Senior Staff Accountant

Your Other Half; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental, vision, and retirement

CPA exam support and CPE facilitation

Biannual performance reviews + bonuses

Job summary

Your Other Half LLC in New York is seeking a Senior Accountant to focus on tax preparation, client advisory, and outsourced accounting services for a diverse client base.

The ideal candidate is detail-oriented, proactive, and able to manage multiple engagements with high accuracy and client service. This role requires strong accounting knowledge and ability to work independently within a collaborative team.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 5+ years in public accounting, tax preparation, or outsourced accounting.
• Strong technical accounting and tax knowledge.
• Advanced Excel and accounting software proficiency.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, and C corporations.
• Manage estimated tax calculations, extensions, and year-end projections.
• Research tax issues and client inquiries; prepare tax workpapers.
• Oversee client bookkeeping and monthly accounting processes.
• Prepare and analyze monthly, quarterly, and year-end financial statements.
• Lead cleanup and catch-up bookkeeping engagements for transitions.
• Communicate with clients about tax and accounting reports.

Skills

Advanced Excel

Public accounting

Tax knowledge

Client service

Education

Bachelor's degree in Accounting

Tools

Accounting software

Job description

We are seeking an experienced and highly motivated Senior Accountant to join our public accounting firm, with a primary focus on tax preparation, client advisory support, and outsourced accounting services. This role provides direct exposure to a diverse client base, including high-net-worth individuals, small businesses, partnerships, and closely held entities.

The ideal candidate is detail-oriented, proactive, and capable of managing multiple client engagements simultaneously while maintaining a high standard of accuracy and client service. This position requires strong technical accounting knowledge, the ability to work independently, and a collaborative mindset in a fast-paced public accounting environment.

Key Responsibilities:

Tax Preparation & Compliance

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, and C corporations
• Manage quarterly estimated tax calculations, extensions, and year-end tax projections
• Research and resolve tax-related issues, notices, and client inquiries
• Prepare and review detailed tax workpapers, schedules, and supporting documentation
• Support tax planning initiatives and identify opportunities for tax savings and process improvements
• Stay informed on changes in federal, state, and local tax regulations
• Professionally, efficiently and successfully communicate with clients about tax returns, questions and issues
• Oversee client bookkeeping and monthly accounting processes, including reconciliations, journal entries, and general ledger review
• Prepare and analyze monthly, quarterly, and year-end financial statements
• Assist clients with financial reporting accuracy and operational accounting support
• Lead cleanup and catch-up bookkeeping engagements for clients transitioning accounting processes
• Identify discrepancies, accounting issues, and areas for process improvement
• Professionally, efficiently and successfully communicate with clients about accounting reports, questions and issues

Engagement & Firm Support

• Manage multiple client engagements and deadlines concurrently, particularly during busy season
• Collaborate with directors and partners on client deliverables and strategic initiatives
• Review work for accuracy and completeness on all work prior to submission
• Maintain organized electronic workpapers and documentation in accordance with firm standards
• Accurately track billable time and contribute to overall engagement efficiency
• Actively support process improvements and efficiencies across the work and team
• Positively contribute to a collaborative team environment

Qualifications

Required

• Bachelor’s degree in Accounting or a closely related field
• 5+ years of experience in public accounting, tax preparation, or outsourced accounting services
• Strong technical accounting and tax knowledge
• Advanced Excel skills and proficiency in accounting software platforms

Preferred

• Experience working within a CPA firm environment
• Exposure to NYC, NYS, and multi-state tax filings
• CPA license or active pursuit of CPA licensure
• Strong organizational and time-management skills
• Ability to prioritize and manage competing deadlines
• High attention to detail and analytical thinking skills
• Professional communication and strong client-service orientation
• Ability to work independently while collaborating effectively within a team
• High standards of confidentiality, professionalism, and accountability
• Health, dental, vision, and retirement benefits
• Clear advancement opportunities within the firm, including CPA exam support and CPE facilitation
• Annual performance reviews (inclusive of annual compensation evaluation) and bonuses based on performance paid twice per year