Trusteer Financial is a growing boutique finance and accounting firm based in New York. They are seeking a full-time Staff Accountant to support recurring client accounting workflows, focusing on payroll, accounts payable, accounts receivable, and reconciliations while progressing toward broader client responsibilities over time.
Responsibilities
- Process payroll accurately and on schedule, including maintaining payroll support files and coordinating follow up on payroll questions
- Manage day to day accounts payable workflows, including vendor bill intake, coding support, payment tracking, and maintaining organized documentation
- Manage accounts receivable workflows, including preparing invoices, tracking collections, reconciling incoming payments, and escalating outstanding items when needed
- Maintain accurate books and records by posting routine transactions, updating support schedules, and helping keep client files complete and current
- Prepare and reconcile bank, credit card, and other balance sheet accounts as assigned
- Support the monthly close process by gathering support, preparing schedules, and tracking open accounting items to completion
- Coordinate recurring accounting tasks in the project management system and follow up with internal team members on deadlines, dependencies, and missing information
- Maintain organized digital files for payroll, AP, AR, reconciliations, and month-end support documentation
- Communicate professionally with clients and internal team members regarding routine requests, open questions, and day-to-day accounting deliverables
Skills
- Bachelor's degree or associate degree in accounting, finance, or a related field preferred
- 0–2 years of relevant bookkeeping, accounting operations, payroll, or staff accountant experience
- Working knowledge of accounts payable, accounts receivable, payroll, and general ledger processes
- Strong organizational skills and ability to manage recurring deadlines
- Comfortable learning and using new software quickly
- Interested in automation, efficiency, and improving workflows
- Enjoys working with tools like Slack, Notion, Airtable, or similar systems
- Curious about how technology can improve accounting processes
- Proficiency in QuickBooks Online and Microsoft Excel; familiarity with modern accounting apps is a plus
- Excellent verbal and written communication skills and a consistent, professional approach
- High attention to detail, strong follow-through, and comfort working within process-driven environments
Company Overview
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