Staff Accountant

Summary

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

• Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness and compliance with departmental standards.
• Establish records of accounts and input entries into proper accounts.
• Document and ensure proper keeping of financial records, using current technologies.
• Apply advanced knowledge to manage and monitor accounting procedures for compliance with Sarbanes‑Oxley and coordinate and facilitate external audit requirements.
• Prepare month‑end journal entries and assist in compilation of financial statements, reconciling bank statements and general ledgers.
• Work independently on the completion of audit‑quality account reconciliations monthly for balance sheet accounts, including capital projects in progress accounts and miscellaneous revenue accounts.
• Perform a crucial first‑line role in the audit process.

• Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy.
• Exercise discretion and authority in the preparation of after‑the‑fact payroll summaries and record journal entries.
• Record journal entries to reconcile balance sheet accounts to supporting documents.
• Ensure compliance with all laws and regulations in the preparation of year‑end Forms 1096 & 1099.
• Work independently with clients as needed to facilitate completion of financial statements.
• Responsible for multiple clients; organize supporting documents and ensure timely financial reports for clients and planning teams while meeting all department production goals.

• Bachelor’s Degree from a regionally accredited institution required.
• Quick Books software experience required.
• 2–5 years of experience in accounting field required.
• Multi‑client CPA firm experience required.
• Proficient in Microsoft Word and Excel.
• Act as a team player and demonstrate a positive attitude.

No travel is expected for this position.

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

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

Full‑time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5:00 p.m. Flexibility in hours is allowed based on management’s approval. An in‑office presence may be required for training. This is a hybrid role allowing remote flexibility with an in‑office presence once a week or as business need dictates.

Minimum: $70,000.00 - Maximum: $78,000.00 USD.

• Heavily subsidized medical insurance options.
• Generous employer HSA contributions.
• 100% employer‑paid Short‑Term Disability, Long‑Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health.
• Dental and Vision plans.
• Unlimited PTO.
• Organization‑paid holidays, including an extended Winter Break.
• Safe Harbor 401k Plan.
• Employer‑paid professional dues, licenses, and renewals.
• Continuing Education resources.
• Family Planning Assistance Program and Paid Parental Leave.
• Subsidized fitness programs.

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at  Your concerns will be handled with the utmost confidentiality and care.