Staff Accountant

This is a fully remote position, open to applicants in Texas.

📋 Description

• Prepare monthly accounting tasks, which include bank reconciliation, general ledger management, balance sheet preparation, and income statement generation for an expanding CPA firm that focuses on financial planning for a national clientele.

• Produce accounting records, financial statements, and various financial reports.

• Create account records and accurately input entries into the designated accounts.

• Document and sustain financial records by utilizing modern technologies.

• Prepare month-end journal entries and assist in the preparation of financial statements.

• Reconcile bank statements with general ledgers.

• Execute monthly account reconciliations for balance sheet accounts, which encompass capital projects in progress and miscellaneous revenue accounts.

• Deliver first-line monthly accounting services.

• Generate monthly and quarterly financial statements and reconcile both bank and credit card accounts.

• Evaluate the accuracy of the general ledger.

• Prepare after-the-fact payroll summaries and maintain journal entries.

• Reconcile balance sheet accounts with corresponding supporting documents.

• Ensure compliance with applicable laws and regulations while preparing year-end Forms 1096 and 1099.

• Collaborate with clients as necessary to finalize financial statements.

• Manage a diverse portfolio of clients and organize supporting documentation.

• Guarantee timely financial reports for clients and planning teams while achieving departmental production objectives.

⛳️ Requirements

• Required: 2-5 years of experience in the accounting field.

• Preferred: Bachelor’s Degree from a regionally accredited institution.

• Preferred: Experience in a multi-client CPA firm.

• Preferred: Proficiency in QuickBooks software.

• Must be proficient in Microsoft Word and Excel.

• Ability to work collaboratively and maintain a positive attitude.

• Must be legally authorized to work in the United States.

• Note: Our Firm does not currently offer sponsorship for employment visa status.

• Willingness to undergo pre-employment screening relevant to the position.

🏝️ Benefits

• Heavily subsidized medical insurance options.

• Generous employer contributions to Health Savings Accounts (HSA).

• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident Insurance, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health services.

• Dental and Vision insurance plans.

• Unlimited Paid Time Off (PTO).

• Organization-paid holidays, including an extended Winter Break.

• Safe Harbor 401(k) Plan.

• Employer-paid professional dues, licenses, and renewals.

• Continuing Education resources available.

• Family Planning Assistance Program and Paid Parental Leave offered.

• Subsidized fitness programs available.