Staff Accountant
Jonathan W White CPA, PLLC
Senior Accountant
Hall CPA PLLC
full-time
Posted on:
Location Type: Remote
Location: Remote • North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $73,000 - $90,000 per year
Job Level
Senior
About the role
- Supervise a team of staff accountants to ensure quality and timely work product by clearing roadblocks, setting deadlines, managing capacity, and providing training and guidance.
- Demonstrate a working knowledge of the accounting framework by reviewing the work of staff accountants and providing individualized feedback and review notes for the team's betterment.
- Create, review, and deliver quality and timely financial statements, including dashboards, KPIs, and forecasting to clients while building and maintaining a strong client relationship.
- Confidently and comfortably consult with clients regularly via video conference, phone call, or email and, when needed, resolve concerns.
- Become a trusted advisor to our clients regarding best accounting practices and process building, and offer other firm services that could help them achieve their goals as needed.
- Provide other services to clients, including holding weekly or monthly oversight calls and providing ad-hoc reporting and analysis.
- Lead efficient client onboarding utilizing project management tracking to ensure a smooth and satisfactory client experience.
- Within our firm, help identify areas for opportunity and implement positive solutions utilizing collaboration, technology, and automations to create a more efficient and effective work environment.
- At year-end, provide a seamless and clean hand-off of client books to our tax team for tax return preparation.
Requirements
- Bachelor’s or Master’s in Accounting from an accredited college or university
- Minimum of 2-3 years senior-level review experience, preferably with real estate and small business clients
- Minimum 1-2 years of experience working with a team of staff accountants to produce quality deliverables and drive company culture and expectations
- Extensive experience with QuickBooks Online, Yardi, and other property management software
- Knowledge of entity types, entity structuring, and entity transactions
- High level of technical ability with Microsoft Excel and Google Suite
- Proven track record of successfully working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time
- Effective written and oral communication skills and strong interpersonal skills.
- Public accounting experience preferred.
- CPA not required, but will be compensated according to credentials and experience
Benefits
- Unlimited vacation and sick days
- Health insurance
- 401(k) matching
- Tech reimbursement for computer/tech accessories
- Company laptop provided
- Travel expected up to twice per year for team-building events
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accounting frameworkfinancial statementsdashboardsKPIsforecastingentity typesentity structuringentity transactionsMicrosoft ExcelGoogle Suite
Soft skills
leadershipcommunicationinterpersonal skillsclient relationship managementproblem-solvingcollaborationtrainingguidanceproject managementconsulting
Certifications
Bachelor’s in AccountingMaster’s in AccountingCPA
