What are the responsibilities and job description for the Staff Accountant position at Whalen CPAs?
Collaboration, connection, competency and caring help Whalen CPAs live up to the motto of our founder, Elmer Whalen, “People don’t work FOR you – they work WITH you.”
While we aren’t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?)
You’ll be successful here if you are driven, self-motivated, and have a growth mindset. You take ownership of your work and deliver nothing short of high-quality results. You embrace a learning culture and take pride in your work. The opportunity for advancement is unlimited and we’ll support you along the way.
Being smart, technically competent, and remarkably human are requirements. Oh and here are a few more…..
As a Staff Accountant, you'll work closely with Senior Staff and Managers to ensure that basicclient accounting work is being completed accurately. You're able to performself-review of work, drawconclusions and discusswith responsible staff in addition to receiving information from clients and relaying to the appropriate person.
Role and Responsibilities:
- Understands and applies basictechnical concepts
- Completesbasic accounting responsibilities
- Producesaccurate client deliverables prior to deadlines and within time budgets
- Determinesclient information needed to complete projects, requestsinformation from clients, and ensuresinformation is received
- Followsand understandsproject plans, checklists, and templates to complete procedures
- Preparesfinancial statements, including Balance Sheet, Income Statement, and Statement of Cash Flows
- Conductsbasic technical research and applies information to specific client situations
- Obtainsbasic understanding of the client’s business and completesthe deliverables and projects assigned to support their business
- Participatesin networking meetings to expand business relationships in community, as approved
- Supportsimplementation of special projects to improve the department and firm
Qualifications:
- Bachelor’s Degree in Accounting required
- Eligibility to sit for CPA exam
- Knowledge of GAAP and/or IRS regulations is required
- Working knowledge of relevant computer applications including Microsoft Applications
- Strong interpersonal and communication skills is required
- Problem analysis and problem-solving
- Confidentiality and professionalism
Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
“Being smart, technically competent, and remarkablyhuman are requirements.”
Even if you don’t check all the boxes, apply! You’ll be glad you did.
