Overview
A boutique CPA firm based in the greater Atlanta area is seeking a Senior Accountant to support a portfolio of small business clients. The firm specializes in proactive tax advisory and planning for small business owners, focusing on delivering financial guidance beyond compliance. The team is small and collaborative, working closely with clients who often manage multiple entities.
Responsibilities
- Prepare tax-ready financial statements in QuickBooks, including journal entries, adjustments, and corrections
- Review and approve work completed by an offshore accounting support team
- Direct offshore staff on specific tasks such as bank reconciliations
- Follow up with clients via email and phone to collect outstanding information
- Identify issues in financials and ask appropriate questions to resolve them
Requirements
- Solid understanding of small business financials, including profit and loss statements, balance sheets, and common transaction types
- Hands-on experience preparing financials for tax purposes, including making correcting entries
- Prior experience working with small business clients; experience with multi-entity clients is a plus
- Comfortable directing and reviewing the work of a remote/offshore team
- Clear and professional written communication skills, primarily via email
- Proficiency in QuickBooks (Online or Desktop)
Preferred Qualifications
- Active CPA license is not required
- This role does not involve client-facing sales or advisory duties; client interaction is limited to occasional Zoom calls and email communication
Compensation & Benefits
- Fully remote position
- Work with a focused, supportive team managing a well-defined book of business
- No busy-season chaos; the firm maintains manageable, ongoing client relationships
Location
- Remote, with the firm based in the greater Atlanta area