Staff Accountant

FLSA Status:  Exempt

Position Summary

The individual in this position prepares tax returns, standard accounting work papers and statements, and other financial reports.  Responsibilities also include preparing basic statistical and account analyses.  He/she is familiar with tax and audit standard concepts, practices and procedures.  A certain degree of creativity and latitude is required.

Required Experience and Education

  • Bachelor’s degree in Accounting or Finance with 0-3 years in relevant position or equivalent combination of education and experience.

Major Duties and Responsibilities

  • Prepares tax returns and conducts tax research
  • Compiles, prepares and maintains financial data and records in compliance with established policies and procedures
  • Prepares a variety of detailed accounting and statistical functions relating to tax preparation and auditing
  • Prepares work papers that are organized, neat, cross-referenced and supported by conclusions
  • Compiles raw data into trial balance, including recapping cash receipts and disbursements
  • Uses reference materials in researching accounting issues
  • Maintains accurate time and expense records to ensure proper billing of clients
  • Complies with relevant continuing professional education requirements
  • Enhances the firm image by demonstrating “executive presence”.  This means instilling confidence in those you meet by manner, spoken and written word and professional appearance
  • Performs other duties as assigned

Desired Skills, Abilities and Characteristics

  • Ability to maintain confidentiality of firm and client information
  • Effectively communicate through oral and written means
  • Client service oriented
  • Commitment to the profession and the firm
  • Aptitude to learn and effectively use multiple software applications
  • Ability to apply principles of accounting to analyze and prepare financial information
  • Excellent organizational skills
  • Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors and clients
  • Ability to work well with others

Working Conditions

Normal office hours are 8:00 a.m. to 5:00 p.m. Monday through Friday.  Additional hours are required.  There may be occasional overnight travel out-of-town.