Job description

Staff Accountant - Client Accounting & Advisory Services Position Overview The Staff Accountant in Client Accounting & Advisory Services will play a crucial role in providing comprehensive accounting support to clients, ensuring accurate financial reporting and compliance. This position is designed for a detail-oriented professional who can manage bookkeeping tasks while offering advisory services to enhance client operations. Key Responsibilities • Prepare and maintain accurate financial statements and reports for clients • Manage accounts payable and receivable, ensuring timely processing of invoices and payments • Assist clients with bookkeeping using QuickBooks and other accounting software • Conduct regular reconciliations of bank statements and general ledger accounts • Collaborate with clients to provide financial insights and advisory services • Support payroll processing and compliance with applicable regulations • Assist in the preparation of tax returns and ensure adherence to tax laws • Provide excellent client service and respond to inquiries in a timely manner Qualifications • Bachelor's degree in Accounting or Finance • 3+ years of experience in accounting or bookkeeping • Prior CPA firm experience preferred • Strong knowledge of QuickBooks is required (Desktop & Online) • QuickBooks ProAdvisor certification a plus • Excellent attention to detail and accuracy • Ability to manage multiple tasks and meet deadlines • Excellent communication and interpersonal skills •

Requirements

Must-haves

Staff Accountant - Client Accounting & Advisory Services
Position Overview
Prepare and maintain accurate financial statements and reports for clients
Manage accounts payable and receivable, ensuring timely processing of invoices and payments
Assist clients with bookkeeping using QuickBooks and other accounting software
Conduct regular reconciliations of bank statements and general ledger accounts
Collaborate with clients to provide financial insights and advisory services
Support payroll processing and compliance with applicable regulations
Assist in the preparation of tax returns and ensure adherence to tax laws
Provide excellent client service and respond to inquiries in a timely manner
Bachelor's degree in Accounting or Finance
3+ years of experience in accounting or bookkeeping
Strong knowledge of QuickBooks is required (Desktop & Online)
Excellent attention to detail and accuracy
Ability to manage multiple tasks and meet deadlines
Excellent communication and interpersonal skills

Nice-to-haves

Prior CPA firm experience preferred
QuickBooks ProAdvisor certification a plus

Application prep

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