Staff Accountant (US Remote)

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Requirements:

• Ability to balance being approachable yet professional in communications.
• Detail-oriented with a focus on avoiding careless mistakes.
• Capable of jugging multiple clients' work and prioritizing effectively.
• Strong communication skills to address deadlines proactively.
• Comfortable working online and using various cloud-based software tools.
• Excellent discretion with clients' privacy and sensitive information.
• Proactive attitude and focus on finding improvements in workflows.
• Experience with at least one type of cloud-based accounting platform (preferably Xero, QBO, Sage, Netsuite, etc.).
• Ability to categorize typical transactions based on a chart of accounts.
• Experience with project or task management tools.
• Bachelor's degree in accounting.

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 and assisting with minor technical issues in their technology stack.
• Assisting with running payroll for clients as needed.
• Providing training to clients on the various systems they use.
• Conducting periodic reviews with clients to ensure services align with their goals.
• Coordinating and monitoring bookkeeper work.
• Communicating daily with clients and keeping the senior accountant informed of deliverable status.