Staff Accountant Job Lake Forest area,Illinois USA,Accounting

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Staff Accountant

We are seeking a client-focused Staff Accountant to join a growing accounting and advisory team. This Staff Accountant role offers a unique blend of accounting, financial management, client services, and business support responsibilities. The ideal candidate enjoys working directly with clients, managing multiple priorities, and serving as a trusted financial resource.

Why This Staff Accountant Opportunity Stands Out

Diverse responsibilities beyond traditional accounting
Direct interaction with clients and business owners
Exposure to accounting, tax support, payroll, budgeting, and financial planning
Opportunity to serve as a trusted advisor and business partner
Hands-on role with strong variety and client engagement
Collaborative environment focused on professional growth and exceptional service

Key Responsibilities for the Staff Accountant Accounting & Financial Management

Manage Accounts Payable, Accounts Receivable, General Ledger activity, and cash management
Reconcile bank, investment, and financial accounts
Process dividends, distributions, and client bill payments
Prepare budgets, expenditure reports, and financial schedules
Record asset, liability, investment, and loan transactions
Calculate depreciation and maintain fixed asset records

Payroll & Tax Support

Process payroll and payroll tax filings
Assist with sales tax reporting
Support the preparation of 1040 and business tax returns
Coordinate tax payments and related documentation

Client Services & Advisory

Participate in client meetings and support client requests
Communicate financial information, engagement updates, and business matters
Maintain relationships with bankers, attorneys, investment advisors, and other third parties
Support insurance administration and other personal financial matters for clients
Research and coordinate purchases, vendors, and service providers on behalf of clients

Qualifications for the Staff Accountant Required

3+ years of accounting experience
Strong understanding of accounting principles
Quick Books proficiency
Strong Excel, Word, and Outlook skills
Excellent communication and client-service abilities
Strong organizational and time-management skills

Preferred

Public accounting experience
Quick Books Pro Advisor certification
Experience with 1040 and business tax return preparation
CPA or CPA-track candidate

#INSEP
2026