Who We’re Looking For
We’re looking for a Senior Staff Accountant to join our growing team.
This role is ideal for someone who enjoys both accounting and tax, loves digging into the details, and is excited to continue developing their technical expertise.
This position serves as the bridge between our accounting and tax functions. You’ll continue owning many of the accounting responsibilities you’ve already mastered while beginning to support tax preparation, tax projections, and tax planning initiatives alongside our CPAs.
You’ll work closely with our bookkeeping team, Staff Accountants, and CPAs to ensure our clients receive accurate financial reporting throughout the year while also supporting our tax processes behind the scenes.
If you’ve reached the point where month-end close and financial statement preparation feel comfortable and you’re ready to expand your skillset into tax, we’d love to meet you.
What You’ll Do
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. You’ll play an important role on both our accounting and tax teams. You’ll review financial reporting, help solve accounting issues, support and mentor Staff Accountants, and assist with tax preparation, tax projections, and year-end planning projects. This role is a great fit for someone who has a strong accounting foundation and is ready to continue growing their tax knowledge and technical skills.
Accounting & Financial Reporting
- Review bookkeeping completed by the bookkeeping team
- Review account reconciliations and supporting workpapers
- Prepare and post adjusting journal entries
- Complete monthly and year-end close procedures
- Maintain balance sheet schedules and supporting documentation
- Prepare monthly financial statements and supporting reports
- Draft financial performance notes and commentary for clients
- Identify accounting issues and recommend solutions internally
- Assist with bookkeeping cleanup and catch-up projects as needed
- Ensure client files are complete, organized, and audit-ready
- Support and mentor Staff Accountants as they continue developing their technical skills
Payroll & Sales Tax
- Review payroll-related journal entries and account reconciliations
- Troubleshoot payroll accounting issues and payroll system integrations
- Assist with payroll setup and implementation projects
- Review payroll notices and assist with issue resolution
- Prepare and review sales tax returns
- Research and troubleshoot sales tax issues as they arise
- Assist with multi-state payroll and sales tax compliance projects
Tax Support & Tax Projections
- Gather and organize tax documents from clients
- Prepare annual tax workpapers and supporting documentation
- Assist with tax return data entry and tax return assembly
- Reconcile tax return information to supporting documentation
- Prepare information needed for business and individual tax returns
- Support CPAs during tax season by ensuring returns are complete and organized for final preparation and review
- Prepare quarterly and annual tax projections
- Assist with year-end tax planning initiatives
- Identify potential tax-saving opportunities and planning considerations for CPA review
Technology & Process Improvement
- Troubleshoot accounting software and integrations
- Work with platforms such as Xero, QuickBooks Online, Gusto, Hubdoc, Shopify, Stripe, Square, Zapier, and other cloud-based applications
- Identify opportunities to improve processes and efficiencies across client accounts
- Assist with implementation of new technology and workflow improvements
What We’re Looking For
- Bachelor’s degree in Accounting or related field preferred
- 3+ years of accounting experience
- Experience working in a public accounting, bookkeeping, CAS, or tax firm environment strongly preferred
- Experience reviewing bookkeeping and preparing financial statements
- Strong understanding of accounting principles and financial reporting
- Experience preparing adjusting journal entries and account reconciliations
- Experience supporting payroll accounting and payroll-related reconciliations
- Experience preparing tax workpapers or supporting tax preparation processes preferred
- Experience preparing tax projections preferred
- Strong understanding of small business accounting
- Excellent attention to detail and organizational skills
- Strong written communication skills
- Ability to manage multiple deadlines and priorities simultaneously
- Ability to work independently while knowing when to ask for help
- Strong technology skills and willingness to learn new software
Bonus Points For
- Experience with Xero
- Experience with Gusto
- Experience with e-commerce clients
- Experience with multi-state payroll and sales tax filings
- Experience with bookkeeping cleanup projects
- CPA candidate, CPA eligible, or EA candidate
- Experience working in a remote accounting firm
Growth Opportunities
We believe in promoting from within whenever possible.
Many team members begin in bookkeeping-focused roles and continue growing into more advanced accounting and tax positions over time.
Potential career paths include:
- Bookkeeper
- Staff Accountant
- Senior Staff Accountant
- Accounting Manager
- Tax Accountant
- Senior Tax Accountant
- Tax Manager
If you’re looking for a place where you can continue learning and growing your accounting career, we’d love to meet you.
Compensation
$55,000 – $65,000 annually, depending on experience and qualifications.
Benefits
- Flexible schedule
- PTO
- Summer Fridays outside of tax season
- 401(k) with company match
- QSEHRA
- Accountable plan reimbursement
- Company-paid Group Life Insurance
- Company-paid Short-Term Disability Insurance
- Advancement opportunities
- Fully remote work environment
Requirements
- Ability to pass a background check
- Reliable internet connection and home office environment
To Apply
If this sounds like the type of place you’ve been looking for, we’d love to hear from you! Click here.
