Senior Accounting Associate

Dallas CPA Firm; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K Retirement benefits

Paid holidays and vacation/sick leave

Competitive compensation

Job summary

Dallas CPA Firm seeks a Senior Accounting Associate to lead engagements, manage teams of 1–5 staff, and serve as the primary contact with client leadership.

The role requires strong communication, knowledge of accounting principles, and proficiency with QuickBooks and ERP systems; occasional travel and in-office/remote work options.

Advancement potential and close collaboration with senior management in a rapidly growing firm.

Qualifications

• Bachelor’s Degree in Accounting, Finance or related field.
• Minimum 5 years of accounting experience; 2+ years client-facing.
• Proven ability to be the primary client contact with leadership.
• Strong knowledge of accounting principles and standards.
• 5+ years QuickBooks experience (Desktop & Online); ERP experience a plus.
• Proficient in Microsoft Office.

Responsibilities

• Lead and manage staff on accounting engagements with teams of up to 5.
• Serve as primary client contact and ensure needs are met with timely, accurate financial solutions.
• Oversee and review staff work, ensuring proper application of accounting principles.
• Coordinate and execute engagements from start to finish, meeting deadlines.
• Provide hands-on support while guiding the team through complex tasks.
• Maintain strong internal communication across colleagues, managers and partners.
• Recommend process improvements to boost efficiency and client satisfaction.
• Occasional travel for in-person meetings or client engagements.

Skills

Leadership

Communication

Client facing

Time management

Team management

Education

Bachelor’s Degree in Accounting, Finance or related field

Tools

QuickBooks (Desktop & Online)

ERP systems

Microsoft Office

Job description

Senior Accounting Associate – Full Time

About the Role

The Senior Accounting Associate will serve as the lead senior associate on engagements, managing teams of 1 to 5 staff, some of whom may be remote. This individual will be the primary point of contact with client leadership and will be responsible for leading staff on priority engagements with complex financial operations. This role requires proactive leadership, excellent written and verbal communication skills, and the ability to meet deadlines consistently. This position offers an exciting opportunity for individuals to work closely with senior management and take ownership of leading a team within a rapidly growing firm. With demonstrated success in the role, there is significant potential for advancement.

Responsibilities include, but are not limited to:

• Lead and manage staff on accounting engagements with teams of up to 5 staff, both in-office and remote.
• Serve as the primary contact with clients, ensuring their needs are met with timely and accurate financial solutions.
• Oversee and review the work of staff, ensuring the application of accounting principles and compliance with relevant standards.
• Manage, coordinate, and execute engagements from start to finish, ensuring all deadlines are met.
• Provide hands‑on support with client work while leading the team through complex accounting tasks and deliverables.
• Maintain strong internal communication with colleagues, managers, directors and partners to ensure a seamless workflow.
• Recommend process improvements to enhance team efficiency and client satisfaction.
• Travel occasionally for in‑person meetings or specific client engagements as required.

Requirements

• Bachelor’s Degree in Accounting, Finance or related field (required).
• Minimum of 5 years of accounting experience, with at least 2 years of client-facing or similar work. Experience leading or managing a team of staff members on client engagements strongly preferred.
• Proven ability to be the primary client contact, working directly with client leadership on financial matters.
• Exceptional knowledge and application of accounting principles and theory, with the ability to oversee complex engagements.
• Minimum 5 years’ experience in QuickBooks (Desktop & Online) is required. QuickBooks Online ProAdvisor, preferred. Experience with multiple ERPs is a plus.
• Experience with Microsoft suite of software.
• Willingness to travel occasionally for client meetings or engagements.
• Exceptional organizational skills and the ability to manage competing priorities under tight deadlines.
• Proactive self-starter capable of working independently and leading others with minimal supervision.
• Excellent communication skills, both written and verbal, with the ability to convey complex financial information to clients and team members confidently and concisely.
• QuickBooks and accounting assessments prior to hiring.

Benefits

• Medical, Dental, Vision
• Paid holidays and vacation/sick leave
• Retirement benefits – 401K
• Competitive compensation, commensurate with experience