Tax Accountant

Staff Accountant

Responsible for supporting the organization's financial operations by managing receivable account functions, including billing, collections, and payment processing, while also providing general ledger support. The Staff Accountant is responsible for performing professional-level accounting work requiring advanced knowledge of accounting principles and the consistent exercise of discretion and independent judgment. This position supports the organization's financial integrity by preparing, analyzing, and interpreting financial information, assisting with month-end and year-end close processes, and supporting accounting controls and compliance. The role operates with minimal supervision and provides professional judgment-based recommendations to accounting leadership. This role requires strong personal and organizational skills, attention to detail, and the ability to communicate professionally. These functions include but may not be limited to:

Essential Duties

Customer Relations

On-boarding new customers

Maintain accurate customer files, and tracking system

Field customer inquiries

Accounts Receivable

Prepare and distribute customer invoices accurately and in a timely manner

Post payments (checks, ACH, wire, credit cards) to the appropriate accounts

Monitor accounts for past-due balances and assist with collection efforts as needed

Reconcile customer accounts and research payment discrepancies

Maintain accurate records of accounts receivable transactions

Assist with month-end close related to accounts receivable

Respond to customer inquiries regarding invoices, statements, and account balances

Coordinate with internal departments to resolve billing issues

Accounting

Perform general ledger account analysis, reconciliations, and adjustments in accordance with GAAP

Prepare and review journal entries requiring professional judgment and accurate financial reporting

Assist in the preparation of monthly, quarterly, and annual financial statements and schedules

Support the month-end and year-end close processes, including coordination of timelines and review of supporting documentation

Support special projects and perform other duties as assigned

Required Qualifications

Minimum of 13 years of accounts receivable or accounting experience

Strong attention to detail and accuracy

Proficiency in Microsoft Office (Excel, Word, Outlook)

Strong personal, organizational and time-management skills

Ability to prioritize tasks and meet deadlines

Professional written and verbal communication skills

Initials: ________

Preferred Qualifications

Bachelor's degree in accounting or a closely related field

Experience with accounting or ERP systems (e.g., Jonas, ADP, QuickBooks, or similar)

Experience handling collections or customer billing

Experience in property management, hospitality, or multi-entity environments

Basic understanding of accounting principles