Staff Accountant

We are seeking a client-focused Staff Accountant to join a growing accounting and advisory team. This Staff Accountant role offers a unique blend of accounting, financial management, client services, and business support responsibilities. The ideal candidate enjoys working directly with clients, managing multiple priorities, and serving as a trusted financial resource.

Why This Staff Accountant Opportunity Stands Out

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• Diverse responsibilities beyond traditional accounting
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• Direct interaction with clients and business owners
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• Exposure to accounting, tax support, payroll, budgeting, and financial planning
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• Opportunity to serve as a trusted advisor and business partner
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• Hands-on role with strong variety and client engagement
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• Collaborative environment focused on professional growth and exceptional service
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Key Responsibilities for the Staff Accountant

Accounting & Financial Management

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• Manage Accounts Payable, Accounts Receivable, General Ledger activity, and cash management
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• Reconcile bank, investment, and financial accounts
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• Process dividends, distributions, and client bill payments
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• Prepare budgets, expenditure reports, and financial schedules
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• Record asset, liability, investment, and loan transactions
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• Calculate depreciation and maintain fixed asset records
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Payroll & Tax Support

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• Process payroll and payroll tax filings
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• Assist with sales tax reporting
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• Support the preparation of 1040 and business tax returns
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• Coordinate tax payments and related documentation
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Client Services & Advisory

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• Participate in client meetings and support client requests
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• Communicate financial information, engagement updates, and business matters
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• Maintain relationships with bankers, attorneys, investment advisors, and other third parties
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• Support insurance administration and other personal financial matters for clients
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• Research and coordinate purchases, vendors, and service providers on behalf of clients
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Qualifications for the Staff Accountant

Required

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• 3+ years of accounting experience
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• Strong understanding of accounting principles
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• QuickBooks proficiency
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• Strong Excel, Word, and Outlook skills
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• Excellent communication and client-service abilities
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• Strong organizational and time-management skills
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Preferred

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• Public accounting experience
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• QuickBooks ProAdvisor certification
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• Experience with 1040 and business tax return preparation
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• CPA or CPA-track candidate
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