This is a remote position.
About the Firm
Our client, a well-established wealth management firm with a robust in-house tax practice stemming from a large CPA firm acquisition, is seeking an experienced Staff Accountant to join their professional team. This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy.
About the Role
The Staff Accountant plays a key role in managing monthly client accounting engagements from start to finish. This is a plug-and-play opportunity for an experienced professional who can independently own the monthly close process, including reconciliations, journal entries, and financial statement preparation.
The ideal candidate has experience working within the tax/accounting space and supporting professional service businesses such as legal or medical practices.
Key ResponsibilitiesManage a portfolio of monthly bookkeeping and accounting clients (up to 15–20 at capacity over time).
Take each client engagement from start to finish on a monthly basis.
Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
Prepare and post adjusting journal entries and support month-end close processes.
Prepare and finalize monthly financial statements.
Review work when applicable and ensure accuracy of account classifications and reporting.
Communicate with clients as needed to gather documentation and clarify transactions (initially limited client-facing responsibility).
Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.
Manage a portfolio of monthly bookkeeping and accounting clients (up to 15–20 at capacity over time).
Take each client engagement from start to finish on a monthly basis.
Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
Prepare and post adjusting journal entries and support month-end close processes.
Prepare and finalize monthly financial statements.
Review work when applicable and ensure accuracy of account classifications and reporting.
Communicate with clients as needed to gather documentation and clarify transactions (initially limited client-facing responsibility).
Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.
Requirements
5–7 years of accounting/bookkeeping experience, preferably within a tax, public accounting, or client accounting services environment.
Experience working with professional service firms such as legal or medical practices preferred.
Strong understanding of general ledger accounting, reconciliations, adjusting journal entries, and financial statement preparation.
Advanced proficiency in QuickBooks Desktop and QuickBooks Online required (power user level).
Strong organizational skills with the ability to manage multiple client deadlines.
Located in Eastern time zone
Benefits
Competitive compensation
Comprehensive benefits package and Paid Time Off (PTO).
A collaborative, team-oriented environment that values autonomy, precision, and professional growth.
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