Posted: Mar 6, 2026
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 tot his job
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