Summary/Objective
Reporting to the Accounting Manager, the Staff Accountant is responsible for heavy compilation including bank reconciliation, general ledger and preparation of a balance sheet and income statement for a growing CPA firm specializing in financial planning to national clientele.
Essential Functions
Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department
Establish records of accounts and input entries into proper accounts
Document and ensure proper keeping of financial records, making use of current technologies
Apply advanced knowledge to manage and monitor accounting procedures for compliance with Sarbanes-Oxley and coordinate and facilitate external audit requirements.
Prepare month-end journal entries and assist in compilation of financial statements, reconcile bank statements and general ledgers.
Work independently on the completion of audit-quality account reconciliations monthly for balance sheet accounts including the capital projects in progress accounts and miscellaneous revenue accounts
Perform a crucial, first-line role in the audit process
Responsibilities and Duties
Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy
Exercise discretion and authority in the preparation of after the fact payroll summaries and record journal entries
Record journal entries to reconcile balance sheet accounts to supporting documents
Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099
Work independently with clients as needed to facilitate completion of financial statements
Responsible for multiple clients; organization of supporting documents; ensure timely financial reports for clients and planning teams while meeting all department production goals
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education and Experience
Bachelor’s Degree from a regionally accredited institution required
QuickBooks software experience required
2-5 years of experience in accounting field required
Multi-client CPA firm experience required
Proficient in both Microsoft Word and Excel
Act as a team player and demonstrate a positive attitude
Travel
No travel is expected for this position.
Work Environment
This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required.
Position Type and Expected Hours of Work
This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. A in-office presence may be required for training. This is a hybrid role that allows for remote flexibility with an in-office presence once a week or as business need dictates. The ability to work remotely is allowed based on management’s approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $70,000.00 - Maximum: $78,000.00 USD
Benefits
Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at
[email protected]
. Your concerns will be handled with the utmost confidentiality and care.
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Questions:
- Full name
- Email address
- Resume/CV
- Cover letter
- Phone
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Your responses will be used as part of the screening process of your application and will assist in determining your eligibility for the position. Failure to provide the required information or providing inaccurate information may result in your application not being considered for this position. Providing false information during the application process that leads to an offer of employment may result in the revocation of a job offer or termination of employment.
- Are you legally authorized to work in the United States for our Firm?
- Our Firm does not currently provide sponsorship for employment visa status. Are you currently on temporary visa (e.g. F1 visa status) and/or do you now, or will you in the future, require sponsorship for employment visa status (e.g., H-1B visa status, etc.) to work legally for our Firm in the United States?
- Are you a CPA or CPA Candidate?
- CPA
- CPA Candidate
- Neither
- If you are a CPA or are in process of obtaining your CPA and have passed any of the exams, please provide supporting documentation.
- Do you have multi-client CPA firm experience?
- Have you ever interviewed or been previously employed with our Firm or any of its affiliates in the past?
- If you answered YES to having interviewed or being previously employed with our Firm or any of its affiliates, please provide additional details (i.e. company, position, dates of interview/employment, etc.).
- If you were referred by a current CWA Associate, please provide their first and last name.
- What are your desired compensation expectations? *Please enter a numeric value.
- If given an offer of employment, are you willing to consent to our pre-employment screening process (i.e. background check, credit check, and/or employment and/or education verification) relevant to the role?
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Cain Watters & Associates, LLC is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
The firm invites all interested and qualified candidates to apply for employment opportunities. If you are a candidate with a disability who is unable to use our online tools to search and apply for jobs, please contact Human Resources at 972.233.3323, and indicate the specifics of the assistance needed.
Important links:
Click here to view the “EEOC – Know Your Rights” poster.
Click here to get information on the EEPA.
Click here for more information on FMLA.
For additional inquiries, please email [email protected].