Accounting Analyst

• Manage day-to-day bookkeeping activities and complete full-cycle accounting work for a portfolio of client accounts
• Support the preparation of business and individual tax filings by organizing financial data and assisting with related documentation
• Produce monthly financial statements and deliver timely reporting packages to support client needs
• Review cash activity, monitor account balances, and perform detailed analyses to help maintain financial accuracy
• Reconcile bank and general ledger accounts while ensuring records remain complete, organized, and up to date
• Use QuickBooks Online and other digital accounting platforms to maintain client information and improve workflow efficiency
• Work closely with internal staff and leadership to coordinate deadlines and complete high-quality client deliverables
• Adapt to evolving tools, software, and AI-enabled processes as the firm continues to refine its service model

• At least 2 years of experience in bookkeeping, accounting support, or tax-related work
• Practical understanding of accounting fundamentals, including reconciliations, journal entries, accounts payable, and accounts receivable
• Experience using QuickBooks, with strong preference for QuickBooks Online proficiency
• Familiarity with business and/or individual tax concepts and the ability to assist with return preparation processes
• Strong analytical skills with a high level of accuracy and attention to detail
• Confidence learning new software applications and using technology to complete accounting tasks efficiently
• Proficiency in Excel, including the use of formulas for financial tracking and analysis

Experience with Drake Tax software is helpful but not required

• Medical, vision, dental, and life and disability insurance
• 401(k) plan
• Free online training