AO: Senior Accountant, Advisor

Overview

This full-time, remote position within the US requires CPA firm experience. Compensation starts at $80,000 and is dependent on experience and licensure.

Responsibilities

• Act as the primary contact for a designated portfolio of clients, ensuring exceptional service.
• Conduct regular meetings to review financial statements and develop customized tax projections.
• Review and explain business and personal tax returns to clients.
• Independently prepare accurate financial statements and accounting reports.
• Manage and collaborate with staff accountants.
• Review staff accountants' work for accuracy and provide training and guidance.
• File sales tax returns for applicable clients.
• Analyze and resolve issues by identifying problems and outlining next steps.
• Manage workflow and scheduling to ensure timely client meetings and deliverables.

Qualifications

• Bachelor's Degree in Accounting or Finance.
• Minimum of 5 years of public accounting experience, preferably in a CPA firm.
• Ability to manage multiple clients across various industries simultaneously.
• Prior remote work experience preferred.
• Self-starter capable of working effectively with minimal supervision.
• Strong communication and presentation skills to clearly explain complex financial information.
• Proficient in QuickBooks Desktop and QuickBooks Online; familiarity with Xero and Thomson Reuters is a plus.
• Experience with ShareFile, Google Docs, Slack, UltraTax, Karbon, ADP, Excel, and Outlook.

Preferred Qualifications

• Excellent verbal and written communication skills.
• Ability to multitask and prioritize in a dynamic environment.
• Strong critical thinking and problem-solving skills.
• Team-oriented with a collaborative approach.
• Understanding of accounts receivable (A/R) and accounts payable (A/P) functions in relevant software.
• Experience in corporate and personal tax preparation.
• Familiarity with processing sales tax returns.
• Dedicated home office workspace suitable for remote work.

Compensation & Benefits

• Competitive salary starting at $80,000+ depending on experience and licensure.
• Health and dental benefits.
• Retirement plan with employer match.
• Flexible work schedule.
• Generous paid time off and paid holidays.
• Cafeteria plan.
• Potential for variable compensation based on portfolio revenue.
• Fully remote role with no commute.
• Emphasis on work/life balance.

Location

• Remote position within the United States.