Staff Accountant

Job Description

Staff Accountant | Whitman Advisory Job Community

The Tone:
This is a Staff Accountant role, located in Englewood, NJ, with a hybrid work arrangement requiring client site presence approximately three days per week. Whitman Advisory Job Community is a professional services firm dedicated to supporting its clients with expert accounting services. This role is crucial for ensuring client accounting records are consistently accurate and current, addressing their daily financial needs, and facilitating smooth year-end and tax processes.

The TL;DR
• Role: Early Career
• Type: Hybrid / Client Site (approx. 3 days/week)
• Location: Hybrid Englewood, NJ

• Mission: Keep client accounting records accurate and current, respond to day-to-day accounting needs, and support smooth year-end and tax processes.
• Tech Stack: QuickBooks, Microsoft Excel, Yardi (plus)

What You’ll Actually Do
• Client Accounting Support: Provide general accounting and bookkeeping support for firm clients and serve as a day-to-day accounting resource, responding to routine questions.
• QuickBooks & Transaction Management: Perform monthly QuickBooks reviews, clean-up, and account maintenance, including posting and coding client transactions to appropriate general ledger accounts.
• Financial Reporting & Reconciliation: Prepare accurate and timely financial statements, including Balance Sheets, Income Statements, and Cash Flow reports, and conduct monthly bank reconciliations.
• General Ledger Maintenance: Maintain the general ledger by preparing, reviewing, and adjusting journal entries, and reconciling key accounts like prepaid expenses and accrued liabilities.
• Year-End & Tax Assistance: Support year-end procedures such as cash tie-outs and 1099 preparation, assist with organizing client files for tax, and help respond to tax notices.

The Must-Haves
• Background: Associate or Bachelor’s degree in Accounting, with a solid understanding of generally accepted accounting principles and general ledger accounting.
• Experience: Hands-on QuickBooks experience is required. Experience with data imports is preferred.
• Skills: Strong Microsoft Excel proficiency, excellent analytical, organizational, and problem-solving abilities, and strong written and verbal communication skills.
• Bonus: Yardi experience is a plus.