Staff Accountant

namename·Remote(United States)
Finance
Adjust

WFA Digital Insight

As remote work reshapes the accounting landscape, professionals with expertise in managing multiple client engagements are in high demand. With the rise of online financial tools, companies are seeking skilled accountants who can navigate complex financial statements and provide precise support. In this context, name stands out for its robust in-house tax practice, and the Staff Accountant role offers a unique chance to work with a diverse portfolio of clients. Candidates should be prepared to showcase their technical skills, attention to detail, and ability to work independently. According to recent trends, demand for skilled accountants has grown significantly, with over 70% of companies planning to increase their accounting staff in the next year.

Job Description

About the Role

The Staff Accountant plays a pivotal role in managing monthly client accounting engagements, from start to finish, ensuring precision and autonomy in a fast-paced environment. This position is ideal for hands-on accounting professionals who thrive in production-focused settings and enjoy managing multiple client relationships. As part of a collaborative team, the Staff Accountant will have the opportunity to work with a diverse range of clients, providing support and guidance on financial matters.

The role is centered around full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance. The ideal candidate will have experience working within the tax/accounting space and supporting professional service businesses. With a strong understanding of general ledger accounting, reconciliations, and financial statement preparation, the Staff Accountant will be able to navigate complex financial data and provide accurate support to clients.

The team context is one of collaboration and mutual support, with a focus on delivering high-quality results and fostering long-term relationships with clients. The Staff Accountant will have the autonomy to manage their own workload and prioritize tasks, while also being part of a larger team that values precision, autonomy, and professional growth.

What You Will Do

  • Manage a portfolio of monthly bookkeeping and accounting clients, ensuring timely and accurate delivery of financial statements and support
  • Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance
  • Prepare and post adjusting journal entries and support month-end close processes
  • Prepare and finalize monthly financial statements, ensuring accuracy and attention to detail
  • Review work when applicable and ensure accuracy of account classifications and reporting
  • Communicate with clients as needed to gather documentation and clarify transactions
  • Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user
  • Take ownership of multiple client engagements, managing them from start to finish with precision and autonomy
  • Develop and maintain a strong understanding of client needs and preferences, tailoring support and guidance accordingly

What We Are Looking For

  • 5-7 years of accounting/bookkeeping experience, preferably within a tax, public accounting, or client accounting services environment
  • Strong understanding of general ledger accounting, reconciliations, adjusting journal entries, and financial statement preparation
  • Advanced proficiency in QuickBooks Desktop and QuickBooks Online required (power user level)
  • Experience working with professional service firms such as legal or medical practices preferred
  • Strong organizational skills with the ability to manage multiple client deadlines and prioritize tasks
  • Located in the Eastern time zone, with a strong work ethic and ability to work independently
  • Ability to communicate effectively with clients and team members, both written and verbal
  • Strong analytical and problem-solving skills, with attention to detail and ability to navigate complex financial data

Nice to Have

  • Experience with other accounting software and tools, such as Xero or Sage
  • Certification in accounting or a related field, such as CPA or CMA
  • Strong understanding of tax principles and regulations, with ability to apply knowledge in a practical setting
  • Experience working in a remote or distributed team environment, with ability to self-motivate and manage workload

Benefits and Perks

  • Competitive compensation package, with opportunities for growth and professional development
  • Comprehensive benefits package, including health, dental, and vision insurance
  • Paid Time Off (PTO) and holidays, with flexible scheduling and remote work options
  • Collaborative, team-oriented environment that values autonomy, precision, and professional growth
  • Opportunities for professional development and continuing education, with support for certification and training
  • Access to cutting-edge technology and tools, including QuickBooks Desktop and QuickBooks Online
  • Flexible and dynamic work environment, with a focus on work-life balance and employee well-being
  • Recognition and reward for outstanding performance, with opportunities for advancement and growth

How to Stand Out

  • Develop a strong proficiency in QuickBooks Desktop and QuickBooks Online, with ability to navigate complex financial data and provide accurate support to clients.
  • Showcase your technical skills and attention to detail, with ability to communicate effectively with clients and team members.
  • Highlight your experience working with professional service firms, such as legal or medical practices, and ability to tailor support and guidance to client needs.
  • Be prepared to discuss your experience with full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
  • Emphasize your ability to work independently and manage multiple client deadlines, with strong organizational skills and attention to detail.
  • Research the company and role thoroughly, with understanding of the team context and reporting structure.
  • Prepare examples of your work, including financial statements and support documentation, to showcase your skills and experience.

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