We are looking for a Senior Accountant to support a small, relationship‑driven CPA firm serving multiple small‑to‑mid‑sized clients. The position requires an experienced accounting professional who can operate independently, manage multiple client accounts, and serve as a trusted resource for both clients and firm leadership.
Key Responsibilities
- Independently manage full‑cycle bookkeeping and accounting for multiple small business clients across various industries.
- Oversee general ledger maintenance, monthly and quarterly closings, and preparation of internal financial statements.
- Perform and review bank, credit card, and balance sheet reconciliations with minimal oversight.
- Prepare and review adjusting journal entries, accruals, and depreciation schedules.
- Serve as a primary client contact for day‑to‑day accounting questions, issue resolution, and documentation requests.
- Support individual and business tax preparation by organizing workpapers, reconciling accounts, and assisting with tax‑ready financials.
- Review work completed by junior staff or contractors and provide guidance as needed.
- Maintain and clean up QuickBooks files, including historical corrections and process improvements.
- Identify inefficiencies and recommend improvements to accounting workflows and client processes.
Required Experience & Qualifications
7–10 years of progressive accounting or bookkeeping experience, ideally within a public accounting or outsourced accounting environment. Advanced proficiency in QuickBooks (Desktop and/or Online), including file clean‑ups and multi‑entity management. Strong understanding of small business accounting, GAAP fundamentals, and tax‑related accounting considerations. Experience managing multiple clients simultaneously with competing deadlines. Comfortable working independently with a high level of accountability and discretion. Prior experience interfacing directly with business owners, partners, and CPAs. Public accounting or CPA‑firm experience strongly preferred; CPA or EA a plus but not required.