Top 345 Staff accountant Jobs in Blue Bell, Pa

Client Tax & Accounting Specialist
WellFull by Bernardo Wealth —Harleysville, PA
- $60,000 - $75,000 a year
- Full-time
- Background check
- CPA
- Research
- Health savings account
- Paid holidays
Quick Apply
4h
Senior Accountant
UA Local Union 420 Steamfitters —Philadelphia, PA
- $35 - $40 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7h
Accountant - Philadelphia, PA - Full-Time or Part-Time
Your Part-Time Controller, LLC —Philadelphia, PA
- $70,000 - $85,000 a year
- Part-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Business Accountant
Trilion Quality Systems —King of Prussia, PA
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
7d
Staff Accountant
Community Options, Inc. —Newtown, PA
- Online Application
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Staff Accountant
CAMCO Property Management —Fort Washington, PA
- $65,000 - $70,000 a year
- Background check
- Research
- Mid-level
Quick Apply
5d
Staff Accountant
The Tustin Group —Norristown, PA
- $65,000 - $75,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
4d
Accountant
Wellington —Plymouth Meeting, PA
- $65,000 - $90,000 a year
- Full-time
- Oracle
- Customer service
- Basic math
Quick Apply
Staff GL Accountant
Hajoca Corporation —Whitemarsh, PA
- Full-time
- Hybrid work
- Background check
- Customer service
- Pass drug screening
- Profit sharing
- Wellness program
Quick Apply
Staff Accountant
Stateside Brands LLC —Philadelphia, PA
- $70,000 a year
- Hybrid work
- Military
- Mid-level
- Office
Staff Accountant, Property
BRIXMOR PROPERTY GROUP —Conshohocken, PA
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
Quick Apply
Staff Accountant, Portfolio
Brixmor Property Group —Conshohocken, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
Quick Apply
2027 Staff Accountant
Novogradac & Company —Philadelphia, PA
- $66,500 - $72,500 a year
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Writing skills
- Research
- Profit sharing
- Paid holidays
Staff Accountant
Technip Energies —Conshohocken, PA
- Full-time
- Mid-level
- Office
- Finance
Accountant
Gemma Services —Plymouth Meeting, PA
- $68,000 - $73,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Bachelor of Science
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
Staff Accountant
Nonprofit Finance Fund —Philadelphia, PA
- $80,600 - $87,100 a year
- Full-time
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Accountant 507
David's Bridal —King of Prussia, PA
- $52,000 - $78,000 a year
- Full-time
- Bachelor of Science
- Research
- Office
- Paid holidays
- Dental insurance
Quick Apply
4d
Staff Accountant
Goliath —Norristown, PA
- Hybrid work
- Office
- Finance
- Analysis skills
- Health savings account
- Dental insurance
Quick Apply
12d
Staff Accountant
Heritage Fence Company —Skippack, PA
- $45,000 - $85,000 a year
- Email
- Microsoft Outlook
- Office
- Residential
- Profit sharing
- Paid holidays
Quick Apply
Staff Accountant
GWYNEDD MANUFACTURING INC —North Wales, PA
- $70,000 - $90,000 a year
- 8 hour shift
- Mid-level
- 3 years
- Finance
Quick Apply

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staff accountant jobs near blue bell, pa

Client Tax & Accounting Specialist

WellFull by Bernardo Wealth
Harleysville, PA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year
4 hours ago

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Opportunities for advancement
Life insurance

Qualifications

Intuit
Customer communication
Confidential information handling
Serving clients
Research
Bachelor's degree
Attention to detail
Problem-solving
QuickBooks
Organizational skills
Tax preparation software
AI-driven automation
Analytical thinking
Communication skills

Full Job Description

About WellFull

At WellFull by Bernardo Wealth, we believe true financial wellness is a journey, not just a destination. We help successful families, executives, and business owners gain clarity and confidence across every aspect of their financial lives — going beyond traditional portfolio management to deliver comprehensive guidance across planning, taxes, estate strategies, risk management, philanthropy, and family legacy planning. Our team of trusted partners anticipates our clients' needs, ensuring every part of their financial ecosystem works together seamlessly.

As we continue to grow, we are seeking a detail-oriented, tech-forward Client Tax & Accounting Specialist to join our team. This dual-role position combines tax preparation and planning support with the firm's day-to-day bookkeeping and accounting processes, working closely with our team to deliver an exceptional experience to our clients.

Position Summary

WellFull is seeking a motivated accounting and tax professional who is proficient with accounting and tax software, comfortable using AI-powered tools to work smarter and faster, and energized by direct client interaction. You will work hand-in-hand with our CPA on tax return preparation and tax planning for clients, and support our CFO with bookkeeping and accounting processes for the firm. This is a great opportunity for someone who wants to grow within a modern, innovative wealth management firm that is actively investing in AI and technology to elevate the client experience.

Key Responsibilities

Tax Preparation & Consulting (with our CPA)

Prepare and review individual, partnership, corporate, and trust tax returns using tax software, specifically Intuit ProConnect.
Gather and analyze financial information and tax documents from clients to ensure accuracy and compliance.
Communicate directly with clients to collect necessary information, answer questions, and provide tax planning advice in a warm, friendly, and professional manner.
Assist with tax projections and estimated tax payments.
Respond to and resolve inquiries and notices from the IRS and state tax authorities.
Maintain and update client records and financial data within the firm's systems.
Collaborate with the firm's CPA, financial advisors, and other team members to provide integrated wealth management solutions for clients.
Stay current on federal, state, and local tax laws and regulations, and use AI tools to help research and summarize changes efficiently.

Bookkeeping & Accounting (with our CFO)

Manage the full cycle of accounts payable (AP) and accounts receivable (AR), including processing vendor invoices and client billing.
Manage the firm's use of QuickBooks, including transaction entry and reconciliation.
Handle payments and other transactions through Bill.com.
Manage firm credit card accounts, including receipt scanning, expense categorization, and reconciliation.
Perform bank reconciliations for all company cash and deposit accounts, and prepare/process check deposits.
Run and generate financial reports as requested by the CFO and firm leadership.
Assist in maintaining organized financial documentation for compliance and audits.
Identify opportunities to streamline bookkeeping processes using technology and automation.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field.
Proven experience in bookkeeping, tax preparation, or accounting — experience within a financial services or wealth management environment is a plus.
Proficiency with accounting and tax software, specifically QuickBooks, Bill.com, and Intuit ProConnect.
Genuine comfort and enthusiasm for leveraging AI tools to improve the speed, accuracy, and quality of tax and bookkeeping work.
Tech-forward mindset — adapts quickly to new software and systems and looks for ways to use technology and automation to streamline repetitive tasks.
Strong understanding of fundamental bookkeeping and accounting principles.
Meticulous attention to detail and a high degree of accuracy in financial record-keeping.
Ability to handle sensitive and confidential information with the utmost discretion.
Excellent interpersonal and communication skills, both written and verbal, with a warm, friendly, professional demeanor — our clients should enjoy working with you.
Strong organizational skills with the ability to manage multiple tasks and deadlines independently.
Excellent problem-solving and analytical skills.
CPA license or Enrolled Agent (EA) certification ideal, or actively pursuing one of these designations.

Compensation & Benefits

Base salary of $60,000–$75,000, commensurate with experience and credentials.
Health and wellness benefits.
Paid time off and holidays.
Professional development and continuing education support (CPA/EA).
Modern technology platform, including AI tools, to support your work.
Career advancement opportunities within a growing firm.

To Apply

Please submit your resume and a brief cover letter outlining your experience with tax preparation, bookkeeping, and technology (including any AI tools you use), and your interest in joining WellFull by Bernardo Wealth.

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Disability insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

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staff accountant jobs in blue bell, pa

Client Tax & Accounting Specialist

Senior Accountant

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