Staff Accountant II

Overview

A growing Charlotte-based CPA firm is seeking a Staff Accountant II to support privately held small- and mid-sized businesses. In this role, you will assist with accounting, tax, and financial reporting while working alongside experienced professionals through mentorship, ongoing training, and clear opportunities for career growth.

Responsibilities

• Provide client accounting services (quarterly or monthly outsourced controllership-type assistance and consulting) to clients’ accounting teams or office managers.
• Oversee and review general ledger reconciliations; prepare and/or review client journal entries.
• Prepare and/or review fixed asset listings for depreciation and gain/loss on sales.
• Prepare and/or review the month-end close process.
• Prepare and/or review bank and credit card reconciliations; troubleshoot issues as needed.
• Prepare and/or review prepaid and accrual schedules.
• Reconcile, review, and post monthly payroll entries.
• Prepare and/or review annual 1099 forms and annual/quarterly payroll tax returns.
• Prepare and/or review business personal property tax returns.
• Prepare income tax returns for small businesses and their owners.
• Prepare and/or review compiled GAAP and income tax basis financial statements.
• Analyze financial results and make recommendations to client management.
• Coordinate multiple service deliverables with the client manager and set timelines for accounting, attest, and tax compliance as a holistic service provider.
• Opportunity to focus on an interest area (CAS, audit, tax).

Requirements

• 2+ years of relevant experience, specifically external client-facing services.
• Intermediate to advanced Excel skills, including pivot tables and VLOOKUP.
• Experience with various versions of QuickBooks Desktop and Online.
• Excellent attention to detail and high accuracy.
• Ability to prioritize effectively and meet tight monthly deadlines.
• Strong judgment and ability to escalate issues to the manager or senior on a client account.
• Motivated to advise a variety of business clients with varying skill levels.

Preferred Qualifications

• Licensed CPA or eligible to sit for the CPA exam.
• Knowledge of federal and state payroll tax requirements.
• Experience with business clients $1–$15+ million in revenue.
• Industry knowledge for construction/contractors, real estate, and/or professional services.

Compensation & Benefits

• Salary range: $65,000.00–$80,000.00 annually, commensurate with experience and qualifications.
• Total rewards include base salary and benefits.

Benefits provided include:

• Health, dental, and vision insurance (options for fully paid employee-only coverage for health and dental)
• Company-paid life and long-term & short-term disability insurance
• Ancillary benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Location

Charlotte-based.