Associate Staff Accountant – Client Accounting Services
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Job Description
Remote Associate Staff Accountant supporting Bay Business Group’s small-business and nonprofit clients. Managing transactional accounting, reconciliations, payables, receivables, payroll, and monthly reporting.
Responsibilities:
- Record and code daily bank, credit card, payroll, and other journal transactions to the correct general ledger accounts and classes
- Assist with monthly account reconciliations, including bank, credit card, loan, intercompany, and balance sheet accounts
- Prepare and maintain supporting schedules for key balance sheet accounts
- Support accounts payable processes, including entering vendor bills, verifying coding and approvals, maintaining vendor records, scheduling payments, and monitoring AP aging
- Support accounts receivable processes, including creating and sending invoices, applying customer payments, assisting with collections follow-ups, and monitoring AR aging
- Assist with payroll workflows, including validating pay data, uploading payroll entries, posting payroll journal entries, and reconciling payroll-related accounts
- Maintain organized electronic workpapers and documentation
- Help prepare standardized monthly financial reporting packages for senior staff
- Research and resolve basic variances or data issues under the direction of a Staff Accountant or CAS Manager
- Communicate with internal team members and occasionally clients via email, chat, and video
- Contribute to process improvements and document repeatable steps in firm SOPs
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field (or in progress with relevant experience)
- 2-5 years of experience in bookkeeping, accounting, or a client accounting services environment (internships and part-time roles acceptable)
- Solid understanding of basic accounting principles, including debits/credits and the structure of financial statements
- Experience with cloud accounting software (e.g., QuickBooks Online, Xero, or similar) preferred
- Proficiency with Excel/Google Sheets, including basic formulas and data organization
- Strong attention to detail and accuracy when coding transactions and performing reconciliations
- Ability to manage multiple client deadlines and prioritize tasks in a fast-paced environment
- Comfortable working with checklists, documented procedures, and standardized workflows
- Clear written and verbal communication skills
- Collaborative mindset and openness to feedback, coaching, and learning new systems
- High level of integrity and respect for client confidentiality
- Candidates must be based in Mexico
Benefits:
- Training and mentorship from Staff Accountants and CAS leadership
- Opportunities to grow into a Staff Accountant role over time
- Exposure to multiple industries and clients, with increasing responsibility
- Remote work
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