Senior Accountant

Herbert Financial Group | Monrovia, CA | Full-Time | On-Site

Herbert Financial Group is a premier accounting, tax, and financial advisory firm serving entrepreneurs, business owners, and high‑net‑worth clients across the country. Led by CEO Tania Herbert, MBA, we are known for delivering sophisticated tax strategy, business structuring, and full-service accounting solutions that move the needle for our clients. As we continue to scale, we are expanding our accounting team with a seasoned professional who shares our commitment to excellence, integrity, and client impact.

We are seeking a Senior Accountant / CPA with a true concentration in accounting — not tax — to lead and elevate the accounting side of our practice. This is not a back‑office role. You will be a trusted partner to our clients, a leader on our team, and a key contributor to the continued growth of one of the most respected firms in the region.

If you are a numbers‑driven professional who takes pride in clean books, airtight financials, and turning data into strategy, we want to meet you.

• Own and manage the full-cycle accounting function for a portfolio of business clients
• Prepare, review, and analyze financial statements (P&L, balance sheet, cash flow) with precision and insight
• Lead month‑end and year‑end close processes, reconciliations, and adjusting journal entries
• Oversee general ledger integrity, chart of accounts structure, and internal controls
• Provide strategic financial reporting and KPI analysis to support client decision‑making
• Supervise, mentor, and review the work of staff accountants and bookkeepers
• Collaborate with our tax and advisory teams to ensure seamless client service
• Identify process improvements and implement best practices across the accounting function
• Maintain compliance with GAAP and current accounting standards

• Minimum 5 years of progressive accounting experience (public accounting or multi‑client firm experience strongly preferred)
• Active CPA license in good standing strongly preferred; license number required at offer stage
• Bachelor’s degree in Accounting, Finance, or related field (Master’s a plus)
• Deep expertise in accounting — financial reporting, GAAP, reconciliations, and close management
• Proficiency in Quick Books Online, Quick Books Desktop, and Excel (advanced)
• Experience with Tax Dome, Karbon, or similar practice management platforms a plus
• Exceptional attention to detail, organizational skills, and ownership mindset
• Strong written and verbal communication skills — you can explain numbers to non‑finance clients with confidence and clarity
• Proven ability to manage multiple clients and deadlines without compromising quality
• Bilingual English/Spanish is a plus

• Work directly with a CEO and leadership team that invests in your growth
• Sophisticated, high‑caliber client base — no boring books here
• Defined path for advancement into senior leadership and partnership‑track roles
• Collaborative, professional, and growth‑oriented team culture
• Competitive compensation (DOE), performance bonuses, and benefits
• Modern, tech‑forward firm leveraging the best tools in the industry

Herbert Financial Group is an Equal Opportunity Employer. We celebrate diversity and are committed to building an inclusive team where every voice matters.