Maintaining accurate financial records for assigned clients, including account reconciliations, journal entries, and timely monthly financial reporting
Requesting missing documentation from clients and explaining financial reports
Drafting clear, professional written communications for clients and advisors
Serving as the primary point of contact for clients regarding missing documentation and financial reports
Participating in client or advisor calls as needed to explain bookkeeping items or request information
Performing designated mid-month and end-of-month procedures in accordance with standard operating procedures

Bachelor’s degree in Accounting or Finance preferred
Minimum of one year of related accounting or financial control experience, or significant advanced bookkeeping experience
Strong understanding of general accounting principles, particularly payroll journal entries
Highly organized, detail-oriented, and strong problem-solving skills
Proficiency with accounting software and spreadsheets; QuickBooks Online experience strongly preferred
Experience with escrow or trust accounting for law firms is a strong plus
Excellent written and verbal communication skills in English
Confidence interacting directly with clients and explaining bookkeeping matters clearly via Zoom, phone, or written communication.

Staff Accountant

Key skills