Staff Accountant

Department: Client Accounting Services (CAS)
Reports to: Account Manager
Location: 100% Remote (U.S.-based required)
Compensation: Commensurate with experience
Benefits: 401(k), PTO, sick time, and major holidays off
Probationary Period: 90 days

Role Summary

Join our dynamic team and gain exposure to diverse accounting challenges across multiple industries. You'll support various clients by handling essential accounting functions including AP/AR, reconciliations, and month-end close processes while delivering responsive, high-quality service. This role offers excellent learning opportunities as duties vary based on client needs, giving you broad experience in different business models and accounting scenarios.

We're committed to training our accountants to grow and advance within the organization based on individual performance, learning pace, and accuracy.

We're seeking someone eager to expand their accounting knowledge, open to coaching, willing to learn new software platforms, and excited to grow with our organization.

Key Responsibilities

Core Accounting & Close

• Code and post transactions; perform monthly reconciliations for bank, credit card, and loan accounts
• Manage accounts payable and receivable: process vendor bills, execute payment runs, and handle client invoicing
• Prepare and post journal entries with accuracy and attention to detail
• Prepare draft financial statements (P&L, Balance Sheet, Cash Flow) with supporting schedules
• Assist with payroll entries and reconcile payroll-related liabilities
• Maintain organized, audit-ready workpapers and follow established firm procedures
• Prepare year-end financial statements
• Prepare and process year-end 1099 forms

Client Support & Communication

• Provide proactive status updates and timely responses to information requests
• Participate in client calls as needed; document action items and ensure follow-through
• Identify and escalate inconsistencies, cash flow issues, or timeline risks early
• Build positive working relationships with diverse client base

Process Improvement & Technology

• Work daily in QuickBooks Online plus integrated tools like Bill.com, Ramp, and Dext/Expensify
• Document simple procedures and process walkthroughs using tools like Avoma
• Suggest practical efficiency improvements when opportunities arise
• Adapt quickly to new software platforms as client needs evolve

Additional Responsibilities

• Support special projects and process improvements as assigned
• Collaborate with team members on cross-client initiatives
• Assist with training new team members as you develop expertise

Qualifications

Required

• Bachelor's or Associates degree in Accounting, Finance, or related field; OR 1-3 years of accounting/bookkeeping experience (public accounting, client accounting services, or corporate environment)
• Basic to intermediate QuickBooks Online experience
• Fundamental knowledge of month-end close processes
• Basic Excel/Google Sheets skills (formulas, formatting)
• Understanding of basic GAAP principles with eagerness to continue learning
• Ability to manage multiple client deadlines simultaneously
• Strong attention to detail and commitment to accuracy
• Excellent written and verbal communication skills
• Willingness to learn new software platforms and adapt to different client systems

Preferred

• Experience with diverse industries such as restaurants, manufacturing, financial services, retail/apparel
• Familiarity with AP automation tools, expense management software, or project management platforms
• Intermediate Excel skills (pivot tables, vlookup, data analysis)
• Previous experience in a client service environment

What Success Looks Like

• Consistently deliver accurate, on-time month-end close and reconciliations
• Receive positive feedback on responsiveness and collaborative teamwork
• Demonstrate efficient use of technology and standard operating procedures with minimal rework
• Actively contribute to team success with a helpful, solution-oriented attitude
• Show continuous improvement in technical skills and client relationship management

Core Competencies

• Detail-oriented: Commitment to accuracy in all work products
• Dependable: Reliable team member who meets deadlines consistently
• Coachable: Open to feedback and continuous learning
• Communicative: Able to work effectively within accounting team and with clients
• Organized: Strong multitasking and prioritization skills
• Team-focused: "How can I help?" mindset with commitment to collective success
• Service-excellence: Dedicated to delivering exceptional client service