Staff Accountant
Classification: Salaried, Exempt
Purpose: The role of the Staff Accountant is to manage day-to-day and monthly accounting for the assigned client base. The Staff Accountant is responsible for all transaction entry, proper communication with the client, processing payroll through a 3rd party provider, and working with the Senior Accountant and Controller on reporting. All of our employees are expected to embrace and implement the values and vision of the Company as they serve clients. Responsibilities and qualifications include, but are not limited to the following:
Essential Functions:
· Communicate regularly with clients to ensure timely and accurate completion of data entry
· Record bank and credit card transactions weekly and resolve discrepancies as they arise.
· Maintain timeliness of client recordkeeping, ensuring there is not a lag of greater than two weeks
· Assist clients with adjustments needed to items and project ledgers to ensure accuracy and proper financial reporting
· Reconcile bank and credit card statements monthly
· Prepare, review for accuracy, and file monthly sales tax returns
· Pay bills approved for payment by client
· Submit retirement benefits to 401k provider and ensure compliance with timelines and recordkeeping guidelines
· Review, process and record payrolls for clients
· Post journal entries to adjust the balance of loans and other various client accounts
· Perform data entry in company software and produce weekly reports for clients in order to provide clients with accurate financial status
· Comply with federal, state and company policies, procedures and regulations
· Assist with ad-hoc projects, research, accounting system implementations, and process improvement as needed
· Other duties as assigned
Skills and Qualifications:
· Bachelor’s degree in accounting, finance or related field preferred but not required
· Minimum of 2-4 years of experience in bookkeeping or public accounting role
· Experience with QuickBooks Online, Studio Designer, or Xero a plus
· Highly proficient in MS Excel advanced formulas
· Strong ability to problem-solve, manage multiple projects and deadlines, and provide attention to detail
· Understanding of fundamental bookkeeping principles
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