Staff Accountant

Job Description

Staff Accountant | LEVELOCITI

The Tone:
This is a full-time Staff Accountant role for LEVELOCITI, a virtual accounting firm with a preference for candidates located in the Dallas Fort Worth market. The company is a privately owned firm that assists small business owners and high-income individuals with their accounting and tax needs. Currently in a significant growth phase, the firm is expanding its client base from 160 to over 250 and intentionally building its infrastructure. This role is crucial for someone who wants to actively contribute to building new systems and structures, ensuring excellent client service and facilitating the firm’s continued expansion.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote – DFW
• Pay: $75000 yearly
• Mission: Own full-cycle accounting responsibilities for multiple clients, ensuring accuracy in financial reporting and actively contributing to client understanding and the firm’s growth.
• Tech Stack: QuickBooks Online, QuickBooks Desktop

What You’ll Actually Do
• Full-Cycle Accounting: Perform comprehensive full-cycle accounting for multiple clients, including transaction categorization, reconciliations, journal entries, and monthly or quarterly close procedures.
• Financial Reporting: Prepare accurate financial statements and supporting schedules, reviewing general ledger activity and researching unusual balances.
• Client Communication: Communicate with clients to obtain necessary information, resolve questions, provide updates, and explain financial results during review meetings.
• Financial Analysis: Identify trends, potential issues, and opportunities within client financial statements.
• Workflow Management: Manage multiple client deadlines and assignments, maintaining organized documentation and accounting workpapers.

The Must-Haves
• Background: Bachelor’s Degree in accounting, finance, or a related field preferred. Core domain knowledge includes general ledger accounting, reconciliations, and financial statements.
• Experience: One or more years of accounting or bookkeeping experience preferred. Public accounting experience is helpful but not required.
• Skills: Strong attention to detail, problem-solving skills, clear written and verbal communication skills, and the ability to manage multiple priorities and meet deadlines.
• Bonus: Experience with QuickBooks Online or QuickBooks Desktop is preferred. Candidates should also demonstrate a willingness to learn, accept feedback, and take increasing ownership of client work.