Staff Accountant

CAPSTONE CPA; Ohio; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Retirement plan

Paid time off

Professional development assistance

Job summary

CAPSTONE CPA, a local Westerville, Ohio CPA firm, seeks an experienced professional with 2–6 years in public accounting to grow with the team. The role focuses on financial statement compilations, write-up services, and comprehensive tax return work for individuals and entities.

Ideal candidates will have a Bachelor’s in Accounting; CPA is a plus. Proficiency in QuickBooks Desktop/Online, MS Excel, MS Word, and UltraTax is expected.

Qualifications

• 2–6 years in public accounting
• Bachelor’s Degree in Accounting required
• CPA a plus
• Proficient in MS Excel and MS Word
• Experience with QuickBooks Desktop/Online and UltraTax

Responsibilities

• Prepare financial statements up to compilations and write-up
• Assist with federal, state and local tax returns for individuals and businesses
• Prepare 1099s and related forms
• Maintain workpaper preparation per firm standards
• Demonstrate analytical and problem-solving skills
• Manage multiple client engagements and deadlines
• Track daily time using firm billing software
• Develop client relationships and provide year-round service

Skills

Public accounting experience

Leadership

Communication skills

Multi-tasking

Analytical skills

Education

Bachelor’s Degree in Accounting

CPA (preferred)

Tools

QuickBooks Desktop

QuickBooks Online

UltraTax

Job description

Job Description

An innovative, local CPA firm seeks another dynamic team member eager to grow in their career and deliver outstanding client service in a relaxed, family-friendly environment.

Our office is located in Westerville, Ohio, a northern suburb of Columbus, with a wide array of clients from individuals to start-up and established enterprises. We pride ourselves on providing accurate and insightful financial information in order to assist in maintaining their profitability and success.

We are currently seeking to expand our team with an experienced professional who has spent 2-6 years in a public accounting environment. Ideal candidates will possess strong leadership and communication skills with proven experience in the delivery of quality client service. Key attributes sought include specialization in the areas of financial statement compilation and preparation services, as well as proficiency in all aspects of general ledger accounting, write-up services, and journal entry preparation. Experience in business tax preparation and QuickBooks consulting is a plus.

You should consider our position if you have:

• Bachelor’s Degree in Accounting required - CPA a plus
• 2-6 years relevant experience in a small local public accounting firm preparing financial statement compilations and business tax returns
• Excellent computer skills in MS Excel, MS Word, as well as high proficiency in QuickBooks Desktop and QuickBooks Online, and professional tax software (UltraTax preferred)
• Strong analytical and problem-solving skills
• Ability to manage multiple, concurrent projects
• Excellent organizational and communication skills

In this critical role you will:

• Prepare various accounting and financial statement products up to and including financial statement compilations and preparations, with transaction data entry, account reconciliation, general ledger write-up and journal entry preparation as required
• Assist with the preparation of federal, state and local income tax returns for individuals, corporations, S corporations, LLCs and partnerships
• Prepare annual 1099’s and related forms, BWC true-up reconciliation, Ohio CAT filings and limited payroll forms
• Maintain effective workpaper preparation in compliance with firm standards and procedures
• Demonstrate critical thinking and research skills to determine conclusions and recommendations
• Effectively multitask multiple client engagements, prioritize tasks and be a great team player
• Track daily time through firm billing software with sensitivity to maintenance of an appropriate billable time ratio
• Independently manage your workload once you are trained in our processes
• Develop the ability to identify and propose resolutions to income tax issues
• Assist in developing and sustaining strong client relationships for our firm
• A commitment to work extended hours, typically 55 hours a week including Saturdays during the months of January through April, with reduced office hours in the summer and other potential flexibility the rest of the year

Why should you choose us:

• We support a fun, friendly, business-casual environment that empowers all team members to achieve their professional and personal goals
• Competitive compensation packages including health/dental/life insurance, retirement plan and paid time off
• Professional development assistance for approved job-related continuing education

Company Description

Please visit our website to learn more about our company: www.CapstoneCPA.com