Experience: Senior Level
Salary: $80,000 - $100,000 per year
Job Details
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The Senior Accountant will play a key role in managing monthly accounting functions, preparing and reviewing financial statements, and supporting tax planning and compliance activities for multiple clients. This individual will partner closely with business owners and internal team members to deliver accurate, timely, and proactive financial guidance.
Key Responsibilities
Manage full-cycle accounting for a portfolio of clients, including general ledger maintenance, reconciliations, and financial reporting.
Prepare and review monthly, quarterly, and annual financial statements; ensure accuracy and GAAP compliance.
Oversee outsourced accounting engagements - guiding junior staff on bookkeeping, payroll, and closing activities.
Support client tax preparation, projections, and year-end planning in collaboration with senior leadership.
Provide insights on cash flow, budgeting, and cost control tailored to professional service clients.
Assist in process improvements and system optimizations, particularly within QuickBooks and integrated cloud-based accounting tools.
Maintain strong client relationships through responsive communication and proactive financial consultation.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA-track preferred.
4–7+ years of progressive accounting experience within public accounting or outsourced accounting environments.
Strong understanding of GAAP, tax principles, and small-business accounting best practices.
Proficiency in QuickBooks Online and Microsoft Excel; experience with cloud-based accounting solutions preferred.
Excellent communication, analytical, and client service skills - comfortable interacting directly with business owners and medical professionals.
Experience supporting professional service clients is a plus.
A bit about us:
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Our client is a trusted full-service accounting firm providing outsourced accounting, tax reduction planning, and QuickBooks consulting to small and mid-sized professional practices. Their mission is to simplify financial operations so clients can focus on business growth.
They offer a collaborative, client-first culture built on integrity, technical excellence, and work-life balance.
Why join us?
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Mission-driven firm that values relationships and professional integrity.
Opportunity to manage diverse clients across healthcare and service-based industries.
Competitive pay and a supportive leadership team.
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