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.


  • 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.


  • 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.


Job Application Form

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