Senior Accountant – Client Accounting, Tax
Posted 21 days ago
You'll complete your application on Elevate and Delegate's career site.
About the Role
We are hiring a remote Senior Accountant to deliver advanced financial and tax assistance across several client accounts, prioritizing precision and operational productivity. This position operates in a professional, flexible, and remote setting dedicated to optimizing client financial management. You will work alongside finance industry veterans and CPAs to foster client success, improve operational standards, provide guidance to junior team members, and bolster the firm's client portfolio through professional accounting advice.
Requirements
- You need 5 to 7 years of background in public or client-facing accounting.
- You must be proficient using TaxDome, Drake Tax, and QuickBooks Online.
- You should have a solid grasp of bookkeeping, fundamental accounting practices, and the filing of business and personal tax returns.
- You are required to possess exceptional organizational abilities, the capacity to juggle multiple client timelines, and fluent English communication skills.
- You must be self-driven, analytical, and take full accountability for your tasks.
- A CPA certification or active pursuit of the designation is preferred, as is previous experience in a U.S. CPA firm and a history of overseeing remote staff.
Responsibilities
- Oversee all bookkeeping and accounting tasks for different clients, including executing monthly reconciliations and compiling financial reports.
- Facilitate the month-end closing cycle, troubleshoot financial errors, and verify the integrity and completeness of all data.
- Handle tax preparation and review, participate in tax planning and compliance efforts, and work in tandem with CPAs.
- Provide mentorship to less experienced team members, address difficult accounting questions, and maintain consistent communication to handle client requests.
- Improve operational efficiency by refining accounting workflows, creating standardized documentation, and tightening quality-assurance protocols.
Benefits & Perks
- Gain experience leading a developing accounting team and exposure to bookkeeping, tax services, M&A advisory, and fractional CFO work.
- Engage in mentorship from a Wall Street finance veteran and a seasoned CPA to advance your leadership and career trajectory.
- Communicate directly with clients and manage accounts autonomously to contribute to the organization's expansion.
- Receive compensation details directly from the client, and utilize vacation and holiday time according to the specific policies of the client.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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