Staff Accountant

Urgent

Required Skills

Accounts Receivable (2)Accounts Payable (2)Bookkeeper (2)Billing (2)QuickBooks Online (2)

Additional Skills

Payroll (2)

Job Description

Client-Focused Work

Provide comprehensive full-cycle accounting to multiple clients, ensuring that complex accounting issues are resolved, and that all client expectations are consistently met with efficiency, accuracy, and professionalism.
Understand the client’s portfolios and related accounting, reconciliation and reporting requirements.
Perform transactional accounting and general bookkeeping tasks that include managing Accounts Payable, Accounts Receivable, Income, Expenses, and Payroll.
Complete monthly bank, credit card and brokerage reconciliations.
Own the timely and accurate completion of all bookkeeping and financial reporting tasks, ensuring that deadlines are being tracked and are consistently met.
Proactively understand and follow all accounting, bookkeeping, and reporting procedures, while suggesting improvements where appropriate to enhance accuracy and efficiency.
Communicate effectively with clients to deliver information, resolve inquiries, and clarify accounting issues.
Keep all client information organized and up to date, including documenting all client interactions and historical accounting adjustments.
Maintain client confidentiality at all times.
Go beyond the numbers to provide context and actionable insights that help clients make informed decisions based on financial data.
Provide excellent customer service by actively anticipating client needs, addressing inquiries promptly, and offering actionable solutions to accounting challenges.

Team Mentality

Collaborate effectively with supervisors, peers, clients, and advisors to achieve team goals and ensure seamless task completion in a positive, respectful work environment.
Prioritize work and maintain utilization metrics aligned with goals.
Foster positive relationships with supervisors, colleagues, clients, and advisors to ensure effective teamwork and communication.
Demonstrate a willingness to learn and embrace new methods for continuous improvement.

Qualifications

We are looking for Staff Accountants with at least 2 years of experience in the following:

QuickBooks Online
Billing
Bookkeeping (including tasks such as Accounts Payable, Accounts Receivable, Income, Expenses, and Payroll)

You Are

Self-Driven, Self-Disciplined, and Self-Motivated – You excel at prioritizing tasks, taking initiative, and overcoming challenges. You take ownership of your responsibilities and consistently meet deadlines. Within your first 6 months, you will take ownership of at least 10+ client relationships while maintaining 90%+ billable hours.
Results-Oriented – You are focused on achieving financial objectives and meeting or exceeding division goals. You set clear targets and manage client expectations through proactive communication, thorough analysis, and quality work.
Client-Focused – You possess a strong ability to understand and meet client needs, ensuring satisfaction and success through clear communication and strategic action.
Process Improvement-Focused – You are always seeking ways to improve existing processes and contribute ideas to enhance efficiency, accuracy, and value.
A True Team Player

Additional Information

Outline - First 90 Days

First 30 Days: Learning and Observing

1. Onboarding and Understanding:

• Familiarize yourself withthe company’s 13 Principles, company policies, processes, and systems to

understand the company culture and operational expectations.

• Understand each client’s needs, reporting calendar, deadlines, and key deliverables by

reviewing client documentation and financial reports.

• Become proficient in the software tools used daily to manage client work efficiently.

2. Building Relationships:

• Build strong relationships with key stakeholders, team members, and employees through

regular communication to understand their roles, challenges, and expectations.

3. Supporting Client Accounts:

• Perform client-focused tasks such as data entry, reconciliations, and addressing client

inquiries for a select number of clients, ensuring all deliverables are met on time.

Days 30 to 60: Contributing and Collaborating

1. Client Ownership:

• Take full ownership of 1-5 client accounts, including review, reporting, and responding to

client inquiries.

• Establish a regular reporting structure with Manager to provide updates on client

satisfaction, team performance, and opportunities for service improvement.

Days 60 to 90: Driving Initiatives and Delivering Results

1. Process Improvement and Documentation:

• Thoroughly document client-specific processes and needs to ensure that all information is

organized for efficient future use and onboarding of new team members.

2. Increased Client Ownership:
• Take full ownership of 5-10 client accounts, demonstrating the ability to meet all client
needs and deadlines with minimal supervision, while continuing to improve service delivery
and client satisfaction.