Senior Accountant, Advisor

You’re a skilled accounting professional with previous experience handling bookkeeping and tax prep for multiple clients and you’re looking for a modern and vibrant accounting firm to call home. You have your CPA or EA (or are in pursuit of one of these licenses) and you’re looking for a remote, flexible environment, where you can use your knowledge to advise clients. See below, we’ve found your match!

Job Type:

Full time or Part time, W2
Location: REMOTE within the US
Compensation: $75,000-$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 their 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)

  
Qualifications:
  
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 preferred
• 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
   

Current Client Benefits Offered:

• PTO
• Health insurance stipend
• 401k match
• Advancement opportunities
• Flexible schedule
• Summer Fridays

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