Staff Accountant - CAS

The Accountant maintains accurate financial records and reporting, ensuring thorough bookkeeping and reconciliation of bank accounts on a monthly basis. This role supports the Senior Accountant and Client Service Managers by performing essential financial functions, including transaction processing and month-end close procedures. Additionally, the Accountant focuses on delivering timely and precise financial statements to clients, while also playing a vital role in payroll and general accounting tasks to ensure compliance. Success Factors Responsibilities Execute comprehensive month-end accounting tasks, including revenue, inventory adjustments, and depreciation, ensuring accurate financial reportingCode bank and credit card activity while maintaining open communication with clients for inquiriesAnalyze financial statements and make necessary adjustments for financial presentations during month-end close meetingsManage accounts payable and receivable, including invoice processing, payment tracking, and maintaining vendor and customer relationshipsConduct efficient bill payments and maintain records using Bill and similar systemsOversee payroll processing, from recording entries and accruals to ensuring tax compliance and timely filingsWork with various client systems to ensure seamless integration with the accounting softwareAdhere to strict processing and reporting deadlines to maintain consistent financial reporting cadenceParticipate in and contribute to the development and improvement of financial systems and processesSupport special projects and perform additional assignments to meet organizational and client needsAny other duty as needed to drive to the vison, fulfill the mission, and abide by the values of RKL Virtual Management Solutions People Management and Relationships Contribute to a collaborative team environment by actively seeking opportunities to assist team membersBuild loyalty and trust within the team through consistent, reliable actions and integrityCommunicate proactively and clearly about the status and issues of tasks to all relevant team membersTake responsibility for the completion and quality of assigned work, while being receptive to feedback and open to new ideas for personal and professional growth Business Growth Demonstrate an understanding of RKL's business model, service lines, and competitive landscapeLeverage knowledge of client service capabilities to contribute to the firm's growth and client satisfactionStay informed on technological advancements and their potential impact on the firm's success and service delivery Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Skills, And/or Ability Excellent organization skills and strong attention to detailMultitasker with the ability to prioritize work accordinglyExcellent verbal and written communication skills with strong client service focusStrong analytical and interpersonal skillsAbility to work autonomously under the pressure of tight deadlines and multiple prioritiesProficiency with Microsoft Word, Excel and OutlookAbility to thrive and adapt in a fast paced environmentProblem solving skills; ability to shift focus and adapt to changes Education, Experience and Certifications Bachelor’s degree in Accounting, Human Resources, Business Management, Organizational Development or related fieldMinimum of 2 years of previous experience in similar role Essential Functions Must be able to remain in a stationary position as neededThe person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printerAbility to communicate in a professional manner and exchange information with internal and external actors as neededAbility to lift/carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to local and non-local clients as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range $55,000 - $65,000