Staff Accountant

Our client is a trusted finance partner for founder-led companies, providing financial guidance, fully integrated back-office support, and personalized consulting, all under one roof. Their mission is to elevate growing businesses through integrated financial support, and their team is guided by a strong set of core values. They are seeking a Staff Accountant to join their growing team. This is a full-time, on-site position supporting a diverse portfolio of small business clients across multiple industries. The ideal candidate is detail-oriented, deadline-driven, and comfortable working across accounting, payroll, AP/AR, and tax functions. This role is Hybrid and candidates must be able to commute to and work on-site at the Spring, TX or Raleigh, NC office.

Key Responsibilities

General Accounting

• Analyze transactions across a diverse portfolio of small business clients in various industries
• Perform reconciliations for all necessary accounts
• Prepare financial reports through collection, analysis, and summarization of data
• Interpret and apply accounting policies, rules, and regulations to ensure compliance with applicable standards
• Identify and record journal entries as needed
• Document standard operating procedures in accordance with company standards
• Act in the best interest of clients at all times and safeguard client data

Accounts Payable / Accounts Receivable

• Manage the full AP function including reviewing, coding, and processing payments
• Handle AR functions including invoicing, deposits, collections, and revenue recognition

Payroll

• Process and manage multi-state, bi-weekly, and monthly payrolls for a diverse client base
• Reconcile payroll records to the general ledger and resolve discrepancies promptly
• Serve as primary point of contact for client and employee payroll inquiries
• Support onboarding of new client payroll systems and maintain accuracy and security of all employee records

Tax

• Work with federal and state income tax forms (1040, 1065, 1120-S), including basic data entry into applicable software
• Apply working knowledge of sales tax exemption and requirements
• Meet all tax deadlines and collaborate with firm partners on timely submission of returns

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• 1–3 years of relevant accounting and bookkeeping experience
• 2+ years of hands-on QuickBooks experience (advanced proficiency required)
• Proficiency in Google Sheets and Microsoft Excel
• Direct experience with AP, AR, payroll, and general ledger functions
• Thorough understanding of GAAP
• Strong time management skills with the ability to meet firm deadlines
• Must be able to commute to and work on-site at the Spring, TX or Raleigh, NC office