Staff Accountant

Job Description

Staff Accountant | Allen & Roberts, PLLC

The Tone:
This is a full-time, on-site role at Allen & Roberts, PLLC, located in Cookeville, TN. The firm is a CPA firm serving clients in the Upper Cumberland area, providing a range of tax and advisory services to businesses and individuals with a focus on accuracy, compliance, and strategic planning. This role is vital as team members collaborate closely with clients to help them prepare and project tax and financial information, enabling informed decision-making. The work environment upholds integrity, professionalism, and ongoing learning, offering opportunities to grow both technical skills and client service expertise.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person Cookeville, TN
• Team: Collaborates within the firm, supporting senior accountants and partners.
• Mission: Maintain accurate financial records, support tax return preparation, and assist with compilations or other attest work to ensure compliance and informed client decisions.
• Tech Stack: QuickBooks or similar platforms, Microsoft Excel, Word, and related applications.

What You’ll Actually Do
• Tax Preparation: Prepare business and individual tax returns, including forms 1040, 1065, 1120, and 1120-S.
• Payroll & Bookkeeping: Handle payroll services, prepare quarterly payroll reports, and perform bookkeeping tasks such as reconciling bank statements and general ledger accounts.
• Financial Closing Support: Assist with monthly and year-end closing activities and contribute to maintaining accurate financial records.
• Client Communication: Communicate with team members to gather necessary documentation, resolve discrepancies, and answer routine questions professionally.
• Project Assistance: Support senior accountants and partners with special projects, ensuring compliance with applicable accounting standards and firm procedures.

The Must-Haves
• Background: Bachelor’s degree in Accounting or a closely related field, along with foundational accounting knowledge including GAAP, account reconciliations, and financial statement preparation.
• Experience: Proficiency with accounting software like QuickBooks or similar platforms, and productivity tools such as Microsoft Excel and Word.
• Skills: Strong analytical and problem-solving abilities with attention to detail and accuracy; effective written and verbal communication skills; ability to organize, prioritize, meet deadlines, and maintain confidentiality.
• Bonus: Prior experience in tax preparation is beneficial, and a commitment to ongoing professional development and ethical standards in all aspects of work.