Accounting Tech

Firm Type: Mid-Sized, Privately-Owned CPA and Advisory Firm

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Position Summary:

As a full-time Accounting Tech at hfco, you will be responsible for maintaining a professional relationship with business clients while performing day-to-day bookkeeping duties for multiple accounts. Successful candidates must be motivated self-starters who can get the job done quickly and accurately.

While this role is intended to be hybrid, we are willing to consider fully remote candidates whose experience and qualifications strongly align with the position's needs.

Accounting Tech Responsibilities

• Consistently and accurately code transactions to multiple dimensions (ex. account, class, customer/funder, project/sub-customer, division/location, etc.) and provide proper descriptive memos.
• Reconcile bank, credit card, and other financial accounts, inspect source documents and confirm they support the business purpose and proper coding of the transactions.
• Maintain clean bank feeds and resolve common issues (duplicate entries, unmatched items, missing payee details, feed disconnects).
• Assist with month-end close as needed by updating close checklists, preparing routine journal entries from templates and similar tasks as assigned.
• Support accounts payable processes as assigned: enter bills, maintain vendor records, route items for approval, and prepare payment batches for client authorization.
• Support accounts receivable processes as assigned: generate invoices, apply payments, and assist with A/R aging follow-up lists.
• Assist with posting payroll entries and reconcile payroll clearing accounts.
• Gather and organize information needed for compliance-related items and assist with preparation (e.g., 1099 support, sales tax support, etc.) as directed.
• Maintain strong documentation and audit trail standards: attach invoices/receipts in the accounting system, keep organized client folders, and follow naming conventions.
• Use firm tools and templates consistently and contribute to continuous process improvement through documented feedback.
• Other duties as assigned.

Client Service & Responsiveness Expectations

• Communicate professionally and responsively with clients and internal team members; acknowledge requests timely, follow up on missing items, and escalate urgent issues promptly.
• Maintain confidentiality in all client interactions, following firm standards for email/Teams etiquette and secure handling of client data.