Staff Accountant

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