Staff Accountant

Job Description

Job Description

At Forte, we understand that even the most exceptional leaders require a robust support system. We provide a comprehensive range of services to help entrepreneurs build strong foundations and support established businesses in optimizing their operations. We take pride in delivering solutions that empower our clients to achieve their goals and drive lasting success.

Our team, comprising financial, HR, IT, marketing, and operations experts, is committed to delivering top-tier support to each of our clients. To thrive on our team, readiness to engage with both internal and external stakeholders across diverse disciplines and industries is essential. You will frequently be managing multiple high-priority tasks.

This position will primarily focus on servicing Forte's clients, providing comprehensive accounting services and financial support. As a Staff Accountant, you will play a crucial role in maintaining accurate financial records, preparing tax filings, and collaborating with both local and remote clients and stakeholders.

Responsibilities

• Maintain a working knowledge of Generally Accepted Accounting Principles (GAAP)
• Manage and maintain accurate financial records for Forte and its clients
• Prepare sales tax, business tax, franchise & excise tax, and property tax returns
• Oversee and support Bookkeepers, providing guidance, training, and quality control to ensure accuracy and efficiency
• Review financial reports for errors, discrepancies, and areas for improvement
• Communicate and collaborate effectively with remote clients and stakeholders
• Provide exceptional customer service and support to Forte's clients
• Assist with month-end and year-end closing processes
• Contribute to the development and improvement of accounting procedures and systems

• Ensure accurate and efficient accounting processes
• Manage A/P & A/R processes using BILL, Harvest and other related platforms

Requirements

• Bachelor's degree in Accounting, Finance, or a related field
• CPA certification or actively pursuing certification is a plus
• Minimum of 4 years of relevant accounting experience
• Proficiency in using accounting software, (QuickBooks Online ProAdvisor preferred)
• High level of technical proficiency learning and using digital tools
• Working knowledge of tax laws and regulations
• Excellent attention to detail and analytical skills
• Effective verbal and written communication skills
• Ability to work independently and as part of a team
• Strong organizational and time management abilities
• Naturally curious, with a willingness to ask questions, seek clarification, and explore solutions when faced with unfamiliar transactions or challenges
• Familiarity with Google Workspace, particularly Google Sheets
• Familiarity with expense management platforms such as Divvy, Expensify or similar tools
• Strong spreadsheet skills for data analysis, reporting, and financial modeling
• Experience with project management platforms like ClickUp, Monday.com, or Asana to track and monitor client projects
• Nonprofit bookkeeping and grant reporting experience is a plus

Location

• This is a full time position based in Memphis, TN.
• Sponsorship not available

Compensation & Benefits

• $60k-$70k annually, depending on experience
• 3 weeks (120 hours) PTO, plus numerous paid holidays and ~2 weeks off at the end of December
• Health, Dental, and Vision Insurance
• Hybrid work schedule (expect needing to be in the office a minimum of three days each week)
• Simple IRA Retirement Plan

The Application Process

If this sounds like fun, we'd love to hear from you.

Here's what to expect:

1. You apply at the link below
2. If your resume looks like a good fit, you'll get a call from Emily over in HR. She'll ask some follow up questions about your work experience and your goals for the future.
3. Next you'll meet with the hiring manager and one or two other members of the team (this is usually done via Zoom). Together you'll go over your work history, and discuss in detail what you bring to the table.
4. You may be asked to meet with us for a third, more focused interview, or we may skip straight to an offer - it just depends on the number of candidates we have and how things are going.
5. Once you accept an offer, you'll put in your notice at your current employer, and Emily will reach out to set up your orientation and get you on-boarded.
6. Before you know it, your first day will be here! You'll meet the team, get a tour of the office, and get started learning the ropes.

At Forte Business Services, we offer a competitive salary and benefits package, a collaborative work environment, and opportunities for professional growth and development. Join our team and contribute to the success of our clients and their businesses. We appreciate all applications, but only those selected for an interview will be contacted.

Forte Business Services is an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace environment.