Staff Accountant - Client Accounting & Advisory Services

Job Description

Job Description

We have built a team of passionate people who are invested in their work and the future of the firm. Our client service model sets us apart from other firms, and we are committed to the growth and development of our biggest asset – OUR PEOPLE!

While we aren’t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?)

You’ll be successful here if you are driven, self-motivated, and have a growth mindset. You take ownership of your work and deliver nothing short of high-quality results. You embrace a learning culture and take pride in your work. The opportunity for advancement is unlimited, and we’ll support you along the way.

As an Accounting Staff within our Client Accounting & Advisory Services group, you’ll be responsible for owning the bill pay process for our clients. You will work independently and as part of a team to complete accounting engagements.

Roles and Responsibilities: 

• Pays invoices by verifying client transaction information through firm bill pay system
• Maintains client financial and data security by following internal accounting controls
• Contributes to team effort by accomplishing related results as needed
• Generates invoices and follows up with clients for approval
• Researches and resolves invoice issues; communicates findings 
• Performs other duties as assigned by the Accounting Partner

Qualifications:

• Strong attention to detail
• Ability to manage sensitive and tight deadlines with high degree of accuracy
• Follow directions from manager and work independently with minimal supervision
• Strong customer service skills
• Ability to keep sensitive information confidential

We offer:

• Work-life balance – you decide your annual hours
• Development Coach – Individual growth, career advancement, future partner potential
• Generous salary and bonus program
• Benefits you would expect; and more
• Perks for fun, time off, and pleasant surprises
• Excellent working environment with private office

Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

“Being smart, technically competent, and remarkably human are requirements.”

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