What are the responsibilities and job description for the Staff Accountant position at LBMC W Squared?
Position Overview
The Staff Accountant is responsible for delivering accurate, timely, and professional accounting support while contributing to the success of LBMC W Squared and its clients. This role plays a critical part in executing daily and monthly financial operations and supporting client service excellence.
Reports To
Senior Accountant / Assistant Controller
Key Responsibilities
Beyond specific daily tasks, the Staff Accountant is expected to uphold the values and responsibilities of the W Squared client service team, including:
- Contributing Value: Recognize the connection between personal performance and the company’s success. Regularly assess whether your actions create value for LBMC W Squared.
- Client Partnership: Play an essential role in helping clients achieve their financial goals. This position requires availability during scheduled work hours to support timely and accurate service.
- Professional Development: Commit to ongoing personal and professional growth to expand knowledge, capabilities, and impact.
Daily and Monthly Duties
- Prepare monthly balance sheet reconciliations.
- Assist with monthly, quarterly, and/or year-end close processes.
- Prepare standard journal entries.
- Reconcile and analyze general ledger accounts.
- Prepare monthly financial statement packages.
- Assist in performing variance analysis.
- Support various monthly close activities.
- Contribute to cash flow forecasting, if applicable.
- Assist with audit and tax documentation requests.
- Complete other duties as assigned by the Senior Accountant or Assistant Controller.
Expectations
- Project Support: Serve as a reliable and proactive team member; seek out clarification, training, and direction when needed.
- Initiative: Take ownership of responsibilities and actively look for ways to support the broader accounting team.
- Accuracy and Timeliness: Ensure all tasks and deliverables meet expectations for quality and deadlines.
- Process Improvement: Seek opportunities to improve efficiency, accuracy, and capacity within the close process and client service.
- Effective Communication: Maintain clear and timely communication with team members about task progress, expectations, and challenges. Escalate concerns proactively.
Education & Experience
- Bachelor’s degree in Accounting (required)
- Minimum of 2 years of accounting experience, preferred
- Intermediate proficiency with Microsoft Word, Excel, and PowerPoint
- Experience with Intacct, preferred
Staff Accountant
LHH -
Franklin, TN
