Staff Accountant

Job Description

Staff Accountant

Position Summary

Joyful Jobs is recruiting a staff accountant on behalf of Bottom Line Tax, Accounting, & Business Services. This position reports to the Accounting Director/Team Leader of a full-service public accounting firm as a member of the Business Advisory Team, which specializes in small business startups, CFO/concierge advisory services, accounting, payroll and payroll tax reporting services, and income tax planning and preparation. The ideal candidate will provide accounting services and support the firm’s Business Advisors with the provision of strategic advice that impacts customer deliverables and the bottom line. This individual will be capable of designing accounting systems and financial reporting structures for a wide range of small business enterprises, bookkeeping, analyzing business performance, and interacting with clients. This individual must be skilled in using QuickBooks, Microsoft Office, and income tax software. They must be experienced in income tax planning and preparation for individuals and entities. Must be comfortable in a team environment, be goaled oriented, highly organized, detail-oriented, accurate and proactive. 

Must be comfortable working alongside business owners and their teams.

Duties

• Establish and maintain the accounting systems of small business clients. This includes maintenance of the chart of accounts, financial report formats and databases.
• Prepare periodic Performance Impact Reports, which include an executive summary, Key Performance Indicators, budget and trend causal analysis, financial statements, income tax projections, and recommendations for improved performance and corrective actions and tracking results. 
• Prepare personal and entity income tax returns. 
• Coordinate entry of sales and cash receipts, purchase invoices and payments, payroll transactions, and bank statement reconciliations with bookkeeping team members. 
• Prepare journal entries.
• Monitor payroll processing and prepare all required payroll tax reports.
• Instruct clients in the use of QuickBooks and assist them in the resolution of software problems.
• Maintain budget information and prepare forecasts as required.
• Prepare Excel spreadsheets, Word documents and Power Point presentations. 
• Maintain the Client Work-In-Progress Status Report, logging in all incoming work and checking off work elements as they are completed. 
• Maintain excellent client relations, responding promptly to communications and keeping clients informed of issues and the like.
• Enter client time and billing information into QuickBooks and maintain and be accountable for budget to actual hour performance for clients assigned to you. 
• Perform any other duties as assigned by the Accounting Services Director.

Required Skills and Qualifications

• Minimum of five years income tax planning and preparation experience.
• Minimum of bachelor’s degree in Accounting or Business Administration.
• Must be able to work well with others in a team environment.
• Ability to set up small business accounting systems.
• Must be able to maintain client reporting schedules.  
• Must be accurate and quick, while paying close attention to details.
• ProAdvisor Certification preferred.
• Proficient in QuickBooks, Online & Desktop.
• Proficiency in Microsoft Office, Excel, Word, and Power Point. 
• Must have excellent customer service skills. 
• Must have excellent verbal and written communication skills.
• Bilingual in Spanish is a significant plus.
• Preferred: EA/CPA credential.

Compensation/Benefits

• Compensation range: $50,000-85,000
• Stakeholder potential
• Health Insurance, Vision, and Dental Plans
• One hundred twenty PTO hours annually
• Nine paid holidays
• Costco Membership
• Team and individual performance bonus opportunities throughout the year
• One paid professional membership ($400 annual limit)
• Opportunity to work remotely with approval.

Additional Information

All your information will be kept confidential according to EEO guidelines.