Senior Accountant

Overview

This role is part of the organization’s outsourced accounting team, supporting a portfolio of small to mid-sized business clients. You’ll deliver financial reporting, compliance support, and insights while managing your own set of client engagements with mentorship and quality review from senior team members.

Responsibilities

• Independently manage a portfolio of 8–15 clients, performing monthly/quarterly bookkeeping, reconciliations, and general ledger maintenance in client accounting systems (QuickBooks Online, NetSuite, Xero, etc.)
• Prepare accurate and timely financial statements (balance sheet, income statement, cash flow) and supporting schedules for client review
• Generate and deliver customized management reports, KPIs, budget-to-actual analyses, and financial dashboards; present findings to clients via phone, video, or in-person meetings
• Explain accounting processes, entries, and financial results to non-accounting client stakeholders in clear, non-technical language
• Identify and resolve discrepancies, recommend journal entries, and implement process improvements to enhance client financial close efficiency
• Support compliance requirements including sales tax filings, 1099 preparation, payroll tax reconciliations, and coordinate with external CPAs for year-end tax preparation
• Assist with external audit and review engagements by preparing workpapers, responding to auditor requests, and reconciling audit adjustments
• Conduct virtual or on-site client training on accounting software, internal controls, and best-practice workflows
• Document client-specific procedures, policies, and month-end checklists to ensure consistency and facilitate smooth hand-offs
• Proactively monitor client deadlines (payroll, tax payments, filings) and communicate upcoming deliverables or risks to the client and internal team
• Collaborate with Senior Consultants on complex technical matters, special projects (implementations, clean-ups, due diligence), and new client onboarding
• Maintain meticulous workpapers and uphold quality control standards in accordance with firm methodology and GAAP
• Perform other client-related duties and ad-hoc projects as assigned

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 2–4 years of progressive accounting experience (public accounting, industry, or outsourced/controllership environment strongly preferred)
• Hands-on experience managing full-cycle accounting for multiple entities or clients simultaneously

Preferred Qualifications

• Active CPA candidacy or license a plus
• Prior client-facing or outsourced accounting experience (bookkeeping firm, business process outsourcing, or consulting)

Skills & Abilities

• Advanced proficiency in QuickBooks Online (certification preferred), Xero, NetSuite, and Microsoft Excel (pivot tables, VLOOKUPs, financial modeling)
• Strong working knowledge of U.S. GAAP and ability to research technical accounting topics
• Exceptional client communication skills, including the ability to translate complex accounting concepts into actionable business insights
• High degree of self-management: organizes tasks, meets recurring deadlines, and escalates issues appropriately with minimal supervision
• Analytical mindset with keen attention to detail and a passion for process improvement
• Professional presence and confidence when leading client meetings and presenting financial data
• Ability to handle sensitive financial information with absolute discretion and integrity
• Flexibility to occasionally travel to client sites or work outside standard hours during month-end/quarter-end peaks