Staff Accountant

Key Responsibilities and Duties

• The following duties are essential to this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
• Verify, allocate, post, and reconcile accounts payable and receivable transactions
• Prepare accurate financial reports and present findings and recommendations to management
• Analyze financial statements and summarize results for internal and client use
• Identify errors, inefficiencies, and opportunities for process or cost improvement
• Review and recommend improvements to accounting systems, controls, and procedures
• Review client documentation for completeness and accuracy prior to processing
• Advise clients on potential financial and tax liabilities
• Maintain compliance with company protocols and deliver consistent, high-quality client service
• Meet established daily, weekly, and monthly performance metrics (KPIs)
• Perform other related duties as assigned

Qualifications

• PTIN required; CTEC certification preferred (or ability to obtain)

Experience

Skills and Competencies

• Knowledge of accounting principles, general ledger functions, and month-end/year-end closing processes
• Proficiency with accounting software (QuickBooks, FreshBooks, or similar)