Staff Accountant

About the role

The ideal candidate will have at least 2 - 3 years of combined accounting/audit experience (can be in small or midsized public accounting firms) and will be responsible for managing various accounting functions, ensuring accuracy in financial reporting, and supporting month-end and year-end close processes; various management reporting; and various ad hoc responsibilities.

Responsibilities

• Prepare and review of monthly, quarterly, and annual financial statements
• Analyze financial data and provide insights to management
• Ensure compliance with GAAP/IFRS standards
• Aid in the preparation of management reports
• Manage general ledger accounts and perform account reconciliations
• Process journal entries and ensure accurate recording of transactions
• Maintain fixed asset register and calculate depreciation
• Review expense reports and vendor invoices
• Lead month-end and year-end closing processes
• Prepare and post-closing entries
• Ensure timely completion of all closing activities
• Coordinate with other family office team members to gather necessary information
• Audit & Compliance
• Assist with external audits
• Prepare audit schedules and supporting documentation
• Support tax preparation and planning activities
• Process Improvement
• Identify opportunities to streamline accounting processes
• Implement best practices and internal controls
• Assist in the development and documentation of accounting procedures

Qualifications & Skills

• Education & Certification: Bachelor's degree in Accounting, CPA candidate or pursuing CPA certification (preferred)
• Experience: 2 - 3 years combination of progressive accounting and auditing experience
• Technical Skills: Strong knowledge of GAAP principles, advanced proficiency in Microsoft Excel, experience with accounting software (QuickBooks, Archway, or similar), familiarity with ERP systems
• Core Competencies: Strong analytical and problem-solving skills, excellent attention to detail and accuracy, ability to manage multiple priorities and meet deadlines, strong communication skills (written and verbal), team player with ability to work independently

Company Benefits

• Competitive salary, annual performance-based bonus and stock grant
• 401(k) retirement plan with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits. 100% employer-paid medical premiums, with generous employer contributions to dental & vision plans as well.
• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
• Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
• Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverage
• Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
• Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees
• Education reimbursement and professional development opportunities
• Legal services, telehealth access, and voluntary insurance options
• Backup child and adult care support through Care.com
• Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options