Sr. Accountant (CPA)

Overview

This role supports client financial operations across taxation, accounting, bookkeeping, payroll, and advisory services. The organization is based in Atlanta, GA, with clients served globally.

While not required, openness to relocating to the Marietta office now or in the future is considered a strong plus and will be an advantage in the selection process.

Responsibilities

• Manage clients’ financial operations, including taxation, accounting, bookkeeping, and payroll management.
• Ensure compliance with US taxation laws and regulations, including timely filing of tax returns and payments.
• Lead tax planning and advisory for assigned clients, identifying opportunities to reduce tax liability and support long-term financial goals.
• Collaborate with the sales and business development team to originate and pursue new client opportunities, including proposals, pitches, and client meetings.
• Manage accounts receivable (AR) and accounts payable (AP) processes, including invoicing, collections, payments, and reconciliation.
• Maintain accurate, current financial records and documentation using accounting software such as QuickBooks.
• Analyze financial data and trends to provide actionable insights and recommendations to improve financial performance and operational efficiency.
• Coordinate with other departments to align financial strategies with business initiatives and strategic objectives.
• Mentor and guide junior accounting staff and contribute to a supportive team environment.
• Support smooth client onboarding for assigned engagements, ensuring adherence to established protocols.
• Contribute to client acquisition and retention efforts while providing strong customer service.
• Organize and update financial records (digital and physical) to ensure accuracy and accessibility.
• Participate in external audits as needed, coordinating with auditors and providing required documentation.
• Prepare comprehensive year-end audit schedules and support audits throughout the process as needed.
• Assist in documenting, designing, and testing processes and procedures impacting financial statements or company performance.
• Improve efficiency by helping automate systems and spreadsheets to streamline accounting functions and processes.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or related field; Master’s degree is a plus.
• CPA license or Enrolled Agent (EA) credential is a must.
• 5+ years of professional experience in accounting and tax, with a strong focus on tax planning and advisory; public accounting experience is preferred.
• Proven experience advising clients on tax strategy/planning beyond compliance and preparation is a strong plus.
• Demonstrated experience (or strong appetite) for client acquisition and business development, including originating new engagements, leading proposals and pitches, or growing existing client relationships.
• Strategic, growth-oriented mindset with interest in long-term career advancement; strong performers may grow into leadership responsibilities over time.
• Ability to build trusted relationships with clients and referral partners.
• Excellent verbal and written communication skills, including confidence presenting to clients.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Experience with QuickBooks and/or other accounting software.
• Experience with UltraTax and/or other tax preparation software.
• Dependable, self-directed, and detail-oriented with an end-result-oriented work style.
• Positive team player who learns quickly and masters new concepts.

Preferred Qualifications

• International tax knowledge.

Compensation & Benefits

• Competitive salary based on experience plus performance-based bonus.
• Medical, dental, and vision insurance.
• Life insurance.
• 401K plus company match.
• Paid vacation and holidays.
• Great international work environment.
• Excellent ongoing training.
• Growth opportunities.

Location

• Atlanta, GA.
• Openness to relocating to the Marietta office now or in the future is considered a strong plus (not required).