Senior Accountant

Overview

A Senior Accountant position is available, reporting to the Managing Director. This is a remote role for candidates residing in the U.S. with the ability to travel to Dallas for quarterly meetings. The salary starts at $90,000.

Responsibilities

• Conduct first-level review of client accounts in preparation for Accounting Manager review.
• Prepare complex accounting matters.
• Identify month-end close processes required for new clients.
• Create Chart of Accounts tailored to client needs and coordinate changes with staff accountants.
• Determine required client filings including federal, state, and local income taxes, sales tax, and other obligations; lead payroll and sales tax filings as specified.
• Restore prior period financials as needed in collaboration with manager and staff.
• Review monthly reconciliations and prepare financial statements, providing feedback to staff accountants.
• Process payroll and coordinate monthly, quarterly, and annual filings with the Accounting Manager.
• Support accounts payable functions ensuring 1099 compliance.
• Respond to client inquiries within a mandatory 24-hour timeframe.
• Attend weekly team meetings and monitor communications daily.
• Track task progress using ClickUp and meet deadlines.
• Identify process improvements for both the firm and clients throughout engagements.

Requirements

• Bachelor's degree preferred in Accounting or a closely related field.
• In-depth knowledge of QuickBooks Online.
• CPA certification or prior senior accounting experience is desired.
• Exceptional organizational skills with the ability to manage multiple priorities calmly and professionally.
• Ability to work independently and complete tasks efficiently.
• Well-developed communication skills across multiple modes.
• Demonstrated ability to manage administrative details supporting team effectiveness.

Work Environment

• Typical clinical office setting.
• Ability to sustain prolonged periods of standing.
• Ability to lift up to 15 pounds occasionally.
• Ability to see up close with or without vision correction.
• Ability to communicate and comprehend information effectively.
• Ability to perform precise coordinated finger movements to grasp, manipulate, or assemble small objects.

Location

• Remote within the U.S., with required travel to Dallas for quarterly meetings.