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Role Description

The Staff Accountant is responsible for maintaining accurate financial records for assigned clients, including account reconciliations, journal entries, and timely monthly financial reporting. This role requires strong attention to detail, the ability to meet firm deadlines, and clear, professional communication with clients and internal advisors.

• Auditing coding, payroll entries, and reconciliations prepared by the back-office team to ensure accuracy and identify discrepancies
• Performing designated mid-month and end-of-month procedures in accordance with standard operating procedures
• Closing the books and delivering complete monthly reporting packages by the 8th business day of the following month
• Addressing Quality Control review notes by resolving issues and documenting outcomes in the designated system
• Reviewing newly onboarded client accounts, documenting details in the Client Info Sheet (CIS), and setting up QuickBooks Online files, including beginning balances and payroll liabilities
• Preparing monthly three-way trust reconciliations, documenting variances, and following up persistently with clients to ensure timely resolution
• Serving as the primary point of contact for clients regarding missing documentation and questions about financial reports and trust reconciliations
• Clearly communicating key observations that should be reviewed with a fractional CFO, Controller, or Legal Management Advisor, without providing independent financial advice
• Drafting clear, professional written communications for clients, advisors, and internal documentation
• Participating in client or advisor calls as needed to explain bookkeeping items or request information
• Escalating issues proactively before they become larger problems
• Supporting financial analysis by preparing reports or answering questions for HTM Controllers and Advisors
• Assisting with training new technical staff through shadowing, answering questions, and providing feedback
• Recording daily time by client in the applicable system
• Completing year-end close activities and post year-end tax adjusting entries
• Obtaining QuickBooks certification and attending all required internal trainings
• Maintaining confidentiality of all client information
• Performing additional duties as assigned

Qualifications

• Bachelor's degree in Accounting or Finance preferred
• Minimum of one year of related accounting or financial control experience, or significant advanced bookkeeping experience
• IOLTA or trust accounting and reconciliation experience is a plus

Requirements

• Strong understanding of general accounting principles, particularly payroll journal entries
• Highly organized, detail-oriented, and strong problem-solving skills
• Proficiency with accounting software and spreadsheets; QuickBooks Online experience strongly preferred
• Ability to work in a fast-paced, team-oriented environment with tight deadlines
• Experience with escrow or trust accounting for law firms is a strong plus
• Excellent written and verbal communication skills in English
• Confidence interacting directly with clients and explaining bookkeeping matters clearly via Zoom, phone, or written communication

Additional Details

• Occasional travel may be required for quarterly conferences
• Standard office hours are 9:00 AM to 6:00 PM Eastern Time, approximately 45 hours per week