Staff Accountant

Position Summary

The Staff Accountant is responsible for supporting the organization’s accounting, tax, and payroll-related functions, with a primary focus on balance sheet reconciliations, client tax fund accounting, and compliance reporting. This role prepares and reconciles quarterly and year-end tax filings, researches and resolves discrepancies and tax notices, and compiles supporting documentation for the annual financial audit. The Staff Accountant works closely with internal departments to ensure the accurate collection, reconciliation, and refunding of client funds while maintaining compliance with applicable tax laws and accounting standards. This position requires strong attention to detail, problem-solving skills, and the ability to collaborate across departments.

Essential Duties and Responsibilities

• Reconcile all balance sheet accounts and prepare supporting documentation for the year-end financial audit
• Reconcile client tax funds collected and subsequently paid out, including balancing funds for new and terminating clients
• Research, analyze, and resolve federal, state, and local tax notices and discrepancies
• Prepare, process, and file quarterly and year-end tax returns, including payroll-related filings such as W-2s
• Prepare and submit corrected and amended quarterly and annual tax returns as needed
• Process tax payments and ensure timely and accurate remittance
• Coordinate with the Accounting Administrator to reconcile bank accounts and accurately post transactions in QuickBooks
• Work with the Database Administrator and other stakeholders to automate and improve reconciliation and reporting processes
• Maintain up-to-date knowledge of payroll and accounting systems, as well as changes in wage and tax laws
• Research and resolve client, system, or process-related issues impacting accounting or tax reporting
• Cross-train with other accounting and tax staff and serve as backup support as needed
• Maintain client files and financial records in a confidential and secure manner
• Establish and maintain positive working relationships with clients, agencies, and coworkers to promote a high-quality service image
• Support and contribute to a positive and collaborative work environment
• Perform other accounting and administrative duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

Associates or Bachelor’s degree from an accredited college

• 5 years accounting experience working with financial statements
• Basic knowledge of Generally Accepted Accounting Principles
• Proficient in QuickBooks
• Intermediate to Advanced knowledge of Excel
• Knowledge of payroll software or ability to learn specific applications
• Prior experience in a customer service environment
• Excellent telephone, communication and interpersonal skills
• Detail oriented, well organized; high degree of accuracy
• Analytical and critical problem-solving skills
• Professional, driven, motivated self-starter
• Professional in appearance and behavior
• Ability to work beyond regular work hours when needed