Staff Accountant (Small Business Clients)
Indexed description
We're looking for a Staff Accountant who enjoys working directly with clients, solving problems, and helping small businesses stay organized and financially informed.
What You'll Do
In this role, you'll support small business clients by maintaining accurate financial records and helping them understand their numbers.
Responsibilities Include
- Prepare monthly, quarterly, and annual financial statements
- Maintain and reconcile client books using QuickBooks Online
- Assist clients with accounting and payroll questions
- Work closely with an Account Manager to support multiple client accounts
- Identify opportunities to improve processes and efficiency
- Collaborate with internal payroll, tax, and technology teams
Successful Team Members In This Role Are
- Organized and comfortable managing multiple clients
- Strong communicators who respond promptly and professionally
- Curious learners who enjoy improving systems and processes
- Team players who take ownership of their work
- Associate's degree in Accounting, Finance, or related field preferred
- 1–3 years of bookkeeping or accounting experience
- Experience with QuickBooks Online
- Comfortable with Microsoft Excel and modern cloud software
- Strong written and verbal communication skills
- Perks of Being Part of Our Team
Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:
- Medical, Dental, and Vision Insurance
- Short-Term & Long-Term Disability and Life Insurance
- Cafeteria/Section 125 Plan
- Retirement/401(k): Employer match with 100% vesting on day one of eligibility
- Paid Vacation: Starting at 2 weeks, available for use from day one
- Paid Personal Time (PTO): 32 hours available to use from day one
- Paid Holidays: New Year's Day, the first Friday after April 15th, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day
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