Staff Accountant

This is Hybrid role (4 days in office /1 day remote)

About your Team:

We are seeking a detail-oriented and experienced Staff Accountant to join our finance team. The ideal candidate will have at least 2 -3 years of combined accounting/ or audit experience (can be in small or midsized public accounting firms) and will be responsible for managing various accounting functions, ensuring accuracy in financial reporting, and supporting month-end and year-end close processes; various management reporting; and various ad hoc responsibilities.

Responsibilities: 

Financial Reporting & Analysis

• Preparation and review of monthly, quarterly, and annual financial statements
• Analyze financial data and provide insights to management
• Ensure compliance with GAAP/IFRS standards
• Assist in the preparation of management reports

General Accounting

• Manage general ledger accounts and perform account reconciliations
• Process journal entries and ensure accurate recording of transactions
• Maintain fixed asset register and calculate depreciation
• Review expense reports and vendor invoices

Month-End & Year-End Close

• Lead month-end and year-end closing processes
• Prepare and post-closing entries
• Ensure timely completion of all closing activities
• Coordinate with other family office team members to gather necessary information

Audit & Compliance

• Assist with external audits
• Prepare audit schedules and supporting documentation
• Support tax preparation and planning activities

Process Improvement

• Identify opportunities to streamline accounting processes
• Implement best practices and internal controls
• Assist in the development and documentation of accounting procedures

Qualifications & Skills: 

Education & Certification

• Bachelor's degree in Accounting
• CPA candidate or pursuing CPA certification (preferred)

Experience

• 2 -3 years combination of progressive accounting  and auditing experience
• Experience with month-end close processes
• Proficiency in general ledger accounting

Technical Skills

• Strong knowledge of GAAP principles
• Advanced proficiency in Microsoft Excel
• Experience with accounting software (QuickBooks, Archway, or similar)
• Familiarity with ERP systems

Core Competencies

• Strong analytical and problem-solving skills
• Excellent attention to detail and accuracy
• Ability to manage multiple priorities and meet deadlines
• Strong communication skills (written and verbal)
• Team player with ability to work independently

Company Benefits

• Competitive salary, annual performance-based bonus and stock grant
• 401(k) retirement plan with competitive company match 
• Excellent health and wellness benefits, including medical, dental, and vision benefits. 100% employer-paid medical premiums, with generous employer contributions to dental & vision plans as well. 
• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
• Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees) 
• Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverage 
• Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs) 
• Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees 
• Education reimbursement and professional development opportunities 
• Legal services, telehealth access, and voluntary insurance options 
• Backup child and adult care support through Care.com 
• Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options