Accountant - Financial Reporting & Compliance

Summary

Join Celerity's growing finance team as an Accountant – Financial Reporting & Compliance! This role ensures compliance with state and local regulations while contributing to core accounting functions. Responsibilities include managing state registrations, regulatory filings, and tax compliance. You will also perform month-end close activities, prepare financial statements, and assist with audits. The ideal candidate possesses strong analytical skills, regulatory knowledge, and collaboration abilities. Competitive compensation and comprehensive benefits are offered. This position is based in Walnut Creek, CA, with potential travel.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 2–4 years of accounting experience, preferably in a professional services or consulting environment
• Familiarity with regulatory compliance, particularly around multi-state operations
• Knowledge of sales tax, franchise tax, and state business licensing requirements
• Experience working with third-party compliance or tax vendors
• Strong understanding of GAAP and internal financial controls
• Proficiency in accounting software (e.g., NetSuite or similar ERP system)
• Advanced Excel skills and experience with financial modeling
• Excellent communication and interpersonal skills
• Ability to travel as needed to our headquarters office in Walnut Creek, California

Responsibilities

• Research, apply for, and maintain all necessary business registrations, licenses, and permits in each state and locality where the company conducts business. This includes sales tax, employer, and other relevant registrations
• Stay abreast of and ensure timely and accurate filing of all required state and local compliance reports, including but not limited to: Sales and Use Tax returns, Property Tax returns, Annual reports/Secretary of State filings, Business licenses and renewals, Payroll tax filings (in collaboration with payroll)
• Track nexus requirements and collaborate with internal teams or external advisors to ensure proper state registrations and tax compliance
• Research and implement best practices to ensure multi-state compliance with financial and business regulations
• Develop and maintain a compliance calendar to track deadlines and filing requirements
• Stay updated on changes in state regulations affecting business registrations and filings
• Serve as a liaison for compliance-related inquiries or issues and assist with any related audits or examinations
• Provide guidance and support to other departments on compliance-related matters
• Maintain accurate records of all filings, registrations, and licenses
• Perform month-end close activities including journal entries, accruals, and balance sheet reconciliations
• Prepare and analyze monthly financial statements and reports
• Assist with maintaining the general ledger, ensuring all entries are accurate and properly classified
• Perform monthly reconciliations of bank accounts, credit cards, intercompany accounts, and key balance sheet items
• Assist with internal and external audits, providing documentation and support as needed

Preferred Qualifications

CPA or progress toward CPA preferred

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance (STD/LTD)
• Flexible Spending Account
• Health Savings Account
• Basic Life/AD&D
• 401(k) plan
• Paid Time Off
• Company Holidays
• Leave of Absence
• Flexible Work Schedules
• Employee Referral Program
• Professional Development
• Charitable Contribution Match