What are the responsibilities and job description for the Staff Accountant position at Whittle Strategic Accounting?
Job Summary
Are you ready to take your career to the next level in a vibrant and growth-oriented environment? At Whittle Strategic Accounting, we believe in more than just numbers. We are a dynamic, fun-loving team that thrives on collaboration, client engagement, and professional growth. We're redefining financial services by providing concierge-level service to all aspects of the financial process for our diverse clientele.
Our team is small but mighty, and we pride ourselves on working together to achieve excellence. We value every team member's input and foster an environment where you can express your ideas and grow professionally.
As our clients' most trusted advisors, we cultivate strong relationships built on trust and excellence. You'll have the opportunity to get to know our clients deeply, providing proactive guidance throughout the year.
With opportunities to expand your skills and take on leadership roles, your potential is limitless. We're committed to helping you realize more than you think is possible in your career.
Primary Responsibilities:
- Work with many of the firm’s clients in an outsourced accountant role with a complete cloud accounting system, working with both nonprofit and for-profit sectors
- Code client transactions and reconcile client accounts in QuickBooks Online
- Perform monthly client financial statement closes
- Facilitate preparation and processing of client payrolls and 1099s through cloud-based payroll and 1099 processors
- Prepare and process sales tax reports
- Develop a strong, productive, professional, trusted advisor relationship with assigned clients
- Build and nurture relationships with clients by understanding their business and industry, providing ongoing advice and support
Experience and Education Requirements:
- Minimum of an associate or bachelor’s degree in accounting or other related program
- CPA eligible preferred
- Prior experience (minimum of 2 years) in private/public accounting
- Prior experience in outsourced accounting and leadership roles is a plus.
- Strong technology skills in Microsoft Office 365, QuickBooks Online, and bill.com preferred
- Excellent interpersonal skills and effective oral and written communication skills
- Ability to multi-task and to work independently with minimal supervision
- Experience working in a paperless environment strongly preferred
- Strong interpersonal skills with a positive, 'can-do' attitude
Compensation & Benefits:
Whittle Strategic Accounting isn't just a place to work—it's a community where your contributions are valued, and your professional growth is nurtured. We offer a robust compensation package and an array of outstanding benefits, including:
- Remote work environment
- Comprehensive health and dental insurance
- Short/long term disability coverage
- SIMPLE IRA plan with up to a 3% match
- Wellness stipend to support your health journey
- Generous PTO to recharge and refresh
- Annual performance-based bonus
- Annual team retreats to foster camaraderie and innovation
- A supportive team that values collaboration and professional engagement
- And much more!
Salary Range: $55,000 - $60,000
Salary : $55,000 - $60,000
