certification required; candidates must obtain certification within 60 days of employment if not currently certified.
- Proficiency with accounting software and Microsoft Office Suite; ability to quickly adapt to new systems.
- Exceptional organizational skills, attention to detail, and ability to manage time effectively in a fast-paced environment.
Preferred Qualifications
- Strong leadership and mentoring skills with the ability to guide and support team members.
- Strategic thinker capable of analyzing complex financial data and providing data-driven recommendations.
- Excellent communication skills to clearly convey complex financial information to clients and team members.
- High level of professionalism and confidentiality in all interactions.
- Ability to maintain composure and focus in high-pressure situations.
Compensation & Benefits
- Bonus opportunities
- Stock options aligning rewards with company success
- Generous time off allowance including holiday, vacation, and sick time, exceeding industry standards
- Paid parental leave
- Comprehensive employee benefits package
- 401(k) program with company matching
- Paid volunteer days
- Educational and personal growth reimbursement
Location
This is a remote position with hybrid eligibility for candidates located near a local office.