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Staff Accountant

Creative Financial Staffing

Staff Accountant
We are seeking a client-focused Staff Accountant to join a growing accounting and advisory team. This Staff Accountant role offers a unique blend of accounting, financial management, client services, and business support responsibilities. The ideal candidate enjoys working directly with clients, managing multiple priorities, and serving as a trusted financial resource.



Why This Staff Accountant Opportunity Stands Out
  • Diverse responsibilities beyond traditional accounting
  • Direct interaction with clients and business owners
  • Exposure to accounting, tax support, payroll, budgeting, and financial planning
  • Opportunity to serve as a trusted advisor and business partner
  • Hands-on role with strong variety and client engagement
  • Collaborative environment focused on professional growth and exceptional service
Key Responsibilities for the Staff Accountant Accounting & Financial Management
  • Manage Accounts Payable, Accounts Receivable, General Ledger activity, and cash management
  • Reconcile bank, investment, and financial accounts
  • Process dividends, distributions, and client bill payments
  • Prepare budgets, expenditure reports, and financial schedules
  • Record asset, liability, investment, and loan transactions
  • Calculate depreciation and maintain fixed asset records
Payroll & Tax Support
  • Process payroll and payroll tax filings
  • Assist with sales tax reporting
  • Support the preparation of 1040 and business tax returns
  • Coordinate tax payments and related documentation
Client Services & Advisory
  • Participate in client meetings and support client requests
  • Communicate financial information, engagement updates, and business matters
  • Maintain relationships with bankers, attorneys, investment advisors, and other third parties
  • Support insurance administration and other personal financial matters for clients
  • Research and coordinate purchases, vendors, and service providers on behalf of clients
Qualifications for the Staff Accountant Required
  • 3+ years of accounting experience
  • Strong understanding of accounting principles
  • QuickBooks proficiency
  • Strong Excel, Word, and Outlook skills
  • Excellent communication and client-service abilities
  • Strong organizational and time-management skills
Preferred
  • Public accounting experience
  • QuickBooks ProAdvisor certification
  • Experience with 1040 and business tax return preparation
  • CPA or CPA-track candidate

#INSEP2026

EB-1606964117
Vacancy posted 1 day ago
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