Staff Accountant
Position Summary
The Staff Accountant is responsible for executing and owning defined components of the month-end close across multiple client accounts. This role requires strong technical accounting skills, high proficiency in QuickBooks Online and Excel, excellent communication skills and the ability to work independently in a fast-paced, remote environment.
This is a hands-on accounting role, not an entry-level position. The Staff Accountant is expected to exercise judgment, meet deadlines consistently, and maintain clean, accurate financials with minimal oversight.
Key Responsibilities
Accounting & Month-End Close
• Own assigned portions of the month-end close process
• Prepare, post, and document journal entries
• Perform and review bank, credit card, and balance sheet reconciliations
• Investigate and resolve discrepancies and unknown transactions
• Ensure financial records are accurate, complete, and timely
• Escalate complex or non-routine accounting issues appropriately
QuickBooks Online (QBO)
• Maintain and manage multiple client files in QuickBooks Online
• Manage bank feeds, rules, and transaction workflows
• Ensure proper account classifications and chart of accounts usage
• Identify and correct prior-period errors when discovered
• Maintain supporting documentation for all balance sheet accounts
Excel & Financial Analysis
• Use Excel daily to support reconciliations, analysis, and reviews
• Build and maintain schedules, rollforwards, and variance analyses
• Use advanced Excel functions including XLOOKUP/VLOOKUP, SUMIFS, IF formulas, and pivot tables
• Analyze large data sets exported from QBO to identify issues, trends, and anomalies
Client & Internal Communication
• Respond to routine client accounting inquiries professionally and promptly
• Request missing documentation and follow up proactively
• Provide clear status updates on assigned tasks
• Collaborate with Bookkeepers and Senior Accountants to ensure clean handoffs
Process & Quality Control
• Follow established SOPs and workflows consistently
• Document work clearly for review and continuity
• Identify opportunities for process improvement and efficiency
• Maintain firm standards for accuracy, organization, and responsiveness
Required Qualifications
Technical Skills
• Strong proficiency in QuickBooks Online (required)
• Intermediate / Advanced Excel skills (required)
• Solid understanding of accrual-basis accounting
• Experience with journal entries and account reconciliations
• Ability to manage multiple deadlines across multiple clients
• Excellent written and verbal communication (required)
Experience & Education
• 3–6 years of accounting or bookkeeping experience
• Experience working with multiple clients or in a virtual environment preferred
• Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent practical experience preferred)
Professional Competencies
• High attention to detail and accuracy
• Strong organizational and time-management skills
• Comfortable working independently with minimal supervision
• Proactive problem solver with sound judgment
• Professional, responsive communicator in a remote setting
What This Role Is Not
• Not an entry-level position
• Not a data-entry-only bookkeeping role
• Not responsible for final review or complex technical accounting decisions
Success Indicators
• Consistently on-time closes
• Clean reconciliations with minimal review notes
• Demonstrated proficiency in QBO and Excel
• Reliable ownership of assigned responsibilities
• Strong collaboration with internal team and clients
Apply Now
Apply Now