Staff Accountant

Staff Accountant – Bookkeeping and Tax Preparation

Company Overview

Zenith Tax & Accounting LLC is a reputable CPA firm dedicated to providing exceptional tax, accounting, bookkeeping, and advisory services. We serve individuals and small businesses by combining extensive professional experience with a thorough understanding of federal and state tax requirements.

Our goal is to provide accurate, timely, and dependable support that helps clients remain compliant and make informed financial decisions.

Job Summary

We are seeking a detail-oriented and motivated Staff Accountant to join our growing team. The primary responsibilities of this position will include bookkeeping, account reconciliations, preparation of financial statements, and preparation of individual and business tax returns.

The ideal candidate will have a strong understanding of accounting principles, experience with QuickBooks Online, and the ability to manage multiple client engagements accurately and efficiently. This position offers an excellent opportunity to develop both accounting and tax expertise within a collaborative CPA firm environment.

Duties

• Maintain accurate bookkeeping records for multiple small-business clients using QuickBooks Online.
• Record and categorize bank, credit card, payroll, loan, and other financial transactions.
• Perform monthly bank and credit card reconciliations.
• Prepare and review journal entries, general ledgers, and balance-sheet reconciliations.
• Manage accounts payable and accounts receivable records, as applicable.
• Perform month-end and year-end closing procedures.
• Prepare financial statements, including profit and loss statements, balance sheets, and general ledger reports.
• Identify bookkeeping discrepancies and communicate with clients to obtain missing information.
• Prepare workpapers and supporting schedules for tax-return preparation.
• Prepare individual and business tax returns, including Forms 1040, 1065, 1120-S, and 1120.
• Assist with the preparation of Forms 1099 and other federal and state tax filings.
• Review source documents such as W-2s, 1099s, K-1s, brokerage statements, depreciation schedules, and prior-year tax returns.
• Assist with tax projections, estimated tax calculations, and extension requests.
• Maintain organized electronic client files and supporting documentation.
• Communicate professionally with clients regarding bookkeeping questions, missing documents, and tax-return information.
• Protect confidential client and financial information at all times.
• Assist senior accountants and firm leadership with other accounting and tax-related assignments.

Skills

• Strong understanding of accounting principles, journal entries, debits and credits, and double-entry bookkeeping.
• Experience with QuickBooks Online is required; QuickBooks Online certification is preferred.
• Experience preparing individual and business tax returns is strongly preferred.
• Familiarity with professional tax-preparation software is an advantage.
• Ability to prepare and analyze profit and loss statements, balance sheets, and general ledgers.
• Strong account-reconciliation and problem-solving skills.
• Proficiency in Microsoft Excel, including formulas, sorting, filtering, and data analysis.
• Excellent organizational and time-management skills.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple client files and meet tax and accounting deadlines.
• Effective written and verbal communication skills.
• Ability to work independently while collaborating with other team members.
• Prior experience in a CPA firm or public-accounting environment is preferred.
• A bachelor’s degree in accounting, finance, or a related field is preferred.
• CPA candidate, or EA candidate status is an advantage but not required.

Join Zenith Tax & Accounting LLC and build your career in a professional environment that values accuracy, integrity, client service, and continuous learning. We provide opportunities to expand your experience in bookkeeping, financial reporting, and individual and business taxation while working with a diverse client base.

Pay: From $40,000.00 per year

Work Location: In person