Staff Accountant - Bookkeeping

About the Role (Staff Accountant — Outsourced Accounting / Advisory Focus)

We are hiring for a Staff Accountant for a CPA firm located in Newport Beach, CA. This role supports outsourced accounting, CFO advisory, and client accounting functions. This is ideal for a motivated accountant with 2–3 years of relevant experience who enjoys client-facing work, clear processes, and professional growth in a high-caliber environment. Compensation range $55,000 - $75,000.

• Perform accurate and timely bookkeeping for multiple clients
• Prepare and review account reconciliations and organized work papers
• Support month-end and year-end close processes
• Prepare accurate financial statements and management reports
• Assist with payroll processing and related filings (as applicable)
• Support sales tax filings and business license renewals when required
• Assist with budgeting, forecasting, and cash-flow analysis as needed
• Identify potential accounting issues and propose practical solutions
• Collaborate with senior accountants, controllers, or fractional CFOs on client work

• Maintain clear, professional communication with clients and internal teams
• Manage multiple client engagements and deadlines
• Follow firm accounting policies, procedures, and documentation standards
• Escalate issues appropriately with thoughtful context and recommendations
• Seek feedback proactively and demonstrate continuous improvement

• Deliver accurate, timely accounting work with limited supervision
• Document work clearly so it is easy for reviewers to follow
• Communicate early when stuck and ask thoughtful questions
• Demonstrate accountability for mistakes and learning
• Show readiness to take on more complex clients over time

• Bachelor’s degree in Accounting or related field
• 2–3 years of relevant experience in public accounting, outsourced accounting, or advisory services
• Strong written and verbal communication skills
• Ability to manage multiple engagements concurrently
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Solid understanding of bookkeeping and accounting principles (GAAP)
• High attention to detail and accuracy
• Strong organizational skills and ability to prioritize work
• Ability to handle confidential information with discretion

• CPA eligibility or progress toward CPA is a plus (not required)
• Master’s in Accounting or related field is a plus
• Experience with Quick Books, Xero, Net Suite, or similar platforms is helpful
• Hybrid role in Newport Beach, CA
• Overtime may be required during peak periods depending on the client