Staff Accountant

Managed Group LLC

22h•$80,000 - $95,000•Remote

About The Position

Managed Group is seeking a hands-on Staff Accountant to support day-to-day accounting across affiliated companies. Reporting to the Controller, the role handles general-ledger accounting, account reconciliations, month-end close activities, AR/AP support, intercompany accounting, cash reporting, and recurring operational accounting tasks. The position involves work across multiple entities and combines detailed transaction processing with accurate financial reporting and process improvement. Systems include HaloPSA, QuickBooks Enterprise, and HubSpot; prior experience with those exact platforms is helpful but not required. The Staff Accountant supports entity-level financial statements and schedules, recurring customer billing and revenue schedules, compliance and audit documentation, and accounting setup for newly formed or acquired entities. The role also helps standardize, document, and automate processes using approved tools while maintaining accuracy and review controls. It reports to the Controller. Employment is contingent on passing a background check and drug test. Skills testing, including an Excel or accounting assessment, may be required during interviews. The role requires compliance with applicable federal regulations, including ITAR/EAR requirements, because employees may encounter sensitive government data. Occasional lifting of equipment weighing up to 25 pounds may be required.

Requirements

At least 3 years of progressive accounting experience, preferably in a multi-entity environment.
Hands-on experience with month-end close, journal entries, account reconciliations, and general-ledger accounting.
Working knowledge of accounts receivable and accounts payable processes.
Experience reconciling bank, cash, balance-sheet, and intercompany accounts.
Working knowledge of GAAP and accrual accounting principles.
Strong Excel skills, including formulas, lookups, pivot tables, and structured workpapers.
Bachelor’s degree in accounting, finance, or a related field, or equivalent relevant experience.
Strong attention to detail, organization, follow-through, and ability to manage recurring deadlines.
Ability to comply with applicable federal regulations, including ITAR/EAR requirements.
Successful completion of a background check and drug test is a condition of employment.

Nice To Haves

Experience in a multi-company, PE-backed, MSP/MSSP, IT-services, or cybersecurity environment.
Experience with recurring-revenue accounting, ASC 606, job costing, or project accounting.
Experience with HaloPSA, ConnectWise, Autotask, QuickBooks Enterprise, HubSpot, or similar platforms.
Experience supporting sales/use tax compliance or working with outside tax advisors.
Experience using automation, AI, Power Query, or BI/reporting tools in finance workflows.
Experience supporting government contractors or Defense Industrial Base customers.
Experience with the specific platforms HaloPSA, QuickBooks Enterprise, and HubSpot is helpful but not required.

Responsibilities

Maintain general-ledger activity across multiple entities, including preparing and posting journal entries.
Complete monthly balance-sheet and income-statement account reconciliations and investigate reconciling items.
Complete assigned month-end and year-end close tasks according to the finance team’s close calendar.
Support preparation of accurate entity-level financial statements and schedules under the Controller’s direction.
Maintain organized supporting documentation, schedules, checklists, and accounting records.
Support full-cycle accounts receivable, including invoicing, collections, aging review, cash application, and customer reconciliations.
Support full-cycle accounts payable, including vendor setup, invoice processing, approval workflows, payment runs, and vendor reconciliations.
Monitor cash activity and assist with daily or recurring cash-position reporting.
Research and resolve customer, vendor, and cash discrepancies in coordination with the Controller.
Maintain accounting records across a holding company, operating company, and subsidiary structure.
Record and reconcile intercompany transactions, due-to/due-from balances, shared-services fees, and cost allocations.
Complete monthly intercompany reconciliations and support consolidation and elimination entries.
Assist with accounting setup for newly formed or acquired entities, including chart-of-accounts mapping and opening balances.
Support recurring customer billing in HaloPSA, including contract changes, add-ons, true-ups, and billing accuracy reviews.
Reconcile software licensing and resale costs to customer billing and investigate missed billing or margin discrepancies.
Maintain schedules supporting recurring revenue, deferred revenue, and unbilled revenue.
Assist with ASC 606 revenue-recognition accounting under the Controller’s direction.
Support basic job-costing and profitability schedules for projects, assessments, and managed-services agreements.
Coordinate recurring accounting support for sales and use tax, 1099 reporting, business registrations, and other operational compliance items.
Maintain exemption certificates and supporting documentation for sales-tax compliance.
Assist with tax notices, audit requests, lender requests, and outside-advisor documentation as assigned.
Support internal and external audits by preparing complete and organized schedules and source documentation.
Work across HaloPSA, QuickBooks Enterprise, HubSpot, Excel, and other finance tools to maintain reliable accounting data.
Support data exports, reconciliations, and routine checks between operational systems and the general ledger.
Identify repetitive accounting processes that can be documented, standardized, or automated.
Use approved automation and AI tools, where appropriate, to reduce manual work while maintaining accuracy and review controls.