Remote Senior Accountant, CPA/EA

Join a fast-growing, progressive firm as a Remote Senior Accountant. This fully remote role focuses on work/life balance and flexibility, requiring CPA firm experience.

Responsibilities include:

• Leadership role; primary point of contact for a designated portfolio of clients, ensuring their needs are met with exceptional service.
• Conduct regular meetings to review financial statements and create customized tax projections tailored to each client’s unique circumstances.
• Review and explain business and personal tax returns with clients, providing insights and guidance.
• Independently prepare error-free financial statements and accounting reports for client use.
• Manage relationships with staff accountants, fostering a collaborative team environment.
• Review the work of staff accountants for accuracy, providing training and guidance on necessary corrections.
• File sales tax returns for applicable clients.
• Analyze and resolve issues effectively, identifying problems and outlining actionable next steps.
• Effectively manage workflow and schedule to ensure punctual client meetings and deliverables.

Qualifications:

• CPA or EA required
• Bachelor’s Degree in Accounting or Finance.
• Minimum of 5 years of experience in public accounting, preferably within a CPA firm.
• Ability to manage multiple clients across varied industries simultaneously.
• Prior experience working in a remote environment is preferred.
• Self-starter who is effective with minimal direction.
• Strong communication and presentation skills, with the ability to clearly explain complex financial information.
• Proficient in QuickBooks Desktop and QuickBooks Online; familiarity with Xero and Thomson Reuters is a plus.
• Experienced with tech stack tools including ShareFile, Google Docs, Slack, UltraTax, Karbon, ADP, Excel, and Outlook.

Other Desired Qualifications:

• Excellent communication skills, both verbal and written.
• Ability to multitask and prioritize effectively in a dynamic work environment.
• Strong critical thinking and problem-solving abilities.
• Team player who fosters collaboration and support within the team.
• Understanding of accounts receivable (A/R) and accounts payable (A/P) functions in relevant software.
• Experience in corporate and personal tax preparation is a plus.
• Familiarity with processing sales tax returns.
• A dedicated home office workspace conducive to remote work.