Staff Accountant

Summary/Objective 

Reporting to the Accounting Manager, the Staff Accountant is responsible for heavy compilation including bank reconciliation, general ledger and preparation of a balance sheet and income statement for a growing CPA firm specializing in financial planning to national clientele.  

Essential Functions 

1. Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department 

2. Establish records of accounts and input entries into proper accounts 

3. Document and ensure proper keeping of financial records, making use of current technologies 

4. Apply advanced knowledge to manage and monitor accounting procedures for compliance with Sarbanes-Oxley and coordinate and facilitate external audit requirements. 

5. Prepare month-end journal entries and assist in compilation of financial statements, reconcile bank statements and general ledgers. 

6. Work independently on the completion of audit-quality account reconciliations monthly for balance sheet accounts including the capital projects in progress accounts and miscellaneous revenue accounts 

7. Perform a crucial, first-line role in the audit process 

Responsibilities and Duties 

1. Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy   

2. Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries 

3. Record journal entries to reconcile balance sheet accounts to supporting documents 

4. Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099 

5. Work independently with clients as needed to facilitate completion of financial statements 

6. Responsible for multiple clients; organization of supporting documents; ensure timely financial reports for clients and planning teams while meeting all department production goals 

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.  

Education and Experience 

• Bachelor’s Degree from a regionally accredited institution required 

• 2-5 years of experience in accounting field required 

• Multi-client CPA firm experience required 

• QuickBooks and Xero software experience preferred 

• Proficient in both Microsoft Word and Excel  

• Act as a team player and demonstrate a positive attitude 

Travel 

No travel is expected for this position. 

Work Environment 

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.   

Physical Demands 

This is a largely sedentary role; however, some filing may be required.  

Position Type and Expected Hours of Work 

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. A in-office presence may be required for training. This is a hybrid role that allows for remote flexibility with an in-office presence once a week or as business need dictates. The ability to work remotely is allowed based on management’s approval. 

Benefits

Competitive Salary

Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays, Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues, Licenses/Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)