Senior Staff Accountant

TMS Financial; Green Bay (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

TMS Financial is seeking a Senior Staff Accountant for our Green Bay, WI office. This role involves handling payroll, data entry, and financial reviews for multiple clients, while interfacing with tax preparers to ensure tax-ready books.

Ideal candidates have 5+ years in accounting (public emphasis), a Bachelor’s or Associate’s degree in a related field, and QuickBooks Online Certification, with strong communication and meticulous attention to detail.

Qualifications

• 5+ years of accounting experience, with emphasis on public accounting.
• Bachelor’s or Associate’s degree in Accounting, Business, Finance, or related field.
• Proficient in QuickBooks with QuickBooks Online Certification.
• Strong communication and attention to detail with accuracy.

Responsibilities

• Handle data entry, payroll, financial review, and other accounting tasks for multiple clients.
• Onboard new clients and set up QuickBooks Online, including chart of accounts, bank feeds, and integrations.
• Manage client communications via phone, email, and virtual meetings.
• Research and resolve client concerns to achieve clear resolutions.
• Prioritize and manage accounting workflows efficiently.
• Prepare and review monthly, quarterly, and annual financial statements.

Skills

General bookkeeping

Payroll

Accounting principles

QuickBooks

Communication

Detail-oriented

Tax preparation collaboration

Public accounting experience

Year-end adjustments

Education

Bachelor’s or Associate’s degree in Accounting, Business, Finance, or related field

Tools

QuickBooks Online

Job description

Senior Staff Accountant

TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-time Senior Staff Accountant for our Green Bay office.

The Ideal Candidate:

• Proven understanding of general bookkeeping, payroll and accounting principles and industry compliance
• Proficient skills in QuickBooks software with QuickBooks Online Certification
• Excellent communication and interpersonal skills
• Detail-oriented with a desire for greatest degree of accuracy
• Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist with year-end adjustments and identify potential tax issues or opportunities during financial reviews
• 5+ years of experience in accounting industry with emphasis on public accounting
• Bachelor’s or Associate’s degree in Accounting, Business, Finance, or related field

Responsibilities:

• Handle accounting tasks including data entry, payroll, financial review, and various other accounting related tasks for multiple clients
• Onboard new clients and set up QuickBooks Online, including chart of accounts, bank-feeds and integrations. Troubleshoot issues and provide guidance to staff and clients
• Client interaction including phone calls, emails, and some face-to-face or virtual meetings
• Research and resolve client concerns, questions, or requests to resolution
• Effectively manage and prioritize accounting workflows
• Prepare and review monthly, quarterly and annual financial statements
• Maintain advanced proficiency in QuickBooks Online
• Maintain firm standards, deadlines and documentation procedures
• Ensure best practices are followed for accuracy and consistency
• Create, enhance, and maintain various standard operating procedures, database projects and other special projects as directed

The position is full-time with a competitive compensation and benefits package. Family-friendly culture, employee-focused, and supports a healthy work life balance.