Senior Accountant, Client Accounting & Assurance

Senior Accountant, Client Accounting & Assurance

Company:
Overhead Solutions Group

Location:

Norfolk, VA

Employment Type:

Full-Time, W-2

Compensation: $75,000–$95,000, based on experience

Work Arrangement:
In-person or hybrid, depending on business needs, client deadlines, and the candidate’s experience level

Overhead Solutions Group is a growing, Forbes‑recognized CPA firm specializing in nonprofit organizations, grant‑funded entities, and mission‑driven businesses. We help clients strengthen their accounting systems, prepare for audits, meet grant and compliance requirements, and produce accurate, useful financial information.

We are a small but growing firm, which means this role is not limited to checking boxes or preparing the same workpaper every day. The right person will have the opportunity to take ownership of client projects, supervise staff, work directly with clients, and grow into a future manager‑level role.

We are seeking a Senior Accountant, Client Accounting & Assurance to join our team in Norfolk, VA. This role is ideal for someone with strong accounting and assurance experience who enjoys working with nonprofit clients, preparing financial statements, reviewing work papers, supervising staff, and managing client deadlines.

This position includes a mix of assurance work, client accounting, bookkeeping cleanup, financial statement preparation, and some tax preparation. The ideal candidate is detail‑oriented, deadline‑driven, proactive, and comfortable taking ownership of projects from start to finish.

This is a great opportunity for someone who wants to grow with a firm, develop into a leadership role, and have a direct impact on client service and internal team development.

• Preparing and reviewing audit, review, and compilation work papers.
• Preparing complex nonprofit audit sections, including net assets, revenue recognition, restricted funds, grants, and related disclosures.
• Reviewing basic and intermediate workpaper sections prepared by staff and interns, including cash, investments, expenses, and supporting schedules.
• Preparing full financial statements in accordance with GAAP.
• Assisting with audit testing, documentation, and client request lists.
• Supporting reviews, compilations, and other assurance engagements.
• Performing client accounting and bookkeeping cleanup projects.
• Reviewing and analyzing general ledger activity, reconciliations, and financial reports.
• Preparing selected individual and business tax returns.
• Assisting with nonprofit tax filings and related compliance projects, as needed.
• Communicating directly with clients to request information, resolve questions, and manage project status.
• Managing assigned deadlines and workflows through Canopy and internal project management systems.
• Supervising, training, and reviewing the work of staff accountants and interns.
• Providing clear feedback to staff and helping them improve their technical skills.
• Researching accounting, audit, tax, and nonprofit compliance questions before escalating issues.
• Helping improve firm processes, templates, checklists, and client deliverables.
• Taking ownership of assigned projects from start to finish, including planning, follow‑up, completion, and communication.

• 55% audit, review, compilation, and assurance‑related work
• 20% tax preparation
• 20% client accounting and bookkeeping cleanup
• 15% client communication and project management

Percentages may vary depending on the season, client deadlines, and firm needs.

• Bachelor’s degree in Accounting, Finance, or a related field.
• Strong understanding of GAAP and financial reporting.
• Experience preparing financial statements.
• Experience with audit, review, compilation, or assurance work.
• Strong Excel skills, including advanced formulas, analysis, and spreadsheet organization.
• Ability to supervise, train, and review the work of staff accountants and interns.
• Strong written and verbal communication skills.
• Ability to manage deadlines and follow through on assigned projects.
• Detail‑oriented and organized, with a strong sense of ownership.
• Ability to work directly with clients in…