Staff Accountant (US Remote)

About the position

Responsibilities
• Posting weekly or monthly activity for clients into their cloud-based accounting system
• Performing month-end reviews and reconciling accounts against bank and credit card statements
• Generating journal entries and any other accruals or adjustments needed for clients
• Utilizing web-based tools to process payments for clients that utilize outsourced A/P functions
• Generating monthly or quarterly reporting dashboards for clients
• Responding to client inquiries for information about transactions and assisting them with minor technical issues
• Assisting with running payroll for clients as needed
• Providing training to clients on the various systems they use as needed
• Performing reviews with the client periodically to ensure services align with their goals
• Coordinating and monitoring bookkeeper work
• Communicating daily with clients via email and within 48 hours of email receipt
• Keeping senior accountant informed of deliverable status

Requirements
• Bachelor’s degree in accounting
• At least one year of experience working for multiple clients
• Experience with at least one type of cloud-based accounting platform (preferably Xero, QBO, Sage, or Netsuite)
• Ability to categorize transactions based on a typical chart of accounts
• Experience using project management, task management, or practice management tools

Nice-to-haves
• Detail-oriented with strong communication skills
• Ability to juggle multiple clients and prioritize tasks
• Proactive attitude towards finding better ways to work
• Comfortable working online and using various software tools
• Top-notch discretion in handling clients’ privacy and sensitive information

Benefits
• Flexible schedule and ability to work-from-anywhere
• Comprehensive healthcare and dental plans
• Robust 401(k) retirement savings program
• Opportunities for bonuses based on goals and metrics
• Complimentary Peloton membership
• Generous paid time off (PTO)