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