Staff Accountant

Overview

This role supports month-end/year-end accounting operations and revenue/expense processing across the general ledger, accounts receivable, accounts payable, and compliance activities. The ideal candidate has 2–4 years of accounting experience, strong attention to detail, and a continuous improvement mindset, including comfort working with accounting and billing systems.

Responsibilities

General Ledger & Bookkeeping

• Record journal entries
• Maintain the general ledger
• Reconcile bank, credit card, and balance sheet accounts each month

Accounts Receivable & Revenue Support

• Prepare customer invoices
• Apply payments
• Manage collections
• Keep deferred revenue schedules up to date
• Prepare RevOps reporting

Accounts Payable & Expense Management

• Process vendor invoices and payments
• Manage the company credit card workflow
• Review employee expenses for policy compliance
• Maintain vendor records, including 1099 tracking

Month-End & Year-End Close

• Prepare accruals, prepaids, deferrals, and COGS entries
• Complete account reconciliations
• Support monthly, quarterly, and annual financial statements

Cash Management

• Track daily cash activity
• Reconcile cash accounts

Salesforce & Systems

• Maintain customer records, contracts, and commission data in Salesforce
• Keep billing and accounting systems in sync

Compliance

• Prepare and file sales tax returns
• Monitor payroll tax filings
• Maintain state filings and registrations

Audit & Tax Support

• Prepare schedules and supporting documents for the annual audit, tax returns, and external reporting

Records & Organization

• Process mail
• Organize files
• Keep accounting records complete and audit-ready

Other Projects

• Take on additional tasks and projects as needed

Requirements

• 2–4 years of accounting experience; SaaS or subscription business experience preferred
• Working knowledge of GAAP, including accrual accounting and revenue recognition (ASC 606)
• Experience with QuickBooks Online or a similar accounting system
• Strong Excel skills and attention to detail
• Organized, dependable, and comfortable owning recurring deadlines

Preferred Qualifications

• Salesforce experience

Compensation & Benefits

Not specified in the provided job description.

Location

Not specified in the provided job description.