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) Apply tot his job Apply To this Job