Senior Staff Accountant -CAS

At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.

Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.

The Senior Staff Accountant will prepare and maintain financial records to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial activities for clients.

* This position can be Hybrid in Brookfield, WI, with the understand that initial training will occur at the office, and that occasional travel to local clients may be required.*

Duties/Responsibilities:

• Performs general accounting and other related duties for the organization.
• Prepares monthly balance sheet, income statement and cash flow statements.
• Maintains the general ledger.
• Codes invoices, sets up new accounts, reconciles accounts and closes the monthly books.
• Reconciles bank accounts at least monthly, verifies deposits and disbursements.
• Reconciles cash disbursement accounts, payroll, customer accounts and other financial accounts.
• Verifies and/or completes payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts.
• Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit
• Files payroll and sales tax forms with federal, state, and local government agencies.
• Maintains knowledge of acceptable accounting practices and procedures.
• Execute assigned tasks and projects with minimal oversight, ensuring high-quality outcomes and adherence to deadlines.
• Review work completed by junior staff members, providing constructive feedback and ensuring adherence to company standards and project requirements.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Knowledge of general financial accounting and cost accounting.
• Understanding of and the ability to adhere to generally accepted accounting principles.
• Ability to correctly prepare tax reports.
• Proficient with Microsoft Office Suite or similar software, and accounting software.

Education and Experience:

• Bachelor’s degree in Accounting, or related field, strongly preferred.
• 5 years of related experience required.
• At least 2-3 years of public accounting firm experience.
• At least 2-3 years of QuickBooks Online experience.
• Certified in QuickBooks Online.