Staff Accountant

Position Summary

The Staff Accountant provides financial accounting in accordance with company guidelines, client needs, and legislative requirements.

• Completes month‑end and year‑end closing processes, including preparation and input of journal entries, balance sheet reconciliations, bank reconciliations, and revenue summaries.
• Distributes monthly financial statements, researches and resolves income statement discrepancies, and responds to branch inquiries and requests.
• Audits financial statements for review by outside auditors.
• Assists in the development, implementation and monitoring of internal accounting systems and policies to ensure compliance with regulations and reporting requirements.
• Performs accrual accounting functions, preparing and analyzing journal entries and financial statements.
• Prepares financial statements and schedules for auditors and various management reports.
• Serves as the initial point of contact for inquiries, problems and exceptions related to account reconciliations and financial reporting.
• Reviews and monitors assigned accounts to ensure appropriate funding, directing cash transfers as needed.
• Files 941 and 945 forms and ensures 990 and 5500 filings are timely.
• Performs other duties as assigned.

• Bachelor’s degree in Finance or Accounting.
• One year of experience in an accounting role.
• Thorough understanding of common accounting principles and practices.
• Working knowledge of accounting software.
• Strong organizational skills with attention to detail and the ability to meet deadlines.
• Exceptional customer service skills and ability to communicate effectively with all levels of the organization.
• Proficient computer skills including intermediate to advanced Microsoft Word and Excel.

• Experience working in a third‑party administrator, insurance, or health and welfare environment.
• Prior experience in Taft‑Hartley trust administration.

Prolonged periods of sitting at a desk and working on a computer; must be able to lift up to 15 pounds at times.

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship.

Starting range $52,000 annually.

• Health, vision and dental coverage.
• Retirement savings 401(k) plan with company match.
• Paid time off (PTO).
• Opportunities for growth and development.