Staff Accountant

Platform Accounting Group • Goleta, CA

6h

About The Position

We are seeking a dedicated individual with an accounting background and an interest in technology to join our team as a Staff Accountant. We want someone looking for an opportunity to learn and grow in a fast-paced environment. This position is responsible for handling tasks such as monthly reconciliations, deposits, and invoicing.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

Requirements

• Bachelor’s Degree or equivalent experience
• 1 - 5 years professional bookkeeping or accounting experience
• Excellent communication, attention to detail, strong analytical skills
• Proficient with accounting software, and ability to learn new systems quickly.
• Excellent customer service and interpersonal skills
• Proactive problem solving and ability to self-manage projects.

Nice To Haves

• QuickBooks, NetSuite, and/or Sage experience is a plus

Responsibilities

• Perform accurate general accounting duties for the Platform Tech Advisors division including entering transactions and reconciling general ledger accounts.
• Verify and complete payment of invoices associated with accounts payable and ensure payments are charged to the appropriate accounts.
• Contribute to the timely completion of the monthly, quarterly, and annual close processes.
• Send out customer statements and collect aging accounts receivable
• Analysis and preparation of monthly financial statements
• Pay vendors invoices in a timely manner
• Enter deposits and manage receipts
• Assist with customer invoicing
• Prepare sales tax return
• Create and update software pricing quotes
• Manage customer support renewal contracts
• Answer and direct support calls

Benefits

• 401(k) and medical benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level