Staff Accountant (Client Accounting & Advisory Services)

Schedule: Hybrid (3 days in-office)
Position Type: Direct Hire (Full-Time or Part-Time Options Available)
Compensation: $80,000 - $95,000 (based on experience)

About the Role

We are seeking a motivated Staff Accountant to join our growing Client Accounting & Advisory Services (CAAS) team. This role is ideal for someone with strong accounting experience, excellent Excel skills, and a desire to grow their career in a collaborative and client-focused environment. We are committed to training and developing our team members for long-term success.

Key Responsibilities

• Perform day-to-day bookkeeping and accounting functions for multiple clients
• Manage month-end close processes, including journal entries and reconciliations
• Conduct balance sheet account reconciliations and variance analysis
• Support outsourced CFO-level services, assisting with financial insights and reporting
• Communicate directly with clients to:
  • Request and track necessary financial information
  • Answer accounting-related questions
  • Research and resolve inquiries
• Troubleshoot issues within accounting systems and recommend improvements
• Assist with accounting software implementations (a plus)
• Process payroll (preferred, not required)
• Contribute to meeting deadlines across multiple client deliverables

Qualifications

• Experience:
  • 3+ years of accounting experience preferred
  • Experience across multiple industries is a plus
• Education:
  • Degree in Accounting or related field preferred, but not required
• Technical Skills:
  • Strong Excel skills required
  • Experience with QuickBooks Online required/preferred
  • Exposure to accounting tech, automation, or AI tools/agents is a plus
• Other Requirements:
  • Stable work history (no frequent job changes)
  • Strong attention to detail and organizational skills
  • Ability to manage multiple clients and deadlines simultaneously
  • Excellent communication and problem-solving skills

What We're Looking For

• Positive attitude and strong work ethic
• Professional, personable, and client-focused mindset
• Someone eager to learn, grow, and take on increasing responsibilities
• Ability to work both independently and collaboratively