Job Description

Our financial services client is seeking a Staff Accountant to join their growing team and assist with tax and accounting responsibilities.

This role is an exciting opportunity to level up your accounting experience with a great team!

Key Responsibilities:

• Prepare individual, partnership, and corporate tax returns
• Manage accounting functions such as journal entries, reconciliations, and general ledger maintenance
• Perform monthly and year-end closings
• Assist with tax projections and planning for high-net-worth individuals and real estate clients
• Support clients with day-to-day financial operations
• Collaborate closely with one manager on a dedicated book of business
• Use accounting and tax software including UltraTax CS, Accounting CS, QuickBooks, and others
• Maintain excellent client communication and support
• Participate in internal meetings, trainings, and firm-wide team-building activities

Qualifications:

• 2+ years of hands-on experience in accounting, tax, or both
• Prior experience in a public accounting, CPA, or business management firm
• Bachelors Degree in Accounting, Finance, or related field
• Exposure to high-net-worth individuals (HNWI) or real estate clients (preferred)
• Proficiency with UltraTax CS, Accounting CS, SurePrep, QuickBooks, AppFolio, Yardi, Monday.com (strong plus)

Preferred (Nice to Have):

• CPA or CPA candidate in progress
• Experience in a mid-sized firm (not Big 4 preferred, but all candidates considered)
• Ability to handle full-cycle accounting tasks and wear multiple hats
• Strong initiative, eager to learn, and flexible in a team-oriented environment

Salary & Benefits:

• The hourly for this role is $28 - $34/hr depending upon relevant experience and significant overtime is also expected.
• Benefits include a generous PTO plan, annual bonus, employer paid insurance, a 401(k) plan, and more

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