Staff Accountant

TRM CPA; United States; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Work from home

Regular team events at travel destinations

Job summary

TRM CPA in the United States is seeking a detail-oriented Staff Accountant to join their collaborative team. This role is ideal for an early-career accounting professional eager to build a solid foundation in financial analysis and client services. Responsibilities include performing monthly accounting duties, preparing financial statements, and collaborating with other professionals on payroll and tax document preparations. The position offers benefits including paid time off and the ability to work from home.

Qualifications

• 2+ years minimum client accounting experience, ideally in a CPA firm.
• Experience with payroll processing and QBO integration.
• Proficiency in Microsoft Excel required.

Responsibilities

• Perform monthly client accounting duties including reconciliations.
• Prepare financial statements for clients.
• Work closely with tax professionals by organizing financial documents.

Skills

Client accounting experience

Payroll processing

Microsoft Excel proficiency

Communication skills

Attention to detail

Organizational skills

Tools

Zoom

Slack

ShareFile

Outlook

Karbon

Job description

Are you a detail-oriented accountant who loves keeping the books clean and the numbers right? Do you want to be part of a team that genuinely cares about the clients you serve? If so, we at TRM CPA would love to chat with you about our Staff Accountant role! This is an excellent opportunity for an early-career accounting professional looking to build a strong foundation in general ledger accounting, financial analysis, and client accounting services within a collaborative CPA firm environment.

Responsibilities

• Perform monthly client accounting duties for clients in the $250K-$5M annual gross revenue range including bank, credit card, and balance sheet account reconciliations
• Prepare monthly, quarterly, and annual financial statements for these clients
• Work closely with tax professionals by gathering and organizing financial documents and year‑end data
• Support senior team members with other accounting and reporting tasks such as payroll, 1099 processing, and other similar duties

Requirements

• 2+ years minimum client accounting experience, ideally working with business clients in a varying range of industry types. CPA firm environment preferred.
• Experience with payroll processing within different payroll platforms, and understanding how to make QBO tie to the payroll tax returns
• Proficiency in working with Microsoft Excel
• Ability and willingness to be client-facing for information gathering and answering clients’ questions
• Maintain confidentiality and demonstrate a high level of professionalism in all communications
• The strength and determination to work in a fast-paced, high-growth environment
• A servant’s heart and positive attitude for helping business owners understand the financial side of their businesses
• Strong attention to detail and organizational skills
• Experience with Zoom, Slack, ShareFile, Outlook, and Karbon is a plus
• Converting clients to QBO from QB Desktop and other accounting platforms is a plus

At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!):

Core Values

• Integrity – We do what’s right over what is easy
• Ownership – We take initiative and accept responsibility
• Humility – We stay humble and open-minded to new ideas
• Teamwork – We value people over numbers and believe we can go farther by working together
• Positivity – We face challenges with optimism
• Excellence – We go above and beyond in all we do
• Growth – We push the limits of our abilities and strive to be better every day
• Awesomeness – We create fun and a little weirdness

Benefits

• Paid time off
• Work from home
• Regular team events at travel destinations