Senior Accountant – Client Accounting, Tax

• Manage bookkeeping and accounting activities for multiple client accounts
• Perform monthly bank, credit card, and account reconciliations
• Support month-end close processes and ensure accurate, complete financial records
• Prepare and review financial statements and general ledger activity
• Identify and resolve accounting discrepancies and issues
• Ensure high-quality and timely client deliverables
• Prepare and review individual and business tax returns
• Assist with tax planning, compliance, and research
• Gather and organize client tax information and supporting documentation
• Address accounting and tax questions and support clients during tax season
• Work closely with the CPA on tax deliverables
• Manage multiple client engagements and deadlines
• Communicate proactively with clients and follow up on outstanding information
• Serve as a point of contact for day-to-day accounting questions
• Review, mentor, and support junior accounting staff
• Improve accounting workflows, documentation, and quality-control processes
• Serve as a first escalation point for accounting-related questions
• Identify efficiency improvements, standardize processes, and reduce errors

• 5–7+ years of public accounting or client accounting experience
• Experience with Drake Tax and TaxDome — required
• QuickBooks Online experience — required
• Strong bookkeeping and accounting fundamentals
• Experience preparing business and/or individual tax returns
• Experience managing multiple clients and competing deadlines
• Excellent attention to detail and strong organizational skills
• Strong written and spoken English
• Ability to work independently with minimal supervision
• Strong ownership, follow-through, and problem-solving skills
• CPA or CPA candidate preferred
• Experience working for a U.S. CPA firm preferred
• Experience supervising, mentoring, or managing remote accounting teams preferred
• Experience with client-facing accounting and advisory work preferred

• Direct client communication and independent handling of client-related matters
• Salary/payments handled directly by the client
• Vacation leaves and holidays aligned with client business needs and policies
• Opportunity to build and lead a growing accounting team
• Exposure to bookkeeping, tax, fractional CFO, and M&A advisory
• Direct collaboration with an experienced CPA and former Wall Street finance professional
• Long-term career growth and leadership opportunities
• Meaningful impact as the firm expands
• Loom video application process with interview guidance