Senior Associate

Epicwayz LLC; Plano (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Epicwayz Advisors seeks a Senior Associate to manage bookkeeping for a portfolio of client accounts in a hybrid Plano role. You’ll handle month-end close, budgeting, and client communication, supporting tax season with our offshore team when needed.

You will work 2–3 days per week in the Plano office and the rest remotely, collaborating with a CPA leadership team to deliver accurate, timely financials across diverse industries.

Qualifications

• 2–5 years of public accounting experience; consulting or professional services is a plus.
• Comfortable moving between detailed accounting/tax work and higher level budgeting or analysis.
• Experience preparing individual or business tax returns, or eager to develop this skill.
• Able to manage multiple books across clients with minimal supervision.
• Strong knowledge of month end close, reconciliations, and basic financial statement prep.
• Proficient in Drake/QuickBooks Online or similar accounting software.

Responsibilities

• Bookkeeping and month end close for multiple client accounts.
• Quality review of work, identify discrepancies before statements reach clients.
• Provide client support with questions about financial statements and numbers.
• Assist with budgeting, forecasting, and variance analysis.
• Prepare monthly reporting packages for client review.
• Support tax season handoff and assist with tax returns as needed.
• Identify opportunities to streamline recurring workflows and onboarding of new clients.

Skills

Bookkeeping

Month end close

Budgeting

Tax preparation

Client communication

Multi-client management

Attention to detail

Education

Bachelor's degree in accounting

Tools

Drake

QuickBooks Online

Job description

Senior Associate

About Epicwayz Advisors

Epicwayz Advisors is a boutique, CPA led fractional CFO and advisory firm serving small and middle market companies, with CFO Advisory, bookkeeping and tax services as a core part of how we support clients. We do not believe in producing reports for the sake of producing reports. We believe in giving business owners clean, accurate numbers they can actually trust and use to make decisions.Our founder brings close to twenty years of corporate finance experience across Big Four, consumer products, and private equity backed distribution companies, and built this firm to bring that same level of rigor directly to founders and owners who do not have a full finance department on staff.We are growing quickly, and this role is designed for someone who wants to grow with us.This is a boutique firm growing fast, which means your role will not stay fixed in one lane. Alongside bookkeeping and close work, you will also prepare and file tax returns during tax season. You should not need a fixed job description to feel comfortable, and should be ready to wear whatever hat the day requires as the firm grows.

What this is not

This is not a single company, back office bookkeeping role where you touch the same set of books every month with no other exposure. You will manage a portfolio of clients across different industries. This is not a role where you sit quietly entering data. You will be expected to notice when something looks wrong and raise it before it becomes a client issue. This is not a fully remote role. If you need to work from home five days a week with no in person collaboration, do not apply.

What you will do

Bookkeeping and month end close

• Manage full cycle bookkeeping for multiple client accounts
• Complete month end close processes, including reconciliations and journal entries
• Ensure accuracy and timeliness of financial statements across all assigned clients

Quality review and process support

• Review bookkeeping work prepared by junior staff or our extended delivery team
• Identify and correct discrepancies before financial statements reach clients
• Help standardize templates, checklists, and monthly close procedures across the client roster

Client support

• Respond to client questions about their financial statements and monthly numbers
• Support tax season handoff by making sure clean, accurate books are ready ahead of preparation
• Build trust directly with client contacts through clear, timely communication

Budgeting, analysis, and client reporting

• Support monthly CFO check ins for assigned clients alongside the lead advisor
• Assist with budgeting, forecasting, and variance analysis
• Prepare monthly reporting packages for client review

Tax preparation

• Prepare and file individual and business tax returns during tax season
• Ensure books are clean and reconciled ahead of filing deadlines
• Work directly with our offshore tax team on overflow returns during peak season

Process improvement

• Identify opportunities to streamline recurring bookkeeping workflows
• Support new clients as they transition onto the firm's systems and chart of accounts

Why this opportunity stands out

This is not one employer's books, repeated every month. You will see a range of industries and business models, which builds a breadth of experience a single company bookkeeping role cannot offer.

• You will own your own portfolio of clients rather than being one of many people on a single account
• You will work closely with a CPA who has sat inside Big Four, corporate, and private equity backed companies, and absorb that thinking directly
• There is a clear path toward a senior accounting or controller function as the firm and your portfolio grow

Who you are

• You likely have 2 to 5 years of public accounting experience; experience at a professional services or consulting firm is a strong plus
• You are comfortable moving between detailed accounting/tax work and higher level budgeting or analysis conversations with clients
• You have experience preparing individual or business tax returns, or are eager to build that skill
• You are comfortable managing multiple sets of books at once
• You have strong knowledge of month end close, reconciliations, and basic financial statement preparation
• You are proficient in Drake/QuickBooks Online or similar accounting software
• You are detail oriented, organized, and comfortable working with minimal oversight once trained

Growth path

This role is intentionally structured to grow with you. Over time, this position is meant to develop into a Director accounting or Controller function as the firm and its client base expand.

Key role details

This is a W2 role, hybrid, 2 to 3 days a week in our Plano office, with the rest remote. Candidates must be based in the Dallas Fort Worth area and fully authorized to work without sponsorship. No agencies or staffing firms, please.