Staff Accountant

Key Responsibilities

• Prepare month-end client financial reports which are delivered to the client timely, complete and accurate every month.
  
• Reconcile multiple bank and credit card feeds, coding transactions, and maintaining general ledger.
  
• Maintain subsidiary records for fixed assets, loan balances and other accounts.
  
• Analyze and reconcile accounts as necessary.
  
• Book payroll, monthly sales, inventory and other month-end adjusting journal entries.
  
• Prepare and review financial statements before delivering them to the manager.
  
• Prepare payroll for clients’ employees.
  
• Prepare accurate and timely payroll tax deposits and related filings.
  
• Process garnishment, support orders, and IRS documentation related to payroll.
  
• Verify employees' vacation, sick and PTO accruals, and adjust as needed.
  
• Accounts Payable - enter and pay bills, settle disputes, review statements, etc.
  
• Prepare sales tax returns and related filing instructions.
  
• Prepare and file Personal Property tax returns annually.
  
• Prepare IRS and State payroll and sales tax correspondence.
  
• Client facing and main point of contact for client communications around transactional work.
  
• Assist in timely and courteously answering client questions via email and video; meeting virtually with our clients as needed.
  
• Relaying relevant comments from client to manager.
  
• Represent the company in a courteous, efficient and friendly manner in all client and employee interactions to ensure customer satisfaction.
  
• Responsible for 20-25 <$1 Million revenue client accounts simultaneously.
  

Requirements

• 4-6 Years of public accounting experience.
  
• Solid understanding of debit and credits a must.
  
• Detail oriented and strong organizational skills.
  
• Ability to manage deadlines of various client accounts.
  
• Ability to multitask to manage multiple clients simultaneously.
  
• Self assured, capable, comfortable and adept in both written and video client communication to clearly and effectively.
  
• Enjoys working and communicating directly with the client.
  
• Excellent verbal, written and video communication skills.
  
• Proactively communicate with each client, client advisor and tax team.
  
• Self starter - able to identify work that needs to be done and do it without being instructed to do so.
  
• Ability to work independently, be self-directed, and motivated.
  
• High degree of confidentiality.
  
• Proficiency with technology including Microsoft suite, Gmail, zoom, Xero, QuickBooks, Dropbox, Payroll Relief, Practice Ignition are all pluses. Must be able to learn new platforms quickly.
  
• Please note we are a Xero firm that rarely uses Quickbooks.