Staff Accountant

Job Description

Sassetti is currently seeking a Staff Accountant to join our Client Accounting and Advisory Services team (CAAS).  This is a hybrid role with some in-office days required.

Job Summary

The Staff Accountant, with supervision, will maintain records of financial transactions; post transactions; reconcile accounts; ensure compliance; and meet client deadlines. They will also be expected to provide full charge bookkeeping duties to a variety of clients in a variety of industries.

Supervisory Responsibilities

• None

Duties/Responsibilities/Essential Functions

• Perform all work according to the Firm’s methods, policies, and procedures
• Balance and maintain accurate ledgers, reconcile with general ledger
• Download accounting transactions for integration with multiple systems for accounting and reconciliation
• Pay vendor invoices or provide assistance to client employees performing this function
• Monthly, quarterly, and/or year-end payroll reporting
• Monthly, quarterly, and/or year-end financial reporting
• Respond timely to clients and firm employees via phone and/or email
• Complete firm or industry required training
• Follow firm and/or industry compliance requirements

Required Skills/Abilities

• Not-for-profit experience highly desirable
• Positive attitude with a focus on teamwork
• Strong problem solving skills
• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Proficient in Microsoft Office Suite
• Excellent organizational skills, attention to detail, and ability to prioritize work
• Ability to work independently and with limited oversight

Qualifications and Competencies

• Client Services – Promptly handles client’s inquiries and requests; maintains strict confidentiality of all client business; is courteous, friendly and professional during client interactions; identifies value adds for clients
• Communication/Language – Ability to read, analyze, and interpret common accounting financial reports and IRS documents; uses effective communication skills with clients and staff; listens actively and inquires to understand; interacts with others in a manner that cultivates an environment of trust, respect, and fairness; maintains communication with CAAS team members; provides clear written communication in both internal and external correspondence
• Operational Excellence – Seeks opportunities to be chargeable; strives to complete assignments within timeline and budget; maintains accurate time records with descriptions of work for client billing; maintains weekly schedules and communicates with scheduler and reviewer; ability to provide neat, complete, and organized workpapers using the firm’s technology
• Personal Development – Takes the initiative to increase knowledge and skills through self-study and personal development; identifies opportunities to try new tasks to expand personal knowledge; completes training requirements; takes corrective action on identified areas for improvement
• Bookkeeping – Demonstrates the ability to efficiently and effectively use bookkeeping software appropriate to client needs; develops working knowledge of basic bookkeeping concepts; ability to balance and maintain accurate ledgers and reconcile with the general ledger; ability to handle accounts payable, accounts receivable, and payroll; ability to prepare financial and payroll reports
• Accounting – Demonstrates the ability to tie out basic balance sheet and perform client bookkeeping; begins to understand and apply GAAP and principles of internal controls
• Reasoning – Ability to solve practical problems and deal with a variety of concrete variables; ability to interpret a variety of instructions furnished in both written and oral forms; ability to manage time and work independently and efficiently
• Computer and Software – Ability to use Excel, Word, Outlook, PDF, NetSuite, and QuickBooks; ability to learn other firm software such as CCH and XCM

Experience

• Minimum of three years of experience in a similar role
• Strong proficiency with QuickBooks Online and NetSuite preferred

Physical Requirements

Prolonged periods sitting at a desk and working on a computer

Sassetti provides a competitive salary plus incentives and bonuses, and a comprehensive benefits package including health, dental, vision, disability insurance, and a retirement plan. In addition, we offer exciting opportunities for professional growth; a better work/life balance including generous PTO, holidays, flexible schedules, and remote work options; parental leave; CPA licensing reimbursement; team-based activities; and a professional, fun, friendly, supportive, and collaborative office environment.

Sassetti is an equal opportunity employer and complies with applicable federal, state, and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Because our team members are trusted to handle sensitive information, we require all candidates who receive and accept employment offers to complete a background check before being hired.