Position Overview
We are a rapidly growing accounting and advisory firm, owned and led by a CPA with over 30 years of industry experience. We are seeking a skilled and motivated Accountant with a strong background in bookkeeping and tax preparation who is excited to grow alongside us. This is an excellent opportunity for someone passionate about delivering top-tier service to clients while building a long-term career in a collaborative, client-focused environment.
Key Responsibilities- Maintain and reconcile general ledgers and client books using QuickBooks Online.
- Prepare monthly and year-end financial statements, adjusting journal entries, and trial balances.
- Prepare federal and state income tax returns for individuals, partnerships, corporations, and LLCs.
- Proactively communicate with clients to explain financial reports, tax filings, and compliance requirements.
- Translate complex accounting and tax concepts into clear, actionable advice for clients.
- Identify tax-saving opportunities and provide value‑added recommendations.
- Assist in onboarding new clients and implementing efficient, client‑friendly accounting systems.
- Collaborate with internal team members and support junior staff as needed.
- Review and provide training to less senior bookkeepers to ensure accuracy and development.
- CPA
- 3–5 years of hands‑on experience in bookkeeping and tax preparation.
- Deep understanding of GAAP and current IRS tax laws.
- Strong client service and interpersonal communication skills.
- Proficiency with QuickBooks (QBO), tax software (e.g., CrossLink, Drake), CRM platforms (e.g., Zoho), and Microsoft Excel.
- Ability to work independently, manage deadlines, and prioritize a diverse workload.
- High standards of integrity, confidentiality, and professionalism.
- Be part of a firm that’s scaling quickly with clear growth opportunities.
- Learn from and collaborate with a CPA who brings over 30 years of experience.
- Competitive salary based on experience.
- PTO and holidays.
- Opportunities for continuing education and career advancement.
- Supportive and collaborative team environment.