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Staff Accountant
2 weeks ago
Who are we?
We are not your stereotypical accounting firm. We utilize technology, precise processes and organization, and an atmosphere of collaboration mixed with self-sufficiency. We aim to work smarter and not be chained to our desks.
Unlike traditional accounting firms, we only serve small businesses and their owners. All of the clients work with us on a monthly basis, which provides our team with the opportunity to develop long-term, meaningful relationships with small business owners. Because of this monthly business model, our tax season is not as hectic or demanding as other accounting firms. The right person for this role is someone who is motivated by helping their team and small business owners succeed.
How you will have an impact within our firm:
In the role of staff accountant, you will play a crucial role in providing comprehensive accounting services to clients. You will work closely with our team of professionals to ensure accurate financial reporting, efficient bookkeeping, and compliance with relevant laws and regulations. This position offers an excellent opportunity to grow your career in the accounting field within a supportive and collaborative environment.
Responsibilities
Financial Recordkeeping:
• Maintain accurate and up-to-date financial records for clients, including recording financial transactions, processing invoices, and managing accounts payable and receivable. Use accounting software or tools to enter, organize, and store financial data efficiently.
• General Ledger Maintenance: Prepare and maintain general ledgers, including journal entries, adjustments, and reconciliations. Ensure the accuracy and completeness of ledger entries and resolve any discrepancies.
• Financial Statement Preparation: Assist in the preparation of financial statements, such as balance sheets, income statements, and cash flow statements, using the information compiled from the general ledger. Verify the accuracy of financial reports and highlight any issues or concerns to the supervising accountant.
• Payroll Processing: Manage payroll processes, including calculating employee wages, processing payroll tax deductions, and preparing payroll reports. Ensure compliance with applicable tax laws and regulations.
• Bank Reconciliation: Perform regular bank and credit card reconciliations to ensure that all transactions are accurately recorded in the books and that the balances match the bank statements. Investigate and resolve any discrepancies identified during the reconciliation process.
• Financial Analysis and Reporting: Assist in analyzing financial data and preparing various reports, such as budgetary analysis, profit and loss statements, and financial forecasts. Provide accurate and timely financial information to aid decision-making processes.
• Compliance and Documentation: Ensure compliance with accounting principles, regulations, and company policies. Maintain proper documentation and filing systems for financial records and related documents.
Client Interaction:
• Interact with clients regarding financial transactions, inquiries, and documentation requests. Collaborate with clients and the firm's accountants to gather necessary information and address any accounting-related concerns.
• Communication and Teamwork: Collaborate effectively with colleagues within the CPA firm, including accountants, auditors, and administrative staff. Communicate financial information clearly and professionally to team members and clients.
• Communicate financial information clearly and professionally to team members and clients.
Qualifications
This position is ideal for someone who has:
• Associate's or bachelor's Degree in business, accounting, or related field.
• 2 years as a staff accountant, bookkeeper, or similar role, preferably within a CPA firm or professional services environment.
• Has worked in QuickBooks Online for over 2 years.
• Strong understanding of accounting principles and practices.
• Excellent attention to detail and accuracy in data entry and financial recordkeeping.
• Familiarity with payroll processing and applicable tax regulations.
• Solid analytical and problem-solving skills to identify and resolve accounting discrepancies.
• Strong organizational and time management abilities to handle multiple tasks and meet deadlines.
• Effective written and verbal communication skills to interact with clients and colleagues.
• An affection for client services and working with diverse client groups; patience, positive attitude, and commitment to excellence.
• Ability to maintain confidentiality of sensitive financial information.
• Ability to deliver excellent client experience.
• Ability to drive to the Canton office daily and work primarily in the office. (Holly Springs Area).
• No drama, we are a professional and ethical firm that serves in a high-level, respectable advisory position with clients.
