Staff Accountant (Remote)

This is a remote position.

Our client, a well-established wealth management firm with a robust in-house tax practice stemming from a large CPA firm acquisition, is seeking an experienced Staff Accountant to join their professional team. This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy.

The Staff Accountant plays a key role in managing monthly client accounting engagements from start to finish. This is a plug-and-play opportunity for an experienced professional who can independently own the monthly close process, including reconciliations, journal entries, and financial statement preparation.

The ideal candidate has experience working within the public accounting sector. During busy season, this role also includes preparation of individual and business tax returns.

• Manage a portfolio of monthly bookkeeping and accounting clients (up to 15–20 at capacity over time).
  

• Take each client engagement from start to finish on a monthly basis.
  

• Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
  

• Prepare and post adjusting journal entries and support month-end close processes.
  

• Prepare and finalize monthly financial statements.
  

• Review work when applicable and ensure accuracy of account classifications and reporting.
  

• Prepare individual and business tax returns during busy season.
  

• Communicate with clients as needed to gather documentation and clarify transactions (initially limited client-facing responsibility).
  

• Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.
  

• 5–7 years of accounting/tax experience, preferably within a public accounting environment.
  

• Strong understanding of general ledger accounting, reconciliations, adjusting journal entries, and financial statement preparation.
  

• Advanced proficiency in QuickBooks Desktop and QuickBooks Online required (power user level).
  

• Strong organizational skills with the ability to manage multiple client deadlines.
  

• Located in EST or CST time zone
  

• Competitive compensation commensurate with experience.
  

• Comprehensive benefits package and Paid Time Off (PTO).
  

• A collaborative, team-oriented environment that values autonomy, precision, and professional growth.