Staff Accountant - Essentials

Overview

Reporting to the Accounting Manager, this Staff Accountant role is responsible for monthly accounting activities, including bank reconciliation, general ledger work, and preparation of a balance sheet and income statement for a growing CPA firm serving national clientele.

Responsibilities

• Exercise discretion and authority in preparing accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to departmental standards
• Establish records of accounts and input entries into the proper accounts
• Document and maintain financial records using current technologies
• Prepare month-end journal entries and assist in compiling financial statements; reconcile bank statements and general ledgers
• Independently complete monthly account reconciliations for balance sheet accounts, including capital projects in progress accounts and miscellaneous revenue accounts
• Perform first-line monthly accounting services
• Prepare monthly and quarterly financial statements, including reconciliations of bank and credit card accounts; review the general ledger for accuracy
• Prepare after-the-fact payroll summaries and record journal entries with discretion and authority
• Record journal entries to reconcile balance sheet accounts to supporting documents
• Ensure compliance with all laws and regulations related to year-end Forms 1096 & 1099
• Work independently with clients as needed to facilitate completion of financial statements
• Manage multiple clients by organizing supporting documentation and ensuring timely financial reports for clients and planning teams while meeting all departmental production goals

Requirements

• 2–5 years of experience in the accounting field required
• Bachelor’s Degree from a regionally accredited institution preferred
• Multi-client CPA firm experience preferred
• QuickBooks software experience preferred
• Proficient in Microsoft Word and Excel
• Demonstrates a positive attitude and works well as a team player

Travel

• No travel expected for this position

Work Environment and Physical Demands

• Professional office setting
• Routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines
• Largely sedentary role; some filing may be required

Position Type and Expected Hours of Work

• Full-time, exempt position
• Monday through Friday, 8:00 a.m. to 5:00 p.m.
• Some flexibility in hours allowed based on management’s approval
• Ability to work remotely allowed based on management’s approval

Compensation & Benefits

Compensation

• $65,000.00 to $78,000.00 USD (minimum to maximum)

Benefits

• Heavily subsidized medical insurance options
• Generous employer HSA contributions
• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and Vision plans
• Unlimited PTO
• Organization-paid holidays, including an extended Winter Break
• Safe Harbor 401k Plan
• Employer-paid professional dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and Paid Parental Leave
• Subsidized fitness programs

Additional Information

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.