Accounting Advisor (CPA or EA)

Accounting Advisor (CPA or EA) Accounting Greenville , South Carolina Direct Hire Jul 27, 2026

We are working with a family friendly professional services firm who is on the search for an Accounting & Tax Senior to join their team. This is an opportunity to provide quality client service and deliver consistent client experience.

If you have a natural curiosity and willingness to serve clients and nurture relationships, this could be a great opportunity for you to make a direct impact on clients' personal and business financial growth!

* CPA or EA license required.

• Ensure timely, high quality client accounting service that meets or exceeds client and firm expectations.
• Participate in new client and prospect discovery meetings.
• Review monthly accounting for accounting clients, maintaining overall quality.
• Accurately prepare individual, corporate, partnership and non-profit tax returns for your bookkeeping clients andfor annual clients.
• Exemplify initiative in everything, actively seeking to learn and be proactive with clients and our team.
• Apply exceptional technical knowledge to review and preparation of accounting projects and tax returns.
• Manage integration of cloud-based accounting applications to ensure an ideal system for clients with a seamless user experience.
• Perform reviews on clients to assess client profitability, service failures, and overall client position.
• Communicate proactively with clients on tax and business planning and document accordingly.
• Analyze and respond to notices and exams.
• Provide leadership, coaching, and mentoring of Accountants.
• Adhere to firm processes and procedures including knowledge of the firm's policy on privacy and the CPA-client confidentiality privilege under Internal Revenue Code section 7525.
• Know and follow the Code of Professional Conduct of the AICPA (including the Statements on Standards for Accounting and Review Services), and Treasury Department Circular 230.
• Perform several tasks concurrently with ease and professionalism.
• Maintain chart of accounts, general ledger, payroll, and cash management.
• Create well written work documents such as letters, correspondence, and memos in a clear, concise, and well documented manner, including referencing.
• Ensure clean integration of client accounting technologies such as Quick Books Online
• Communicate with Client Service Team about emerging client accounting needs.
• Most work is performed in an office setting. Some travel and networking will be required.
• Handle other tasks and projects as assigned

• Bachelors level degree in Accounting, Finance, or related field.
• CPA or Enrolled Agent license required.
• Three years of experience in accounting.
• Ability to handle income and sales tax preparation and related exams with no supervision.
• Must be driven, take ownership and initiative, and possess strong leadership skills.
• Must work well in a team, and be empathetic and solution focused.
• Exceptional analytical and problem-solving abilities and excellent attention to detail.
• Experience in payroll processing, regulations, and tax implications.
• Proficient in Quick Books Desktop, Quick Books Online
• Must have strong oral and written communication, interpersonal, supervisory, and organizational skills.
• Strong technical skills and knowledge of complex accounting and tax standards across multi-states and various client entity types including non-profit, corporate, and individual.
• Must be process driven and understand complex operating policies, procedures, and make routine recommendations for improvement.
• Results driven with emphasis on quality and service that consistently meets or exceeds client expectations.