Accountant

Locations: Cranberry Township, PA | New Castle, PA | Bridgeville, PA | Canfield, OH

Work Arrangement: Onsite / Hybrid with travel between office locations as needed

About the Opportunity

We are a growing wealth management and tax solutions firm seeking an Accountant to join our collaborative, fast-paced team. This is an excellent opportunity for an accounting professional who wants to expand their experience across tax preparation, payroll, financial reporting, budgeting, and client service while building a long-term career with a growing organization.

The ideal candidate will have up to five years of accounting experience and an interest in continued professional development. A CPA license is not required , although candidates who are interested in pursuing their CPA designation are encouraged to apply.

This position reports to the Tax Solutions Partner/CPA and will work closely with colleagues across our wealth management and tax solutions teams.

Key Responsibilities

• Assist with individual and business tax preparation and related tax-support activities

• Prepare and review accounting records, reconciliations, and financial reports

• Support payroll processing and related reporting requirements

• Assist with budgeting, forecasting, and financial analysis

• Maintain accurate client and financial records

• Support month-end and year-end accounting activities

• Assist with tax planning and client information requests

• Prepare reports and financial information for clients and internal leadership

• Communicate professionally with clients regarding accounting, payroll, and tax-related matters

• Collaborate with wealth management and tax professionals to provide a coordinated client experience

• Maintain appropriate confidentiality and safeguard sensitive client and financial information

• Travel to our Cranberry Township, New Castle, Bridgeville, and Canfield offices as needed for client meetings and team collaboration

• Take on additional responsibilities and projects as the firm continues to grow

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field preferred

• Entry level through approximately five years of relevant accounting experience

• CPA license not required

• Interest in pursuing CPA licensure and continued professional growth is welcomed

• Familiarity with tax preparation, payroll, budgeting, financial reporting, and general accounting principles

• Strong attention to detail and commitment to accuracy

• Ability to manage multiple priorities and deadlines in a fast-paced environment

• Strong written, verbal, and client-service skills

• Ability to work both independently and collaboratively

• Willingness and ability to travel between office locations for client meetings and business needs

Technology

Experience with or the ability to quickly learn:

• QuickBooks

• Salesforce

• Microsoft Office Suite, particularly Excel, Outlook, and Word

• Tax, payroll, and other accounting-related technology

What We Offer

We believe our people are an important part of our continued growth. Our benefits and employee programs include:

-Medical and dental insurance

• 401(k) retirement plan with employer contribution/match

• Paid time off

• Paid holidays

• Life and disability insurance

• Parental leave

• Professional development and continuing education opportunities

• Bonus eligibility

• Hybrid work flexibility based on position, client, and business needs

• Career development and advancement opportunities within a growing organization

Why Join Us?

You'll join a collaborative organization where accounting, tax, and wealth management professionals work together to serve clients and support one another. As our company continues to grow, we want our employees to grow with us.

This role offers exposure to a variety of accounting and tax responsibilities, direct interaction with experienced professionals and clients, and opportunities to take on increasing responsibility as your skills and career develop.

We are committed to providing equal employment opportunities and fostering a professional, respectful, and inclusive workplace. Employment decisions are made based on qualifications, merit, business needs, and applicable law.