Staff Accountant, Technology Services

4 weeks ago

Carmel, United States Milestone Business Solutions Full time
Are you . . .
  • A creative problem solver?
  • Motivated by helping others achieve their vision?
  • Comfortable not taking yourself too seriously?
If so, we'd love to meet you.

About Us

Milestone is a rapidly growing professional services firm that provides Outsourced Accounting and HR services to small and medium-sized businesses. We are headquartered in Indianapolis but have a national footprint. Our team members are talented, committed, and fun-loving. Our culture is collegial and supportive, and we don't believe in office politics.

What it's like to work at Milestone . . .

Best-in-Class Tech

We use best-in-class technology for everything we do. Whether it's internal tools that promote a more productive work environment or client-facing apps that improve our service delivery, we pride ourselves on staying on the cutting edge.

Remote Work Environment

Milestone is a "remote-first" work environment because we believe it provides the most flexibility for team members and gives us access to exceptional talent. We use office space for collaboration, team meetings, or when we just need a change of scenery.

Collaborative Team

When we say it, we mean it. Our environment is very collaborative and our team members support each other. We believe that a committed team that works well together can accomplish great things.

About the Position:

This position will be hybrid during the first 90 days with approximately 2 days per week in our Carmel, Indiana office. The position is eligible to be fully remote after training.

Responsibilities:
  • Provide implementation and onboarding services for our new and existing accounting clients.
    • Work with the Tech Services team during the onboarding and implementation process, ensuring a smooth transition and positive experience for our Clients
    • Initiate system accounts for new Clients in our standard client-facing tech stack
    • Prepare materials, slides, cheat sheets, sample invoices and receipts, and prep demo accounts for our Client education sessions.
    • Update system access when Client contacts or internal team members change
    • Participate in process documentation, including recommendations for improvement in our internal processes
    • Ensures our team has appropriate access to all relevant systems, escalating when necessary. Participate in additional research projects related to accounting technology
  • Provide recurring accounting services at the Staff Accountant I level
    • Process accounts receivable and accounts payable transactions for our recurring Clients
    • Handle reconciliation of bank and credit card accounts on a monthly basis
    • Handle recurring journal entries
    • Provide client updates, answer questions and escalate to a controller as necessary
Qualifications:
  • Bachelor's degree in Accounting required
  • 0 - 1 year of related experience
  • Excel skills and experience with accounting apps preferred.
  • College coursework in Information Systems is a plus
  • Excellent written and verbal communication skills with extremely strong attention to detail
  • Ability to plan, prioritize, and organize work effectively while balancing multiple projects
  • Advanced problem-solving skills with an ability to adapt to changing priorities and new systems

Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment. Milestone is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

To learn more about Milestone, visit our website at www.milestone.inc.

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