Remote Senior Accountant, CPA / EA

Accounting Fly; Kansas; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated CPA or EA certified professional to lead client relationships and deliver exceptional service. This role involves preparing detailed financial statements, conducting client meetings, and providing valuable tax insights tailored to individual needs. With a focus on collaboration, you will manage a diverse portfolio while leveraging advanced accounting tools. The ideal candidate thrives in a remote work environment, possesses strong communication skills, and excels in problem-solving. Join a dynamic team where your expertise will make a significant impact on clients' financial success.

Qualifications

• Minimum 5 years of experience in public accounting, preferably within a CPA firm.
• Self-starter who is effective with minimal supervision.

Responsibilities

• Serve as a leadership figure and primary contact for clients.
• Prepare error-free financial statements and accounting reports.

Skills

CPA or EA certification

Communication skills

Problem-solving skills

Ability to manage multiple clients

Experience in public accounting

Education

Bachelor’s Degree in Accounting or Finance

Tools

QuickBooks Desktop

QuickBooks Online

Xero

Thomson Reuters

Excel

Slack

Google Docs

UltraTax

Karbon

ADP

Job description

Responsibilities :

• Serve as a leadership figure; act as the 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.
• Manage workflow and schedules to ensure punctual client meetings and deliverables.

Qualifications :

• CPA or EA certification 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 remotely is preferred.
• Self-starter who is effective with minimal supervision.
• 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.
• Experience with tech stack tools including ShareFile, Google Docs, Slack, UltraTax, Karbon, ADP, Excel, and Outlook.

Other Desired Qualifications :

• Excellent verbal and written communication skills.
• Ability to multitask and prioritize effectively in a dynamic work environment.
• Strong critical thinking and problem-solving skills.
• Team player who fosters collaboration 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.