We are seeking a highly motivated and detail-oriented Staff Accountant to join our team. The ideal candidate will have a strong background in bookkeeping practices, including accounts receivable and payable as well as excellent analytical and problem-solving skills. As a Staff Accountant, you will be responsible for maintaining accurate financial records and overseeing the daily financial operations .

Finance

• Manage AP; set up vendors in tracking system, initiate bills, ensure payments are processed
• Manage AR; set up clients in tracking system, initiate invoices, ensure payment is received
• Record day-to-day financial transactions and complete the posting process
• Monitor financial transactions and reports
• Manage payroll and tax process, including administration of time and attendance system, bi-weekly payroll, and tax payments
• Prepare monthly financial reports through collection and entry of data in QuickBooks
• Work with the Controller as needed, to ensure proper filing of taxes and accurate financial reports
• Other duties as assigned

Operations

• Maintaining records in the Corporate Book
• Setting up approved vendors and new customers in Company systems (collecting W9) and processes
• Responsible for maintaining accurate employment records, data, and personnel files including new hire, termination, transfer and promotion documentation in compliance with state and federal regulations
• Manage commission tracking and payment for sales team members
• Manage corporate renewals including 409A valuation and insurance, request COIs, manage spreadsheet of current insurance coverage
• Oversee completion of required reporting for employee benefits including W-2, ACA (PCORI annual filings), 1099
• Support new hire onboarding process as assigned
• Support annual retreat budgeting, planning and execution
• Other duties as assigned.*

REQUIREMENTS

• Required experience: 5+ years of bookkeeping experience required
• Preferred education: Bachelor’s degree in accounting, finance or related field
• Required industry experience or certification: Quickbooks training and/or certification
• Excellent organizational and time management skills
• Strong attention to detail and accuracy
• Physical demands of the job: Work is performed while standing, sitting and/ or walking
• Other specific requirements for the position
  • Must be authorized to work in the United States

Company Standard Requirements:

• Ability to work well with others in a collaborative environment
• Ability to get things done with resources you don’t control
• Willingness to admit you don’t know and ask for help
• Exhibit constant curiosity and a drive to problem solve
• Exhibit desire to learn and grow on a continuous basis with feedback