Senior Accountant, Advisor

Job Title: Senior Accountant, Advisor

Job ID: 515171

Date Posted: September 22, 2026

Employment Type: Full-time

Hiring Company (Organization): Confidential

Location: US Remote
Applicants must be located in the United States.

Base Salary:  $80,000 + per year (USD) Commensurate with experience and qualifications.

Job Description:

A fully remote CPA firm, seeking a self-starter. This role puts you in a client-facing accounting position, serving as the go-to contact for a client portfolio while reviewing tax returns, financial statements, and overseeing staff accountant work. 

Responsibilities:

• Serve as the primary point of contact for a designated portfolio of clients, ensuring their needs are met with exceptional service.
• Conduct regular meetings to review financial statements and create customized tax projections tailored to each client’s unique circumstances.
• Review and explain business and personal tax returns with clients, providing insights and guidance.
• Independently prepare error-free financial statements and accounting reports for client use.
• Manage relationships with staff accountants, fostering a collaborative team environment.
• Review the work of staff accountants for accuracy, providing training and guidance on necessary corrections.
• File sales tax returns for applicable clients.
• Analyze and resolve issues effectively, identifying problems and outlining actionable next steps.
• Effectively manage workflow and schedule to ensure punctual client meetings and deliverables.

Qualifications:

• Bachelor’s Degree in Accounting or Finance.
• Minimum of 5 years of experience in public accounting, preferably within a CPA firm.
• Ability to manage multiple clients across varied industries simultaneously.
• Prior experience working in a remote environment is preferred.
• Self-starter who is effective with minimal direction.
• Strong communication and presentation skills, with the ability to clearly explain complex financial information.
• Proficient in QuickBooks Desktop and QuickBooks Online; familiarity with Xero and Thomson Reuters is a plus. 
• Experienced with tech stack tools including ShareFile, Google Docs, Slack, UltraTax, Karbon, ADP, Excel, and Outlook.

Other Desired Qualifications:

• Excellent communication skills, both verbal and written.
• Ability to multitask and prioritize effectively in a dynamic work environment.
• Strong critical thinking and problem-solving abilities.
• Team player who fosters collaboration and support within the team.
• Understanding of accounts receivable (A/R) and accounts payable (A/P) functions in relevant software.
• Experience in corporate and personal tax preparation is a plus.
• Familiarity with processing sales tax returns.
• A dedicated home office workspace conducive to remote work

Benefits:

• Excellent work/life balance
• A fast-growing, progressive firm
• Fully remote role – no commute!
• Competitive salary
• Health and dental benefits
• Retirement plan with employer match
• Flexible work schedule
• Generous PTO
• Paid holidays
• Cafeteria plan
• Potential for variable compensation based on portfolio revenue