About the role
This is a remote position.
About the Firm
Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced Staff Accountant to join their professional team.
This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy.
About the Role
The Staff Accountant plays a key role in managing monthly client accounting engagements from start to finish, and prepares individual and business tax returns during busy season — giving this role real exposure to the firm’s in-house tax practice from day one.
This is a plug-and-play opportunity for an experienced professional who can independently own the monthly close process, including reconciliations, journal entries, and financial statement preparation, with a natural growth path into a Senior Accountant / Tax Senior role.
Key Responsibilities
Manage a portfolio of monthly bookkeeping and accounting clients (up to 15–20 at capacity over time).
Take each client engagement from start to finish on a monthly basis.
Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
Prepare and post adjusting journal entries and support month-end close processes.
Prepare and finalize monthly financial statements.
Review work when applicable and ensure accuracy of account classifications and reporting.
Prepare individual and business tax returns during busy season.
Communicate with clients as needed to gather documentation and clarify transactions (initially limited client-facing responsibility).
Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.
Requirements
5+ years of accounting/tax experience, preferably within a public accounting environment (candidates with 8–10+ years are encouraged to apply).
Strong understanding of general ledger accounting, reconciliations, adjusting journal entries, and financial statement preparation.
Advanced proficiency in QuickBooks Desktop and QuickBooks Online required (power user level).
Strong organizational skills with the ability to manage multiple client deadlines.
Located in Eastern or Central time zone.
Benefits
Compensation:$90,000–$150,000, depending on experience.
Busy season bonus:Performance bonuses paid in June and December, based on individual and firm performance.
Work arrangement:Remote or hybrid, depending on proximity to a firm office.
•Paid Time Off:Flexible/unlimited PTO.
•Retirement:401(k) with company match.
Health coverage:Medical, dental, and vision insurance.
Professional development:CPE / professional development budget.
Growth path:A clear track toward a Senior Accountant / Tax Senior role within the firm’s in-house tax practice.
Culture:A collaborative, team-oriented environment that values autonomy, precision, and professional growth.
Originally posted on Himalayas