Senior Accountant/Advisor, CPA firm
Job Type:
Full-time or Part-time, W2
Location: REMOTE within the US
Compensation: $80,000-$90,000
Our client, a progressive cloud accounting firm, is seeking a REMOTE Senior Accountant, Advisor to join their growing team. You will work on a portfolio of clients, while intimately getting to know them and their businesses, while working for a firm focused on building relationships with its clients.
Regular Responsibilities Include:
Your tasks in this role will vary from day to day. Our clients have has built-in, recurring deadlines that need to be met. They keep routine but avoid the mundane.
- Advise clients on their small business accounting and tax needs, including being the point of contact for your book of clients
- Review data recorded during the period by the bookkeeper and close the books monthly/quarterly; prepare reports on both a cash and accrual basis with financial analysis notes sent to the client
- Create and maintain workpapers for clients
- Prepare tax projections on a monthly/quarterly basis with ongoing planning and research for our clients, including entity structure and retirement contribution tax strategies
- Sales tax preparation
- Annual income tax preparation (individual and business)
- Budget and forecasting preparation and analysis
- Payroll oversight via Gusto, including onboarding new employees, terminating employees, managing payroll integrations with the accounting software for proper mapping, troubleshooting payroll notices, and new client setups
- Oversee A/R and A/P, handled by bookkeeper
- Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliations, as needed
- Record bank, credit card, and merchant account information in the general ledger via bank feeds in our client’s accounting software
- As needed, troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)
- 30% Book review of bookkeeping/sales tax (books prepared by internal staff, clients' self-prepared books, or books prepared by outside bookkeepers
- ~35% tax planning/CAS (working with our tax planning clients in meetings, tax strategy, preparing projections/estimates for our tax planning and bookkeeping clients)
- ~35% tax prep during tax season (during season, the day is basically 90-100% tax prep only)
If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list; it’s by no means a requirement.
- At least five years of accounting experience, managing multiple clients preferred
- CPA or EA
- Experience working with small businesses (specifically, closely held pass-through entities)
- Experience with accrual / GAAP reporting and work papers
- Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp, and Partnerships)
- Strong problem-solving and analytical skills
- A love for technology and intuitive computer skills
- Ability to take ownership, while realizing when it’s time to reach out for help
- A deep understanding of the financial statements, the relationship between them, what it all means, and the ability to explain the numbers to our clients in their language
- Strong Excel skills; you don’t need to know how to build macros, but if a string of formulas goes awry you should be able to troubleshoot and correct
Requirements:
- Willing to undergo a background check
- PTO
- Health insurance stipend
- 401k match
- Advancement opportunities
- Flexible schedule
- Summer Fridays
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