Staff Accountant – Client Accounting Services

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

📋 Description

• Exhibits the capability to accurately code transactions to the correct accounts while possessing a solid understanding of asset capitalization and expense recording.

• Reconciles client bank accounts, including credit cards and investment accounts, using QuickBooks Online or relevant software.

• Shows expertise in all facets of Accounts Payable, encompassing the entry of vendor bills and the preparation/processing of vendor payments.

• Displays proficiency in all aspects of Accounts Receivable, including the entry of client invoices, payment recording, and deposits.

• Prepares and inputs journal entries in client files.

• Demonstrates skill in preparing and processing client payroll, which includes making EFTPS tax payments and completing annual forms W-2, W-3, 1099, and 1096.

• Proficient in preparing and processing payroll tax returns (forms 940, 941, 944, and TWC) using various software applications.

• Effectively trains clients on the usage of QuickBooks Online and shares best practices for maintaining their financial records.

• Proficient in the preparation of Forms 1099 NEC and MISC.

• Allocates client income and expenses by utilizing class tracking and/or job costing features.

• Shows proficiency in Microsoft Excel, including the creation and maintenance of spreadsheets for calculating various client expense allocations.

• Maintains accuracy in preparing workpapers for review.

• Engages with clients regarding their financial records and collects any missing information.

• Reviews accounting files prepared by clients to ensure readiness for tax preparation and makes necessary journal entries.

• Develops expertise in preparing Business Personal Property Tax Renditions.

• Demonstrates the ability to work accurately, efficiently, and within budget while organizing, scheduling, and prioritizing tasks involving multiple assignments.

• Assists with departmental training and the documentation of processes.

• Successfully represents the Firm’s vision and mission positively through community engagement.

⛳️ Requirements

• Bachelor’s Degree in Accounting or a related field (four-year college or university) or an Accounting Certificate.

• Two to four years of relevant experience; experience in Public Accounting is a plus.

• Proficiency with a Microsoft 365 environment, including keyboard, mouse, multiple monitors, laptops, copiers, scanners, and printers.

• Proficiency in Microsoft Office/365 Applications, such as Outlook, Word, Excel, SharePoint, OneDrive, and Teams.

• Familiarity with QuickBooks, CCHAxcess, IDEA, CCH Document, Adobe, Depreciation Solutions, and Caseware.

🏝️ Benefits

• Competitive Compensation and Bonus Programs

• Remote/Hybrid Eligible

• Medical, Dental, & Vision Insurance and HSA/FSA

• Life Insurance, Short-Term Disability, and Long-Term Disability

• 401(k) Retirement Plan

• Paid Time Off, Holidays, and Summer Fridays

• Professional & Personal Development Programs

• Community Service Opportunities