Staff Accountant

This is a remote position. About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm 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. About the Role The Staff Accountant plays a key role in managing monthly client accounting engagements from start to finish, and prepares individual and business tax returns during busy season — giving this role real exposure to the firm’s in-house tax practice from day one. 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, with a natural growth path into a Senior Accountant / Tax Senior role. Key Responsibilities 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. Requirements 5+ years of accounting/tax experience, preferably within a public accounting environment (candidates with 8–10+ years are