Senior Staff Accountant

We’re looking for a Senior Staff Accountant to join our growing team.

This role is ideal for someone who enjoys both accounting and tax, loves digging into the details, and is excited to continue developing their technical expertise.

This position serves as the bridge between our accounting and tax functions. You’ll continue owning many of the accounting responsibilities you’ve already mastered while beginning to support tax preparation, tax projections, and tax planning initiatives alongside our CPAs.

You’ll work closely with our bookkeeping team, Staff Accountants, and CPAs to ensure our clients receive accurate financial reporting throughout the year while also supporting our tax processes behind the scenes.

If you’ve reached the point where month-end close and financial statement preparation feel comfortable and you’re ready to expand your skillset into tax, we’d love to meet you.

While your tasks will vary day to day, we have built-in, recurring deadlines that will need to be met . We keep routine, but avoid the mundane. You’ll play an important role on both our accounting and tax teams. You’ll review financial reporting, help solve accounting issues, support and mentor Staff Accountants, and assist with tax preparation, tax projections, and year-end planning projects.

This role is a great fit for someone who has a strong accounting foundation and is ready to continue growing their tax knowledge and technical skills.

• Review bookkeeping completed by the bookkeeping team
• Review account reconciliations and supporting work papers
• Prepare and post adjusting journal entries
• Complete monthly and year-end close procedures
• Maintain balance sheet schedules and supporting documentation
• Prepare monthly financial statements and supporting reports
• Draft financial performance notes and commentary for clients
• Identify accounting issues and recommend solutions internally
• Assist with bookkeeping cleanup and catch-up projects as needed
• Ensure client files are complete, organized, and audit-ready
• Support and mentor Staff Accountants as they continue developing their technical skills

• Review payroll-related journal entries and account reconciliations
• Troubleshoot payroll accounting issues and payroll system integrations
• Assist with payroll setup and implementation projects
• Review payroll notices and assist with issue resolution
• Prepare and review sales tax returns
• Research and troubleshoot sales tax issues as they arise
• Assist with multi-state payroll and sales tax compliance projects

• Gather and organize tax documents from clients
• Prepare annual tax work papers and supporting documentation
• Assist with tax return data entry and tax return assembly
• Reconcile tax return information to supporting documentation
• Prepare information needed for business and individual tax returns
• Support CPAs during tax season by ensuring returns are complete and organized for final preparation and review
• Prepare quarterly and annual tax projections
• Assist with year-end tax planning initiatives
• Identify potential tax-saving opportunities and planning considerations for CPA review

• Troubleshoot accounting software and integrations
• Work with platforms such as Xero, Quick Books Online, Gusto, Hubdoc, Shopify, Stripe, Square, Zapier, and other cloud-based applications
• Identify opportunities to improve processes and efficiencies across client accounts
• Assist with implementation of new technology and workflow improvements

• Bachelor’s degree in Accounting or related field preferred
• 3+ years of accounting experience
• Experience working in a public accounting, bookkeeping, CAS, or tax firm environment strongly preferred
• Experience reviewing bookkeeping and…