Trusteer Financial
Staff Accountant
Core accounting execution across payroll, AP/AR, reconciliations, and recurring client deliverables, with a clear path toward broader client ownership.
Company Overview
Who are we? Trusteer Financial is a growing boutique finance and accounting firm based in New York. We serve as a trusted partner and advisor to companies in the technology, media, entertainment, life sciences, and crypto industries. Our mission is to remove the financial friction of starting and running an enterprise through CFO advisory, accounting, tax, and transaction services solutions.
Why work with us? We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond. Every individual within our firm has opportunities to grow professionally and personally through mentorship, exposure to founders and operators, and a collaborative, entrepreneurial environment.
Position Overview
Due to continued growth, Trusteer Financial is expanding our team and is seeking a full-time Staff Accountant to support recurring client accounting workflows. This role is designed for an early-career accountant who enjoys detail-oriented execution, thrives in deadline-driven environments, and wants to build a strong foundation in outsourced accounting services while progressing toward broader client responsibilities over time.
Reporting to an Accounting Manager or Senior Manager, this position owns day-to-day accounting administration across multiple client accounts, with a primary focus on payroll, accounts payable, accounts receivable, reconciliations, and organized follow-through on recurring deliverables.
Core Accounting 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.
Systems, Tools & Automation (What makes this role different)
- Work within modern accounting systems such as QuickBooks Online, Bill.com, Gusto, Deel, and similar tools
- Use Slack, project management systems, and shared workflows to coordinate work across teams
- Help improve and streamline recurring accounting processes
- Identify inefficiencies and suggest more efficient, system-driven approaches
- Assist with implementation and setup of new tools and systems across client accounts
- Contribute to building standardized, repeatable workflows across the firm
Operations & Coordination
- 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
Here is what you need
Core Requirements
- 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
Tech-Forward Mindset (critical for this role)
- 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
Additional Qualifications
- 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
Compensation
Salary: $50,000 – $65,000
- This role is designed for an early-career hire with strong growth potential and a fast-track path toward Senior Accountant responsibilities.
