The company is a fast-growing, privately held wealth management firm with integrated accounting, tax, and broker sales services under one roof. We specialize in supporting doctors who own their own practices, including dentists and private medical professionals. We value collaboration, wellness, community service, and building long-term careers not just jobs.

Position Summary

We are seeking detail-oriented and motivated Staff Accountants to support our client accounting team. This role is responsible for producing accurate monthly, quarterly, and annual financial statements for multiple clients. The ideal candidate is highly organized, enjoys working with numbers, and thrives in a collaborative, performance-driven environment.

Key Responsibilities

• Prepare monthly, quarterly, and annual financial statements for accounting clients.
• Enter and import financial data into QuickBooks Online.
• Perform bank and credit card reconciliations.
• Record payroll and other month-end journal entries.
• Maintain fixed asset schedules.
• Assist with tax return preparation during busy season.
• Support ad-hoc accounting projects as assigned.
• Meet monthly close timelines with a high level of accuracy.

Qualifications & Experience

• 2–5+ years of progressive accounting or bookkeeping experience.
• Strong knowledge of accounting principles, including cash and tax basis accounting.
• High level of proficiency in QuickBooks Online.
• QuickBooks Online Certified ProAdvisor (required).
• Strong Microsoft Excel skills.
• Experience with Ramp and/or Rippling is a plus.
• Ability to learn new software and systems quickly.
• Fluent in spoken and written English.

Competencies & Attributes

• Highly organized, detail-oriented, and hands-on.
• Analytical with strong prioritization and multitasking skills.
• Self-driven with the ability to work independently with minimal supervision.
• Strong verbal and written communication skills.
• Professional and confidential in handling sensitive information.
• Collaborative team player who enjoys contributing to a positive work environment.
• Motivated by metrics, feedback, and opportunities for growth.