Staff Accountant

About the role

The Staff Accountant plays a crucial role in the accounting department of a CPA firm, focusing on the preparation of financial statements, reconciliation of accounts, and compliance with regulatory standards.

Responsibilities and Duties

• Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports.
• Establish records of accounts and input entries into proper accounts.
• Document and ensure proper keeping of financial records using current technologies.
• Apply advanced knowledge to manage and monitor accounting procedures for compliance with Sarbanes-Oxley and coordinate external audit requirements.
• Prepare month-end journal entries and assist in compilation of financial statements, reconcile bank statements and general ledgers.
• Perform a crucial, first-line role in the audit process, working independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy.
• Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries.
• Record journal entries to reconcile balance sheet accounts to supporting documents.
• Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099.
• Work independently with clients as needed to facilitate completion of financial statements.
• Responsible for multiple clients; organize supporting documents; ensure timely financial reports for clients and planning teams while meeting all department production goals.

Job requirements

• Education and Experience: Bachelor’s Degree from a regionally accredited institution required; 2-5 years of experience in accounting field required; multi-client CPA firm experience required; experience with Xero accounting software preferred; proficient in Microsoft Word and Excel; act as a team player and demonstrate a positive attitude.
• Travel: No travel is expected for this position.