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A bit about us:

Our client has been providing highly personalized tax, accounting and financial advice to closely held businesses and their owners for over 34 years, with an emphasis on income and estate tax planning and asset protection. The firm supports and encourages professional growth, and respects its staff personally and professionally by providing a work/life balance environment, making everyone feel part of the team, and providing top training and stimulating, complex work.

Why join us?

  • Work + Life Balance
  • Great Compensation Package
  • Generous PTO/Holiday
  • 401k match

Job Details

We are seeking a Senior Staff Accountant with public accounting experience to support financial statement preparation, compilation, and review engagements. This role is heavily focused on financial reporting, workpaper preparation, and compliance under GAAP and other reporting frameworks, with exposure to payroll, sales tax, and client accounting services.

Qualifications
  • Bachelor’s or Master’s degree in Accounting or Finance
  • 3–4 years of public accounting experience preferred
  • Strong understanding of GAAP and other bases of accounting (cash, tax, accrual)

Core Responsibilities
Financial Statement Preparation & Reporting
  • Prepare financial statements, including balance sheet, income statement, and cash flow statement, under manager supervision
  • Assist with full-disclosure (“white paper”) financial statement preparation and presentation
  • Record adjusting journal entries and support month-end and year-end close processes
  • Prepare organized, well-documented workpapers supporting financial statement conclusions

Compilation & Review Engagements
  • Assist with compilation and review engagements in accordance with professional standards
  • Understand the differences between compilation and review services and required procedures
  • Perform analytical procedures and support review-level financial reporting

Client Accounting & Compliance
  • Reconcile broker statements and client accounts
  • Prepare payroll, sales and use tax, and personal property tax returns, including W-2s and 1099s
  • Assist clients with QuickBooks Desktop and Online setup and ongoing accounting support (AR/AP)

Technical Skills
  • Proficient in QuickBooks Desktop and Online (ProAdvisor certification required or obtained within 12 months)
  • Strong documentation, organization, and attention to detail
  • Ability to research accounting and tax issues using authoritative guidance


Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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