Remote Senior Accountant, CPA/EA

Accountingfly; United States; Remote; USD 85,000 - 95,000; Full time

Job summary

An established industry player is seeking a dedicated CPA with a strong background in public accounting for a fully remote role. This position offers the opportunity to lead a portfolio of clients, ensuring exceptional service and tailored financial solutions. You will manage client relationships, prepare accurate financial statements, and collaborate with a team of accountants. Enjoy a competitive salary, flexible work schedule, and a focus on work/life balance. Join a progressive firm that values innovation and teamwork, where your expertise will drive success and client satisfaction.

Benefits

Fully remote role – no commute!

Focus on work/life balance and flexibility

Health and dental benefits

Retirement plan with employer match

Generous PTO

Paid holidays

Cafeteria plan

Potential for variable compensation based on portfolio revenue

Qualifications

• Minimum of 5 years of experience in public accounting, preferably within a CPA firm.
• Self-starter who is effective with minimal direction.
• Ability to manage multiple clients across varied industries.

Responsibilities

• Primary point of contact for a designated portfolio of clients, ensuring exceptional service.
• Prepare error-free financial statements and accounting reports for client use.
• Manage relationships with staff accountants, fostering a collaborative team environment.

Skills

CPA or EA

Strong communication skills

QuickBooks Desktop

QuickBooks Online

Problem-solving abilities

Ability to manage multiple clients

Team collaboration

Education

Bachelor’s Degree in Accounting or Finance

Tools

QuickBooks Desktop

QuickBooks Online

Xero

Thomson Reuters

ShareFile

Google Docs

Slack

UltraTax

Karbon

ADP

Excel

Outlook

Job description

Job Type:
*Must have CPA firm experience
Full time, W2
Location: REMOTE within the US
Compensation: $85,000- $95,000 DOE

Benefits:

• Fully remote role – no commute!
• Focus on work/life balance and flexibility
• 40 hours a week year round
• A fast-growing, progressive firm
• Competitive salary
• Health and dental benefits
• Retirement plan with employer match
• Flexible work schedule
• Generous PTO
• Paid holidays
• Cafeteria plan
• Potential for variable compensation based on portfolio revenue

Responsibilities:

• 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

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