Senior Accountant

Jordan CPA Services; United States; A distancia; USD 75.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid holidays

PTO

Medical/dental/vision insurance

Life insurance

Disability insurance

401(k)

Professional development

Descripción de la vacante

Jordan CPA Services is a fully remote, U.S.-based accounting firm serving small businesses and nonprofits. We’re looking for an experienced CAS accountant who understands small-business accounting, builds strong client relationships, and solves practical accounting problems.

You’ll own client books, review financials, and handle cash and accrual accounting with direct client communication. You’ll work across diverse clients, with autonomy and a collaborative team that supports growth and

Formación

• Approximately 5+ years of hands-on accounting experience; quality over exact years.
• Experience with small-business accounting across multiple clients in public accounting, outsourced accounting, or CAS.
• Strong understanding of cash and accrual accounting, reconciliations, journal entries, balance sheets, and P&L.
• Experience reviewing existing books, identifying errors, and completing accounting cleanup or catch-up work.
• Confidence working directly with clients and explaining accounting clearly without unnecessary jargon.
• Strong judgment and problem-solving skills. You don’t need to know everything, but you should know how to recognize an issue, ask the right questions, and figure out the next step.
• Ability to work independently in a remote environment while knowing when to involve the team.
• Organized, dependable, responsive, and comfortable managing multiple clients and priorities.

Responsabilidades

• Review client books and financials, identify issues, and determine corrections.
• Handle cash and basic accrual accounting, including reconciliations and journal entries.
• Evaluate new client books and identify cleanup or setup work needed.
• Complete accounting cleanups, catch-ups, and client onboarding projects.
• Review balance sheets and P&L statements for accuracy and resolve discrepancies.
• Work directly with clients to gather information, answer questions, and explain financials.
• Help clients establish practical accounting processes and workflows.
• Collaborate across client systems and troubleshoot common accounting and software issues.
• Manage your work independently, meet deadlines, and ensure projects finish smoothly.
• Coordinate with accounting team and firm leadership when questions or unusual situations arise.

Conocimientos

5+ years accounting

Small business accounting

Cash & accrual accounting

Client communication

Problem solving

Independent remote work

Organization

Herramientas

Bill.com

ProConnect

Hubdoc

Gusto

Karbon

Descripción del empleo

(Remote - U.S. Based)

Jordan CPA Services

Who We Are

At Jordan CPA Services, we help small businesses and nonprofits understand their numbers, strengthen their financial operations, and make confident decisions.

We’re a fully remote, collaborative firm that combines the personal relationships of a boutique practice with modern tools and a smarter way of working. Our team does great work, takes ownership, supports one another, and is always looking for ways to improve.

Just as importantly, we believe a career in accounting shouldn’t sacrifice your life outside of work. We value flexibility, professional growth, meaningful client relationships, and doing excellent work without the long hours and traditional busy-season grind.

The Opportunity

We’re looking for an experienced Client Accounting Services (CAS) accountant who understands small-business accounting, enjoys building strong client relationships, and loves solving practical accounting problems.

You’ll work with a variety of clients, generally ranging from $1M–$10M in revenue, and take full ownership of their accounting needs. Your work will range from ongoing accounting and new client onboarding to cleanups, catch-ups, and special projects. You’ll review books, identify and resolve issues, handle cash and accrual accounting, improve accounting processes, and communicate directly with clients along the way.

This is a hands‑on role with plenty of variety and autonomy. We’re looking for someone with strong accounting fundamentals and good judgment who can recognize when something doesn’t look right, figure out what needs to happen next, and confidently move the work forward. You’ll have the independence to own your work while being part of a collaborative team that’s there when you need them.

What You’ll Do

• Review small‑business books and financials, identify accounting issues or inconsistencies, and determine what needs to be corrected
• Handle cash and basic accrual accounting, including reconciliations, adjusting journal entries, payroll accruals, fixed assets, loans, prepaids, and other common small‑business transactions
• Evaluate new client books and help identify cleanup, catch‑up, or setup work needed
• Complete accounting cleanups, catch‑ups, QuickBooks Online conversions, and new client setup projects
• Review balance sheets and profit and loss statements for accuracy and resolve issues before financials are delivered to clients
• Work directly with clients to gather information, answer accounting questions, explain issues, and help them understand their financials
• Help clients establish practical accounting processes and workflows
• Work comfortably across different client systems and troubleshoot common accounting, payroll, payment, and software integration issues
• Manage your work independently, meet deadlines, communicate proactively, and make sure projects cross the finish line
• Collaborate with the accounting team and firm leadership when questions or unusual situations arise

What You Bring

• Approximately 5+ years of hands‑on accounting experience; we’re more interested in the quality and breadth of your experience than an exact number of years
• Experience working with small‑business accounting, ideally across multiple clients in a public accounting, outsourced accounting, or Client Accounting Services (CAS) environment
• Strong understanding of cash and accrual accounting, reconciliations, journal entries, balance sheets, and profit and loss statements
• Experience reviewing existing books, identifying errors, and completing accounting cleanup or catch‑up work
• Confidence working directly with clients and explaining accounting clearly without unnecessary jargon
• Strong judgment and problem‑solving skills. You don’t need to know everything, but you should know how to recognize an issue, ask the right questions, and figure out the next step
• Ability to work independently in a remote environment while knowing when to involve the team
• Organized, dependable, responsive, and comfortable managing multiple clients and priorities

Preferred, But Not Required

• Experience with new client accounting setup and onboarding
• Experience with payroll accounting and troubleshooting
• Experience with sales tax filings
• Prefer some familiarity with Bill.com, ProConnect, Hubdoc, Gusto, Karbon or similar cloud‑based accounting and workflow tools
• Experience working with nonprofits
• Practical familiarity with the accounting information tax preparers need from small‑business clients

Why You’ll Love Working Here

• Remote‑first flexibility: Work anywhere in the U.S., with core hours of 9–3 CT
• No traditional busy‑season grind: We value excellent work without expecting excessive hours or tax‑season overtime
• Interesting variety: Work with different small businesses, accounting situations, and projects rather than doing the same thing every day
• Direct client relationships: Build relationships with business owners and help them understand their accounting
• Coaching & mentorship culture: We don’t just fix mistakes; we help people grow
• Quarterly one‑on‑ones: Personalized development goals and progress check‑ins
• Collaborative EOS structure: You’ll have a voice in how we work and improve
• Professional development support: Training, continuing education, and CPA assistance
• Thoughtful workload: We respect personal time and believe great accounting work doesn’t require sacrificing work‑life balance

Our Core Values

We hire for values as much as skills and live by:

Transparency: Being proactively candid

Humility: Not thinking less of yourself, but thinking of yourself less

Excellence: Fast, accurate, consistent, and timely

Ownership: Taking responsibility and ensuring work crosses the finish line

Growth: Personal and professional growth, every quarter

Additional Information

• Employment Type: Full‑time, W‑2
• Location: Fully remote within the U.S.
• Compensation: $75,000‑$90,000, commensurate with experience
• Benefits: Paid holidays, PTO, medical/dental/vision, life insurance, disability insurance, 401(k), and professional development support

If you’re an experienced accountant who enjoys working with small businesses, likes solving practical accounting problems, and wants meaningful client work without the traditional public accounting grind, we’d love to hear from you.