Staff Accountant – Client Accounting Services

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

📋 Description

• Exhibits the capability to assign transactions to the correct accounts while demonstrating a solid understanding of capitalizing assets and documenting expenses.

• 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 areas of Accounts Receivable, including the entry of client invoices, recording payments, and processing deposits.

• Prepares and inputs journal entries into the client file.

• Exhibits proficiency in preparing and processing client payroll, including making EFTPS tax payments and handling annual forms W-2, W-3, 1099, and 1096.

• Demonstrates skill in the preparation and processing of payroll tax returns (forms 940, 941, 944, and TWC) using various software applications.

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

• Shows proficiency in the preparation of Forms 1099 NEC and MISC.

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

• Exhibits proficiency in Microsoft Excel, including the creation and maintenance of spreadsheets for calculating the allocation of diverse client expenses.

• Maintains accuracy in preparing workpapers for review.

• Communicates effectively with clients regarding their financial records and obtains any necessary missing information.

• Reviews accounting files prepared by clients to prepare for tax filing and makes journal entries as necessary.

• Develops expertise in the preparation of Business Personal Property Tax Renditions.

• Demonstrates the ability to work with precision, efficiency, and within budget constraints while organizing, scheduling, and prioritizing tasks across multiple assignments.

• Assists in departmental training and the documentation of processes.

• Reflects 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 an advantage.

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

• Skilled 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.

• Eligible for remote/hybrid work arrangements.

• Medical, dental, and vision insurance, along with HSA/FSA options.

• Life insurance, short-term disability, and long-term disability coverage.

• 401(k) retirement plan.

• Paid time off, holidays, and summer Fridays.

• Opportunities for professional and personal development.

• Community service opportunities.