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Join our team to deliver high-touch bookkeeping and accounting services to a portfolio of advisory and tax clients. The Staff Accountant is responsible for maintaining accurate financial records, managing day-to-day accounting (AP/AR, payroll, reconciliations), supporting monthly/year-end close, and preparing financial reports. Success in this client-facing, multi-entity environment requires strong organizational skills, attention to detail, and proactive client communication.
Job Responsibility:
Manage general ledgers and reconcile financial transactions across multiple clients
Oversee AP/AR, payroll processing (Gusto or similar), and related filings
Perform monthly bank/credit card reconciliations
Support monthly and year-end close, ensuring complete, accurate financial data
Prepare monthly financial statements and audit-ready records
Communicate directly with clients to resolve issues and provide updates
Collaborate with internal tax/advisory teams
Requirements:
Associate’s degree in Accounting or related field preferred