- Location
- Philippines · published · Mexico · India
- Workplace
- Remote
- Type
- Full-time
- Department
- Finance
- Seniority
- Senior
- Source
- Workable
Description
Job description:
Work Arrangement: Fully Remote
Schedule: Monday–Friday, U.S. business hours
About the Company
We are a growing boutique accounting and advisory firm serving small and mid-sized businesses. Our services include bookkeeping and accounting, tax preparation and compliance, fractional CFO services, and M&A and financial advisory.
Our clients rely on us not only for accurate financial reporting and tax compliance, but also for timely insights that help them make better business decisions.
We are looking for an experienced accounting professional who is ready to take ownership of a portfolio of clients and grow into a key leadership role within the firm.
The Role
As a Senior Accountant – Client Accounting & Tax, you will manage day-to-day accounting and tax work for multiple clients while ensuring accuracy, timeliness, and excellent client service.
This role is ideal for someone who is highly organized, proactive, and comfortable working independently. You will also have the opportunity to mentor junior accounting staff, improve internal processes, and take on increasing leadership responsibilities as the firm grows.
What You'll Do
Client Accounting
- Manage bookkeeping and accounting activities for multiple client accounts.
- Perform monthly bank, credit card, and account reconciliations.
- Support month-end close processes and ensure financial records are accurate and complete.
- Prepare and review financial statements and general ledger activity.
- Identify and resolve accounting discrepancies and issues.
- Ensure high-quality and timely client deliverables.
Tax Preparation & Compliance
- Prepare and review individual and business tax returns.
- Assist with tax planning, compliance, and research.
- Gather and organize client tax information and supporting documentation.
- Address accounting and tax questions and support clients throughout tax season.
- Work closely with the CPA to ensure accurate and timely tax deliverables.
Client Management
- Manage multiple client engagements and deadlines simultaneously.
- Communicate professionally and proactively with clients.
- Follow up on outstanding information and resolve issues before they become problems.
- Serve as a reliable point of contact for day-to-day accounting questions.
Team Leadership & Process Improvement
- Review the work of junior accounting staff for accuracy and completeness.
- Mentor and support junior team members as the accounting team grows.
- Help develop and improve accounting workflows, documentation, and quality-control processes.
- Serve as a first point of escalation for accounting-related questions.
- Identify opportunities to improve efficiency, standardize processes, and reduce errors.