Senior Accountant, CPA

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the financial operations of clients, which encompass taxation, accounting, bookkeeping, and payroll management.

• Ensure adherence to US taxation laws and regulations by timely filing tax returns and making payments.

• Spearhead tax planning and advisory services for designated clients.

• Collaborate with sales and business development teams on proposals, pitches, client meetings, and identifying new client opportunities.

• Manage accounts receivable and accounts payable processes, including invoicing, collections, payments, and reconciliation.

• Keep up-to-date financial records and documentation using accounting software like QuickBooks.

• Analyze financial data and trends to offer insights for improving financial performance and operational efficiency.

• Promote interdepartmental collaboration to ensure financial strategies are aligned with business initiatives.

• Mentor junior accounting personnel.

• Facilitate client onboarding and ensure compliance with established protocols.

• Contribute to efforts aimed at client acquisition and retention.

• Organize and maintain both digital and physical financial records.

• Participate in external audits and supply necessary documentation.

• Prepare year-end audit schedules and support the overall audit process.

• Assist in documenting, designing, and testing financial processes and procedures.

• Help automate systems and spreadsheets to enhance the efficiency of accounting functions.

⛳️ Requirements

• Bachelor's Degree in Accounting, Finance, Business Administration, Economics, or a related field.

• CPA license or Enrolled Agent (EA) credential is essential.

• A minimum of 5 years of professional experience in accounting and tax, particularly in tax planning and advisory.

• Experience in public accounting is preferred.

• Proven experience in advising clients on tax strategy and planning beyond mere compliance and preparation is highly advantageous.

• Demonstrated experience or enthusiasm for client acquisition and business development, including originating new engagements, leading proposals and pitches, or expanding existing client relationships.

• A strategic, growth-focused mindset with a genuine interest in long-term career growth; high performers may progress into leadership roles over time.

• Ability to establish trusted relationships with clients and referral partners.

• Knowledge of international tax is a significant plus.

• Excellent verbal and written communication abilities, including confidence in client presentations.

• Proficiency in Microsoft Word, Excel, and Outlook.

• Familiarity with QuickBooks and/or other accounting software.

• Experience with UltraTax and/or other tax preparation software.

• Dependable, self-motivated, and detail-oriented, with a focus on achieving results.

• A positive team player and quick learner who easily grasps new concepts.

🏝️ Benefits

• Competitive salary determined by experience, along with performance-based bonuses.

• Medical, dental, and vision insurance.

• Life insurance coverage.

• 401K plan with company matching.

• A fantastic international work environment.

• Exceptional ongoing training opportunities.

• Paid vacation and holidays.

• Opportunities for professional growth.