Senior Accountant – Client Accounting, Tax

This is a fully remote position, open to applicants in Philippines, +2 more countries.

📋 Description

• Oversee bookkeeping and accounting functions for various client accounts

• Conduct monthly reconciliations for bank accounts, credit cards, and other financial accounts

• Assist in month-end closing procedures to ensure complete and accurate financial records

• Prepare and analyze financial statements and activities in the general ledger

• Detect and resolve discrepancies and issues in accounting

• Ensure timely and high-quality deliverables for clients

• Prepare and assess individual and business tax returns

• Aid in tax planning, compliance, and research initiatives

• Collect and organize tax information and supporting documents from clients

• Address accounting and tax inquiries, providing support to clients during tax season

• Collaborate closely with the CPA on tax-related deliverables

• Manage multiple client engagements while adhering to deadlines

• Proactively communicate with clients and follow up on pending information

• Act as a primary contact for daily accounting inquiries

• Review, mentor, and provide support to junior accounting personnel

• Enhance accounting workflows, documentations, and quality control measures

• Serve as the initial escalation point for accounting-related queries

• Identify opportunities for efficiency improvements, standardize procedures, and minimize errors

⛳️ Requirements

• 5–7+ years of experience in public accounting or client accounting

• Proficiency in Drake Tax and TaxDome — mandatory

• Required experience with QuickBooks Online

• Strong foundational knowledge in bookkeeping and accounting

• Experience in preparing individual and/or business tax returns

• Ability to manage multiple clients and meet competing deadlines

• Exceptional attention to detail coupled with strong organizational abilities

• Proficient in written and spoken English

• Capacity to work independently with minimal oversight

• Strong sense of ownership, follow-through, and problem-solving capabilities

• CPA or CPA candidate status is preferred

• Experience with a U.S. CPA firm is preferred

• Preferred experience in supervising, mentoring, or managing remote accounting teams

• Experience in client-facing accounting and advisory roles is preferred

🏝️ Benefits

• Engage in direct communication with clients and manage client-related matters independently

• Salary and payments managed directly by the client

• Vacation time and holidays aligned with client business requirements and policies

• Opportunity to develop and lead a growing accounting team

• Exposure to bookkeeping, tax, fractional CFO, and M&A advisory services

• Collaborate directly with a seasoned CPA and former Wall Street finance expert

• Long-term career advancement and leadership prospects

• Make a meaningful contribution as the firm grows

• Participate in a Loom video application process with interview assistance