Staff Accountant

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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

• 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.
• Building Relationships:
• Build strong relationships with key stakeholders, team members, and employees through
  
  

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

• 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

• 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

• 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.

• 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.