Staff Accountant

Creative Planning; United States; On-site; USD 50,000 - 70,000; Full time

Job summary

A reputable financial services firm seeks a Staff Accountant to provide accurate financial data for client statements. This full-time position requires 0-3 years of experience, proficiency in accounting software, and strong communication skills. Responsibilities include coding transactions, reconciliations, and processing accounts payable and receivable. The ideal candidate will thrive in a team environment and be self-motivated to meet deadlines in a varied industry context.

Qualifications

• 0-3 years relevant experience in accounting.
• Self-motivated with excellent communication skills.
• Ability to manage deadlines and prioritize tasks.

Responsibilities

• Code banking and credit card transactions.
• Complete bank and credit card reconciliations.
• Process accounts payable and receivable.

Skills

Accounting software proficiency

Organizational skills

Verbal communication

Written communication

Analytical skills

Tools

QuickBooks Online

Bill.com

Sage Intacct

MS Office

Job description

The Outsourced Accounting Staff Accountant will compile and provide timely and accurate financial data to assist in preparing client financial statements. This position will work in a variety of industries including retail, professional services, restaurant, construction, and non‑for‑profit. We seek a candidate eager to advance their relationship skills to work with mid‑market companies and their owners.

Job Duties

• Code banking and credit card transactions
• Complete bank and credit card reconciliations
• Record payroll journal entries
• Process accounts payable
• Assist in 1099 preparation
• Process account receivable
• Basic knowledge and continued education of payroll rules and taxability
• Develop direct client contact for the purpose of retrieving and communicating specific information
• Familiarity with applicable accounting programs

Required Experience / Qualifications

• 0-3 years relevant experience
• Proficient with Accounting software
• With guidance and feedback from more senior employees, seeks to limit rework by producing quality deliverables on the first attempt, avoiding negligent errors
• Organizes work to be easily interpreted by a reviewer or client
• Sets priorities according to external deadlines and project criticality; knows when to raise priority setting conflicts to management
• Leads by example, guided by the firm’s core values
• Works well in a team environment
• Exerts extra effort when necessary to hit deadlines
• Self‑motivated, meets weekly/engagement hours expectations
• Excellent verbal and written communication skills
• Ability to intake complex thoughts, synthesize them into clear, concise language then present with a cohesive narrative
• References and documents work
• Experience with QuickBooks Online and Bill.com

Preferred Experience

• Experience with Sage Intacct and/or Ramp
• Background in the healthcare industry; strongly preferred

Technical Skills

• MS Office / Windows experience particularly financial modelling and data management in Excel
• Strong analytical and problem‑solving abilities
• Excellent written and verbal communication skills
• Ability to communicate effectively with clients via email and phone

Seniority level

Associate

Employment type

Full‑time

Job function

Accounting/Auditing, Finance, and Consulting