The Role:

As our future accountant, you will work on a portfolio of clients, while intimately getting to know them and their businesses. We focus on building relationships with our clients – it helps us help them when we know them and their lives.

Responsibilities Include:

While your tasks will vary day to day, we have built-in, recurring deadlines that will need to be met. We 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

+ 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

+ Troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)

+ Accounts receivable and accounts payable oversight

+ Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliations

+ Record bank, credit card, and merchant account information in the general ledger via bank feeds in our client’s accounting software

What We’re Looking For:

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 preferred

+ Experience working with small businesses (specifically closely held pass-through entities)

+ Experience with accrual / GAAP reporting and workpapers

+ 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


+ Willing to undergo a background check

Benefits Offered:



+ 401k match

+ Advancement opportunities

+ Flexible schedule

+ Summer Fridays

To Apply:

Click here.