KBW Financial Staffing & Recruiting · 19 hours ago
Staff Accountant
KBW Financial Staffing & Recruiting is a growing CPA firm seeking a Staff Accountant who enjoys cleaning up books and solving problems. The role involves maintaining small business accounts, preparing tax returns, and providing client support in a collaborative environment.
CrowdfundingFinancial ServicesHuman Resources
Responsibilities
Clean up and maintain small business books in QuickBooks Online (Desktop a plus)
Identify and correct posting errors and misclassifications
Reconcile bank, credit card, loan, payroll, and balance sheet accounts
Prepare adjusting journal entries and supporting workpapers
Prepare individual and small business tax returns (S-Corps, Partnerships, Schedule C)
Assist with tax planning and year-end close packages
Prepare tax-ready financial statements
Support responses to basic tax notices (with guidance)
Communicate with clients to gather information and clarify transactions
Provide basic accounting guidance to small business owners
Partner with senior accountants and leadership to meet deadlines
Qualification
Required
Bachelor's degree in Accounting or related field
1–3+ years of public or small business accounting experience
Strong QuickBooks Online experience
Working knowledge of individual and small business tax
Detail-oriented, organized, and deadline-driven
Preferred
Experience with tax software (UltraTax, ProSystem fx, Lacerte, or similar)
Prior cleanup or catch-up accounting experience
CPA candidate or interest in licensure
Benefits
Competitive compensation
Hands-on exposure to both accounting and tax
Direct access to firm leadership and mentorship
Clear growth and development opportunity
Supportive, collaborative team environment
Company
KBW Financial Staffing & Recruiting
KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.