Membership Directory

Senior Staff Accountant

Posted: 09/27/2020

Major Responsibilities:

  • Complete client engagements with an emphasis on quality standards, timely completion within budget, and profitability.  Keeps management informed of important developments on engagement, analyzes problems, and recommends solutions
  • Perform all levels of accounting duties and periodic financial reporting for clients
  • Reconcile account balances and bank statements, maintain general ledgers, perform variance analyses, and prepare month-end/year-end close documents
  • Prepare and analyzing complex financial reports, budgets, forecasts, and records
  • Make recommendations to management based on analysis of financial statements
  • Review existing client accounting and accounting systems, exercise discretion regarding corrective measures needed with client data and provide solid recommendations
  • Assist in resolving client issues and problems; compile research and prepare reports regarding issues
  • Prepare income tax returns, fixed asset schedules and set clients books to tax
  • Provide training to clients regarding operation of their accounting software, GAAP, and internal controls
  • Provide customer service and field questions from clients
  • Coordinate complex accounting projects and initiatives with other members of the team
  • Review financial reports and journal entries prepared by staff accountants to ensure accuracy
  • Supervise, train and mentor staff assigned to engagements
  • Coordinates the completion of financial statements, work papers and reviews financial statements prepared by the Staff Accountants
  • Develop and document business processes and accounting policies to maintain and strengthen internal controls for staff accountants 
  • Accomplishes accounting and the firm’s mission by completing related tasks, as needed
  • Actively participates in the Firm’s business development efforts.  Professionally represents the Firm at business and community functions.
  • Participation in career development programs to continually grow


Required Skills/Abilities:

  • Proven experience as a financial controller, accounting supervisor or senior accountant
  • Expert knowledge of accounting principles, financial statements, and compliance with GAAP
  • Ability to meet a constant stream of deadlines
  • Awareness of business trends and experience working with clients
  • Proven ability to work both independently and collaboratively with a team and clients
  • Superior analytical and problem-solving skills
  • Great communication verbal and written communication skills with the ability to articulate ideas
  • Ability to speak numbers and business with clients with a keen sense toward business growth
  • Excellent organizational skills, detail-oriented and accuracy driven
  • Proficient with QuickBooks Desktop and QuickBooks Online or similar accounting software; Advanced Microsoft Excel skills (Vlookups and pivot tables), Word, Outlook, and Adobe Pro 

Education and Experience:

  • Bachelor’s degree in accounting, finance, math, business administration or related experience
  • At least five years of general accounting experience demonstrating a progression in complexity, scope, accounting skills and knowledge

Physical Requirements:

  • Prolonged periods sitting at a desk, bending, stooping, kneeling, walking, and working at a computer
  • Lifting requirements of 30 pounds to carry client records, bags, computers, and peripheral equipment

Supervisor, Compensation, Benefits and Other:

  • Reports to Chad Harrison
  • Full-time, 40-hours per week in the office
  • Non-exempt position. At-will employment. Competitive compensation, paid bi-weekly
  • Employee benefits for eligible employees, subject to plan terms: 
    • Health, HSA, dental and vision coverage
    • Simple IRA with up to 3% company match based on contributions
    • Life and long-term disability insurance
    • Paid time off (PTO) earned on an accrual basis and company-paid holidays
    • 90-day and Annual employment review
  • Execution of an employment agreement, non-compete and confidentiality agreements are required  
This position description does not list all the duties of the job. Employees may be asked by supervisors, managers, or partners to perform other duties. Performance evaluations, in part, will be based upon performance of tasks listed in this position description.
The Firm has a right to revise this position description at any time. The position description is not a contract for employment. That is, employment with the Firm is at-will and can be terminated with or without cause, and with or without notice, at any time, at the option of the employee or that of the firm.  

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