Certified Public Accountant - Staff Accountant

Position Overview

The ideal candidate will bring 3–4 years of accounting experience—preferably within an accounting firm or business-services environment—and will be responsible for performing comprehensive monthly accounting functions for a diverse portfolio of clients.

Educational Background

• Bachelor’s Degree in Accounting, Finance, or a related field required
• Master's Degree in Accounting or related field preferred
• CPA License (Active) preferred

Professional Experience

• Managing full-cycle accounting for 5 to 6 clients per month, including monthly, quarterly, and annual close processes.
• Recording financial transactions, posting entries, and maintaining a complete, organized set of business records.
• Preparing, self-reviewing, and finalizing financial statements, including balance sheets and income statements.
• Performing bank reconciliations, as well as reconciling sales tax, payroll tax, and 401(k) accounts.
• Completing adjusting journal entries to ensure accuracy and alignment with supporting documentation.
• Processing accounts payable, accounts receivable, vendor payments, payroll, and ad hoc checks with precision and confidentiality.
• Utilizing QuickBooks Online for day-to-day bookkeeping, payroll processing, and financial reporting.
• Monitoring financial activity and producing timely, accurate reports for internal review and client delivery.
• Collaborating effectively with other accountants and business professionals to support client needs and resolve discrepancies.
• Communicating proactively with clients regarding required documentation and deadlines to ensure smooth monthly bookkeeping workflows.
• Reporting to the Direct Supervisor and providing complete, accurate workpapers and financial packages for review.
• Upholding professional standards when interacting with clients, vendors, and internal teams while protecting sensitive information.

Core Competencies

• Technical Expertise: Full-cycle accounting, journal entries, reconciliations, financial statements, month/quarter/year-end close, GAAP compliance
• Software Proficiency: QuickBooks Online, Excel, ERP/accounting software, payroll and tax systems
• Analytical Skills: Budgeting, forecasting, variance analysis, financial data review, process improvement
• Communication: Client and team collaboration, reporting, explaining financial information to non-financial stakeholders
• Attention to Detail: Accurate transaction recording, error detection, organized record-keeping
• Ethics & Confidentiality: Handling sensitive financial data, compliance, professional integrity

Key Responsibilities

• Record financial transactions and complete the posting process.
• Works with 5 to 6 clients/ month.
• Reconcile sales taxes, payroll taxes, 401k, and bank accounts at the end of each month.
• Monitor financial transactions and reports.
• Enter Adjusting Journal Entries with Supporting Documentation
• Complete Financial Statements and Balance Sheet for 20-40 clients/month.
• Process accounts receivable and payable.
• Process vendor, payroll and other ad hoc checks.
• Understand general and subsidiary ledgers.
• Work with a team of accountants and business professionals when necessary.
• Maintain and record a complete and systematic set of business transactions.
• Reports to the accounting manager and provides all reports for review.
• Inform clients of important paperwork and documentation needed to complete monthly bookkeeping needs.
• Ability to close the books for the end of the month/quarter/annual

Qualifications:

• Bachelor’s degree in Accounting or Finance from an accredited four-year university required
• Master’s degree and/or CPA license preferred
• Professional demeanor in handling various stakeholders (clients, vendors, fellow employees, and other outside parties)
• Minimum 3-4 years of accounting experience, preferably within a business-services environment.
• Able to prepare, review and understand financial statements, balance sheet, and income statements.
• Knowledge of QuickBooks Online accounting software.
• Professional experience working with confidential and sensitive information.
• Excellent communication skills, both verbal and written.
• Attention to detail and accuracy of work.
• Experience managing business paperwork and accounting for a large company.
• Professional understanding of the best accounting strategies and advanced computer skills (including excel and other Microsoft products)

• We are a work to life balanced company and offer a competitive compensation package for our Team!