Staff Accountant

J

Jonathan White CPA

Posted 2 months ago

Full Time

Matthews, North Carolina

Hybrid

Smart Summary

Responsibilities

The Staff Accountant will manage full-cycle accounting for 25-30 clients, including preparing financial statements, bank reconciliations, and tax returns. They are also responsible for entering client data, handling routine inquiries, and assisting with month and year-end closeout processes.

Qualifications

You have at least one year of full-charge accounting experience in public accounting, with a strong knowledge of QuickBooks Online and the Microsoft suite. You are adept at preparing financial statements, journal entries, tax estimates, and reconciliations, and possess excellent communication and multi-tasking skills to manage multiple clients in a fast-paced environment.

Must Have Skills for ATS

QuickBooks Online

Microsoft suite

W2s

1099 reporting

Bank reconciliations

Credit card reconciliations

Fixed Asset Tracking

Financial statements

Journal entries

Payroll

Sales & Use Tax Returns

Property Tax Returns

Practice CS

Job Description

Company Description

*** This is NOT a fully remote position, it is hybrid after 1 year in office training ***

Staff Accountant

If you are looking for Exceptional Growth…. this is a great opportunity to become involved with a rapidly growing firm | Work with interesting clients | Use tech-savvy solutions

Company Description

Jonathan White CPA, PLLC is currently seeking an experienced STAFF ACCOUNTANT with 1-3 years of recent full cycle public accounting experience with a strong knowledge of QuickBooks Online for a full-time position.

Job Description

As a Full Charge Accountant, you will be responsible for multiple clients (25 - 30 monthly). The ideal applicant must be able to receive raw data and be able to prepare year-end closeout, possess a strong work ethic, excellent client communication skills and the ability to multi-task in a fast-paced deadline driven environment.

  • W2s & 1099 reporting
  • Enter and classify client data
  • Handle routine client questions
  • Prepare bank and credit card reconciliations
  • Utilize QuickBooks with ability to train clients
  • Fixed Asset Tracking
  • Prepare financial statements for CPA review
  • Prepare journal entries for month and year-end close
  • Prepare Payroll, Sales & Use Tax Returns, Property Tax Returns
  • Assisting with ad-hoc projects & Tax Return preparations as needed

Qualifications

  • Bachelor’s Degree preferred, but candidates with strong equivalent experience will be considered
  • 1+ yrs of full charge accounting experience in public accounting with a strong knowledge of QuickBooks Online
  • Excellent written and verbal communication skills to work with clients and coworkers
  • Knowledge/experience with preparing quarterly tax estimates is a plus
  • Experience with data entry, record keeping, and computer operation
  • Organizational skills, attention to detail and time-management skills
  • Ability to manage multiple priorities and deadlines
  • Comfortable working on multiple open projects and clients at one time
  • Intimate knowledge of Intuit platforms and fluent in Microsoft suite, proficient with QuickBooks (Online); experience with Practice CS is a plus
  • Energized professional with a client first mentality
  • Positive, team-oriented mindset

Additional Information

About Us

We are a Forward-thinking, modern CPA firm with a focus on providing exceptional advisory services for our clients Nationwide. We believe that there is a better way to service clients and are reshaping the public accounting industry with our A team. Our team is technology driven. We communicate asynchronously, work autonomously, and love to take ownership of our work. If you are a tech-savvy problem-solver; you’ll fit right in. If you enjoy the culture of taking care of clients and using a variety of technologies to communicate with co-workers and clients; we invite you to join our A-Team!

The Location:

This is a hybrid work from home / office position. The Staff Accountant will work on-site, out of our Matthews, North Carolina corporate offices on office days.

Why JWW, CPA?

  • Fixed Services package, technology-driven firm.
  • Proactive approach with our clients
  • Great culture that firmly believe in life balance, family life and community involvement.
  • Independence, autonomy and accountability are applauded and rewarded at our firm!

Benefits:

We value our employees’ time and efforts. Our commitment to your success is enhanced by our benefits package, here are just a few:

  • Our clients are located Nationwide, so flexibility is required, and is our strength.
  • Competitive Salary and Bonus schedules

Extensive benefits package including:

  • Great Healthcare
  • Paid Time Off,
  • Retirement plan with company percentage match
  • Future growth opportunities within the company
  • We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy
  • We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
  • Uncompromising integrity, a passion for excellence and mutual respect

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Experience:

  • Accounting: 1 year (Required)

Work Location: in Matthews, NC 28105 - This is NOT a remote position, it is hybrid after 1 year in office training.

J

Jonathan White CPA

Jonathan White CPA, PLLC is a Dental Specific CPA firm located in Matthews NC. We are proud of our legacy of service to both clients and the local community in the greater Charlotte Metro area. Today we provide Elite Dental Specific Accounting, Tax and Advisory Services to clients Nationwide. Our professional staff consists of Certified Public Accountants, Enrolled Agents, Masters Level Staff Accountants and Client Service Specialists. We have built a reputation for providing excellent service and forming long-lasting relationships with our clients. We offer the personal service only possible from a small organization, combined with quality and expertise on par with larger accounting firms. We are innovating what it means to work in public accounting by offering Specialization of Services. We endeavor to support our clients and staff to go beyond what it means to be Experts in our Field!
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