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.
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.
• 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.
•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.
• 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.
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