Staff Accountant – Toledo

The role of the Staff Accountant is to support clients in a variety of accounting projects, which would include performing general accounting, month-end close functions, preparing financial statements, and performing other special accounting projects as needed. The Accounting Services Staff Accountant focuses on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks:

• General accounting services including bank reconciliation, accounts receivable/payable, monthly close process, and compiling financial statements.
• Knowledge of accrual accounting.
• Prepare financial and operational consulting reports.
• Prepare sales tax, use tax, commercial activity tax (CAT), and payroll tax returns.
• Train and assist clients with bookkeeping tasks in various accounting software including QuickBooks Desktop and QuickBooks Online.

Profitability:

• Ability to perform assigned client engagements within both a defined budget and a defined timeline.
• Ability to multi-task and prioritize projects.
• Ability to utilize and leverage technology efficiently.

Practice Growth:

• Identify opportunities to represent firm and build relationships by attending special events and meetings.
• Develop networking and other practice development skills.
• Ability to identify special projects and/or internal firm initiatives that will provide opportunities for professional and personal growth.

Client Focus:

• Develop strong analytical skills and a deep knowledge of technical concepts.
• Develop judgment to identify and mitigate risks.
• Coordinate and collaborate with direct supervisor on a frequent basis, to ensure efficient flow of information relative to client engagements.
• Demonstrate the importance of learning and understanding the client’s business, industry and resources available to provide value to clients.

Brand Culture:

• Exemplify Brand Attributes of the Firm and promote a positive work environment.
• Support and ensure adherence to all administrative policies and procedures of the Firm.
• Exhibit the ability to work independently, having confidence in his/her ability to address and resolve conflict with peers, subordinates, and firm leaders.
• Consistently seek feedback on performance from superiors to enhance and develop professional and technical skills.

Work Experience and Education:

• Associate’s or Bachelor’s Degree in Accounting or equivalent experience and/or 3+ years of experience as a successful bookkeeper or accountant.
• Proficiency in the use of QuickBooks Desktop, QuickBooks Online, and Microsoft Office products including Excel and Word.  Certified QuickBooks Pro Advisor preferred but not required.
• Excellent analytical and organizational skills.
• Excellent verbal and written communication skills.
• Ability to manage a number of projects at once.
• Confidence to work with a variety of clients (internal and external).
• Ability to work well independently and complete projects in a timely manner.

Organizational Relationships:

• Will report directly to a Performance Manager who will provide any necessary guidance relative to work performance through the formal evaluation process.

Special Requirements:

• Reliable transportation for occasional on-site client work required.