Senior Tax Accountant & Small Business Advisor

Moon Advisory is a modern tax, accounting, and advisory firm serving entrepreneurs and small businesses. The firm helps business owners understand their financial position, make informed decisions, and grow with confidence—not simply prepare tax returns and reconcile accounts.

Moon Advisory combines a relationship-driven culture with a rigorous commitment to quality and client service. The firm attributes its client retention rate of more than 98 percent to consistent value, practical education, clear communication, and genuine investment in each client's success.

The Senior Tax Accountant & Small Business Advisor serves as a senior technical reviewer and trusted advisor to individuals and small to mid-sized businesses. The position’s primary accounting responsibility is to review bookkeeping and tax-preparation work completed by other team members—not to function as the day-to-day bookkeeper. The successful candidate must identify errors, issue clear correction instructions, return deficient work to the preparer, and verify resolution before financial statements, tax returns, or related deliverables are released.

The role also interprets financial results and converts accurate accounting information into practical client advice.

• Prepare and review complex individual income tax returns, including Form 1040 with Schedules C and E, as well as business returns for partnerships, C corporations, S corporations, trusts, and estates.
• Perform a detailed technical review of individual and business tax returns and supporting work papers prepared by tax preparers. Confirm accuracy, completeness, consistency with source documents, and compliance with applicable federal, state, and local requirements.
• Evaluate client source documents, identify missing information, prepare organized work papers, assess results for reasonableness, and communicate outcomes clearly.
• Develop proactive tax-planning strategies and calculate quarterly estimated tax payments to support compliance and minimize lawful tax liabilities.
• Explain tax balances, refunds, tax-saving opportunities, and the effect of business activity on each client’s individual tax position.
• Research complex federal, state, and local tax matters and document conclusions for client files.
• Represent clients before the Internal Revenue Service and state taxing authorities in connection with notices, audits, and inquiries, as authorized.

• Review full-cycle bookkeeping completed by assigned bookkeepers for a portfolio of small-business clients. The work reviewed includes accounts payable, accounts receivable, bank and credit card reconciliations, payroll, sales tax filings, Form 1099 reporting, and general ledger maintenance.
• Examine the general ledger, reconciliations, financial statements, and supporting documentation to identify misclassifications, unreconciled differences, duplicate or missing transactions, unsupported entries, unusual balances, cutoff issues, and other departures from established accounting procedures.
• Evaluate month-end, quarter-end, and year-end close work for completeness and accuracy, including account reconciliations, adjusting journal entries, and the readiness of the books for financial reporting and tax preparation.
• Prepare clear, specific review notes that identify what is incorrect, explain the required treatment, and direct the responsible bookkeeper to make the necessary changes within the established timeline.
• Follow up on review comments and verify that corrections are accurate and complete before approving the work for client delivery, management reporting, or tax preparation.
• Provide constructive…