Staff Accountant ( Remote )

Staff Accountant

Position Summary

The Staff Accountant is responsible for executing and owning defined components of the month-end close across multiple client accounts. This role requires strong technical accounting skills, high proficiency in QuickBooks Online and Excel, excellent communication skills and the ability to work independently in a fast-paced, remote environment.

This is a hands-on accounting role, not an entry-level position. The Staff Accountant is expected to exercise judgment, meet deadlines consistently, and maintain clean, accurate financials with minimal oversight.

Key Responsibilities

Accounting & Month-End Close

• Own assigned portions of the month-end close process

• Prepare, post, and document journal entries

• Perform and review bank, credit card, and balance sheet reconciliations

• Investigate and resolve discrepancies and unknown transactions

• Ensure financial records are accurate, complete, and timely

• Escalate complex or non-routine accounting issues appropriately

QuickBooks Online (QBO)

• Maintain and manage multiple client files in QuickBooks Online

• Manage bank feeds, rules, and transaction workflows

• Ensure proper account classifications and chart of accounts usage

• Identify and correct prior-period errors when discovered

• Maintain supporting documentation for all balance sheet accounts

Excel & Financial Analysis

• Use Excel daily to support reconciliations, analysis, and reviews

• Build and maintain schedules, rollforwards, and variance analyses

• Use advanced Excel functions including XLOOKUP/VLOOKUP, SUMIFS, IF formulas, and pivot tables

• Analyze large data sets exported from QBO to identify issues, trends, and anomalies

Client & Internal Communication

• Respond to routine client accounting inquiries professionally and promptly

• Request missing documentation and follow up proactively

• Provide clear status updates on assigned tasks

• Collaborate with Bookkeepers and Senior Accountants to ensure clean handoffs

Process & Quality Control

• Follow established SOPs and workflows consistently

• Document work clearly for review and continuity

• Identify opportunities for process improvement and efficiency

• Maintain firm standards for accuracy, organization, and responsiveness

Required Qualifications

Technical Skills

• Strong proficiency in QuickBooks Online (required)

• Intermediate / Advanced Excel skills (required)

• Solid understanding of accrual-basis accounting

• Experience with journal entries and account reconciliations

• Ability to manage multiple deadlines across multiple clients

• Excellent written and verbal communication (required)

Experience & Education

• 3–6 years of accounting or bookkeeping experience

• Experience working with multiple clients or in a virtual environment preferred

• Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent practical experience preferred)

Professional Competencies

• High attention to detail and accuracy

• Strong organizational and time-management skills

• Comfortable working independently with minimal supervision

• Proactive problem solver with sound judgment

• Professional, responsive communicator in a remote setting

What This Role Is Not

• Not an entry-level position

• Not a data-entry-only bookkeeping role

• Not responsible for final review or complex technical accounting decisions

Success Indicators

• Consistently on-time closes

• Clean reconciliations with minimal review notes

• Demonstrated proficiency in QBO and Excel

• Reliable ownership of assigned responsibilities

• Strong collaboration with internal team and clients