What are the responsibilities and job description for the Staff Accountant position at 501(C)PA?
Job Description
JOB SUMMARY
The Staff Accountant is the primary point of contact for assigned client relationships and, as such, becomes a trusted, integral part of our clients’ administrative team. The Staff Accountant is a fundamental participant in the month-end close process. On a monthly basis, responsibilities will include bank transaction downloads, journal entries, and account reconciliations. On a season basis, work with Accounting Manager to complete and file annual F990 tax documents and COROS filing for the clients. This position entails preparing variance analysis and having a deep understanding of the underlying activity associated with each transaction being recorded. This position requires constant collaboration with team members from several different departments within the organization. Collaboration, curiosity, ability to work independently and be self-motivated are all important characteristics. Prior experience with nonprofit accounting is preferred.
Essential Job Functions
CPA/CMA and experience with nonprofit accounting and/or audit experience and MIP software is desired.
Work Environment
New staff will work on-site during orientation week and have a hybrid in-office/at-home operations going forward. This role routinely uses standard office equipment such as computers, multi-function devices (printers, scanners, fax), phones and the like. Dress code is business casual.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands and fingers for typing, pressing, handling, or feeling, and reach or lift with hands and arms.
Position Type/Expected Hours of Work
This is a full-time, exempt position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5 p.m. Extra work may be required as job duties demand. As a professional employee, the Staff Accountant is expected to recognize when deadlines or other work demands require such extra time and effort.
Travel
Travel is primarily local during the business day, although some out-of-the-area travel may be expected from time-to-time. Must have reliable personal transportation.
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Company Description
We’ve been helping nonprofits succeed for over a decade.
Our team of CPAs and professionals take care of everything behind the scenes so nonprofits can spend their time and energy where it matters most: their missions. We are the only nonprofit cap firm in the state of New Mexico.
Our team of nonprofit accounting specialists have developed specific skills and knowledge that make them experts nonprofit accounting.
We’ve been helping nonprofits succeed for over a decade. Our team of CPAs and professionals take care of everything behind the scenes so nonprofits can spend their time and energy where it matters most: their missions. We are the only nonprofit cap firm in the state of New Mexico. Our team of nonprofit accounting specialists have developed specific skills and knowledge that make them experts nonprofit accounting.
JOB SUMMARY
The Staff Accountant is the primary point of contact for assigned client relationships and, as such, becomes a trusted, integral part of our clients’ administrative team. The Staff Accountant is a fundamental participant in the month-end close process. On a monthly basis, responsibilities will include bank transaction downloads, journal entries, and account reconciliations. On a season basis, work with Accounting Manager to complete and file annual F990 tax documents and COROS filing for the clients. This position entails preparing variance analysis and having a deep understanding of the underlying activity associated with each transaction being recorded. This position requires constant collaboration with team members from several different departments within the organization. Collaboration, curiosity, ability to work independently and be self-motivated are all important characteristics. Prior experience with nonprofit accounting is preferred.
Essential Job Functions
- Manage all accounting transactions.
- Handle monthly, quarterly, and annual closings.
- Reconcile accounts and investigate discrepancies.
- Prepare accurate financial statements and other reports for assigned clients on a timely basis.
- Review of peer financials.
- Present client financials to the organization internal staff members.
- Ensure supporting documents are prepared and filed according to our work standards.
- Assist clients with annual budget preparation.
- Assist client auditors by providing reconciliations and internal financial reports.
- Ensure clients are well informed of work progress, challenges, and maintain friendly and professional client relations.
- Comply with financial policies and regulations.
- Complete and file annual F990 tax documents and COROS filing for the clients
- Work with MIP Fund Accounting software, Microix, Excel, Word, Practice CS, and other software as assigned. Training is provided.
- Continuing professional education.
- Solid knowledge of Generally Accepted Accounting Principles (GAAP)
- Solid knowledge of F990 process and e-filing
- Strong problem-solving and analytical skills
- Organized and methodical approach to work assignments with great attention to detail and accuracy of work.
- Strategic thinking
- Ability to be flexible while working on concurrent projects of equal importance
- Demonstrated mature judgment and collaboration skills
- Strong accounting skills, including all aspects of the accounting cycle and non-profit financial statement preparation
- Ability to work independently, complete work timely, and work well as a team member
- Strong interpersonal communication skills and customer-focused service attitude.
- Sound grasp of grant reporting and related account structures
- Bachelor’s Degree in Accounting, Business, Financial or related degree
- or Masters’ Degree in Accounting, Business, Financial or related degree
- Plus, three years of directly related accounting experience of which one year must be of financial statement, budget preparation and Form 990 tax filing and proficiency in Excel
CPA/CMA and experience with nonprofit accounting and/or audit experience and MIP software is desired.
Work Environment
New staff will work on-site during orientation week and have a hybrid in-office/at-home operations going forward. This role routinely uses standard office equipment such as computers, multi-function devices (printers, scanners, fax), phones and the like. Dress code is business casual.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands and fingers for typing, pressing, handling, or feeling, and reach or lift with hands and arms.
Position Type/Expected Hours of Work
This is a full-time, exempt position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5 p.m. Extra work may be required as job duties demand. As a professional employee, the Staff Accountant is expected to recognize when deadlines or other work demands require such extra time and effort.
Travel
Travel is primarily local during the business day, although some out-of-the-area travel may be expected from time-to-time. Must have reliable personal transportation.
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Company Description
We’ve been helping nonprofits succeed for over a decade.
Our team of CPAs and professionals take care of everything behind the scenes so nonprofits can spend their time and energy where it matters most: their missions. We are the only nonprofit cap firm in the state of New Mexico.
Our team of nonprofit accounting specialists have developed specific skills and knowledge that make them experts nonprofit accounting.
We’ve been helping nonprofits succeed for over a decade. Our team of CPAs and professionals take care of everything behind the scenes so nonprofits can spend their time and energy where it matters most: their missions. We are the only nonprofit cap firm in the state of New Mexico. Our team of nonprofit accounting specialists have developed specific skills and knowledge that make them experts nonprofit accounting.
