Staff Accountant

Roles and responsibilities

Preparing monthly financial statements with QuickBooks Online for small businesses
Perform tasks as the outsourced accountant for small businesses: Clients in the $1M to $15M in annual revenue range
Perform various accounting tasks using QuickBooks Online
Financial planning and analysis, budgeting for various client needs
Perform intermediate level accounting tasks including small business accounting, routine journal entries and processing payroll
Work directly with managers to determine and meet all client's accounting needs
Financial Record Keeping: Maintaining and updating financial records, including ledgers, journal entries, and reconciliations.

Financial Reporting: Assisting in the preparation of financial statements and reports for management and regulatory compliance.

Accounts Payable and Receivable: Managing accounts payable and receivable processes, ensuring timely invoicing and payments.

Budgeting and Forecasting: Assisting in the development and monitoring of budgets, analyzing variances between actual and budgeted performance.

Tax Compliance: Supporting the preparation of tax returns and ensuring compliance with local, state, and federal tax regulations.

Audit Support: Assisting with internal and external audits by providing necessary documentation and explanations as required.

Cost Analysis: Analyzing costs and expenses to identify trends, variances, and opportunities for improvement.

Reconciliations: Performing bank and account reconciliations to ensure accuracy in financial reporting.

Process Improvement: Identifying opportunities for improving accounting processes and efficiencies.

Collaboration: Working closely with other departments to support financial decision-making and operational needs.

Desired candidate profile

• Our ideal candidate is a smart, organized individual who has a professional background and is looking to take on new challenges and responsibilities
• You're tech savvy - Excel, PDF Editor, QuickBooks Online, Office 365, tax preparation software - you know them all and are comfortable learning new software programs
• Balancing multiple projects doesn't daunt you, and you're eager to learn new tasks and take on projects
• You're able to work independently on assigned tasks as well as to accept direction on given assignments
• You'll need great communication skills to effectively work with clients and your colleagues
• You have a great positive attitude and you're always open to feedback that will help you continue to develop in your role and beyond
• Intermediate level of knowledge about accounting, payroll, and bookkeeping will be necessary for you to excel in this position
• You're perfect for this role if you have a strong background in financials and have experience doing accounting and tax preparation for small businesses and individuals
• 0-2 years of experience in accounting is preferable, and you're either already a CPA or you're working towards becoming one