Senior Financial Accountant

Overview

A financial services organization is seeking a Senior Financial Accountant who is detail-oriented, enjoys connecting with people, and excels at managing multiple priorities. This role involves working remotely from specific states and contributing to a collaborative team environment.

Remote Work Eligibility:

• Candidates must reside in one of the following states to be considered: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, MD, MA, MO, MT, NE, NH, NJ, NM, NC, OH, OK, PA, SC, TN, TX, UT, VA, WI.
• Remote work is restricted to these locations only.

Responsibilities

• Complete monthly bookkeeping and maintain current financial statements for an assigned client inventory.
• Process payroll and prepare/review payroll tax return filings.
• Prepare and review sales tax returns and 1099 forms.
• Communicate with clients via email, phone, and mail to request necessary documentation.
• Ensure exceptional customer service for all clients, including those assigned to other staff members.
• Review financial statements prepared by staff.
• Supervise 2-3 staff members, ensuring the team meets monthly goals.
• Participate in annual performance reviews and disciplinary meetings for assigned staff.
• Conduct interviews for job candidates.

Note: Duties and responsibilities may change or be added at any time.

Requirements

• Active Enrolled Agent status is mandatory.
• Minimum of five years of financial accounting experience.
• Bachelor’s degree in accounting.
• Strong interpersonal, negotiation, and conflict resolution skills with excellent follow-up.
• Exceptional attention to detail and ability to complete tasks thoroughly.
• Strong analytical and problem-solving skills with a passion for math and financial analysis.
• Ability to act with integrity, professionalism, and maintain confidentiality.
• Equipment required to perform work tasks (computer, smartphone, etc.).
• Internet service with a minimum speed of 50 Mbps; 100 Mbps recommended.
• Successful completion of background and reference checks, including employment verification.

Preferred Qualifications

• Positive attitude and customer service mindset.
• Experience supervising staff and managing team goals.

Compensation & Benefits

• Starting salary from $65,000 per year.
• Medical, dental, and vision insurance.
• Short- and long-term disability insurance.
• Life insurance and pet insurance.
• Gap insurance plan through Aflac (eligibility applies).
• Paid time off including sick days, vacation days, and paid holidays.
• 401(k) plan with matching contributions when eligible.
• Paid volunteer events and company-sponsored social events.
• Opportunities for career growth and professional development.

Location

Remote work available for candidates located in AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, MD, MA, MO, MT, NE, NH, NJ, NM, NC, OH, OK, PA, SC, TN, TX, UT, VA, and WI only.