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
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Maintain and reconcile general ledgers and client books using QuickBooks Online.
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Prepare monthly and year-end financial statements, adjusting journal entries, and trial balances.
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Prepare federal and state income tax returns for individuals, partnerships, corporations, and LLCs.
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Proactively communicate with clients to explain financial reports, tax filings, and compliance requirements.
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Translate complex accounting and tax concepts into clear, actionable advice for clients.
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Identify tax-saving opportunities and provide value-added recommendations.
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Assist in onboarding new clients and implementing efficient, client-friendly accounting systems.
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Collaborate with internal team members and support junior staff as needed.
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Review and provide training to less senior bookkeepers to ensure accuracy and development.
Qualifications
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Bachelor’s degree in Accounting or a related field, CPA or EA preferred.
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3-5 years of hands-on experience in bookkeeping and tax preparation.
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Deep understanding of GAAP and current IRS tax laws.
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Strong client service and interpersonal communication skills.
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Proficiency with QuickBooks (QBO), tax software (e.g., CrossLink, Drake), CRM platforms (e.g., Zoho), and Microsoft Excel.
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Ability to work independently, manage deadlines, and prioritize a diverse workload.
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High standards of integrity, confidentiality, and professionalism.
Why Join Us
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Be part of a firm that’s scaling quickly with clear growth opportunities.
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Learn from and collaborate with a CPA who brings over 30 years of experience.
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Competitive salary based on experience.
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PTO and holidays.
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Opportunities for continuing education and career advancement.
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Supportive and collaborative team environment.
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