Staff Accountant II

Responsibilities

• Client Accounting Services (“CAS”), which encompasses quarterly or monthly outsourced controllership-type assistance and consulting to clients’ accounting team or office managers.
• Oversee and review all general ledger reconciliations and prepare/review client journal entries.
• Prepare/review fixed asset listings for depreciation and gain/loss on sales.
• Prepare/review the month-end close process.
• Prepare/review and troubleshoot any issues with bank and credit card reconciliations.
• Prepare/review prepaid and accrual schedules.
• Reconcile, review, and post monthly payroll entries.
• Prepare/review annual 1099 forms and annual/quarterly payroll tax returns.
• Prepare income tax returns for small businesses and their owners.
• Prepare compiled GAAP and income tax basis financial statements.
• Analyze financial results and make recommendations to client management.
• Work as a team with the client manager to coordinate multiple service deliverables and set timelines for the accounting, attest, and tax compliance as a holistic service provider.
• Opportunities to focus on an interest area (CAS, audit, tax).

Requirements

• 2+ years of relevant experience, specifically external client-facing services.
• Intermediate to Advanced skills with Excel (including pivot and VLOOKUP).
• Experience with various versions of QuickBooks Desktop and Online.
• Excellent attention to detail with a high degree of accuracy.
• Able to prioritize effectively and meet tight monthly deadlines.
• Strong judgment skills and ability to know when to escalate an issue to the manager or senior on a client account.
• Motivated to be an advisor to a variety of business clients with varying skill levels.

Preferred

• Licensed CPA or eligible to sit for the CPA exam.
• Knowledge of federal and state payroll tax requirements.
• Experience with business clients $1-$15+ million in revenue.
• Industry knowledge for construction/contractors, real estate, and/or professional services.