Staff Accountant

Trio Heating & Air; San Jose (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental, vision insurance

401(k) matching

Career Growth opportunities

Supportive work culture

Job summary

A leading HVAC company in San Jose is seeking a detail-oriented Staff Accountant to manage financial transactions and reporting. This role requires a Bachelor's degree in Accounting or Finance, along with strong skills in QuickBooks and Excel. You'll work independently and collaboratively, ensuring accurate financial reports and supporting audits. Competitive pay and benefits offered.

Qualifications

• 1-3 years of accounting experience, preferably in general ledger accounting.
• Strong communication skills for working with internal teams and vendors.
• Familiarity with HVAC industry accounting is a plus but not required.
• Excellent attention to detail and organizational skills.
• Ability to work independently and as part of a team.
• Strong communication skills for working with internal teams and vendors.
• Familiarity with HVAC industry accounting is a plus but not required.

Responsibilities

• Maintain and update the general ledger by posting and reconciling journal entries.
• Process accounts payable and receivable for timely payments.
• Reconcile bank accounts and resolve discrepancies.
• Assist in the preparation of monthly financial statements and reports.
• Support month-end and year-end closing processes.
• Manage fixed assets, including tracking acquisitions, depreciation, and disposals.
• Provide support for tax filings and audits.
• Collaborate with other departments to ensure accurate financial reporting.
• Assist with special projects and process improvements.

Skills

Knowledge of GAAP

Attention to detail

Analytical skills

Organizational skills

Communication skills

Teamwork

Deadline oriented

Integrity

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

QuickBooks

Microsoft Excel

Job description

Join Our Growing Team at TRIO Heating, Air & Plumbing – Accounting Specialist

Overview

We’re not your average HVAC company. We’re growing fast, breaking records, and setting new standards across the industry. We’ve earned 4 out of 5 national awards from Bryant, were named Fastest-Growing HVAC Company in the Nation by ServiceTitan, and landed on the Inc. 5000 list for our explosive growth. And we don’t just care about performance—we care about impact. At TRIO, we plant one tree for every job we complete, with over 10,000 trees planted so far. We’ve built a company where top techs thrive—and now we’re hiring more.

Position Overview

We are looking for a detail-oriented and self-motivated Staff Accountant to support our accounting operations. The ideal candidate will be responsible for managing key financial transactions and reporting processes, including general ledger maintenance, reconciliations, and accounts payable/receivable.

Key Responsibilities

• Maintain and update the general ledger by posting and reconciling journal entries.
• Process accounts payable and receivable, ensuring timely payments and accurate recording.
• Reconcile bank accounts and resolve discrepancies.
• Assist in the preparation of monthly financial statements and reports.
• Support month-end and year-end closing processes.
• Manage fixed assets, including tracking acquisitions, depreciation, and disposals.
• Provide support for tax filings and audits.
• Collaborate with other departments to ensure accurate financial reporting.
• Assist with special projects and process improvements.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).
• 1-3 years of accounting experience, preferably in general ledger accounting.
• Strong proficiency in QuickBooks and Microsoft Excel.
• Excellent attention to detail and organizational skills.
• Ability to work independently and as part of a team.
• Strong communication skills for working with internal teams and vendors.
• Familiarity with HVAC industry accounting is a plus but not required.

Skills

• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Excellent attention to detail and accuracy in financial reporting.
• Strong analytical and problem-solving abilities.
• Good organizational skills and ability to prioritize tasks.
• Ability to work both independently and collaboratively as part of a team.
• Strong communication skills, especially when interacting with internal teams and vendors.
• Ability to work under pressure and meet tight deadlines.
• High level of integrity and commitment to confidentiality in handling financial data.

Why Join TRIO?

• Competitive pay
• Full Benefits: Medical, dental, vision insurance, and 401(k) matching
• Career Growth: Be part of a company that’s scaling rapidly and values performance
• Work Culture: Fast-paced, supportive, and built for high achievers

Certifications

• CPA certification is preferred but not required.

Benefits

• Competitive hourly rate (based on experience).
• Work with a leading HVAC company in San Jose.