Senior Staff Accountant

Certified Public Accountant | Business & Tax Advisor

Location:

In‑Office – North Palm Beach, FL

Reports To:

Managing CPA / Firm Owner

Experience:

Minimum 2 years of public accounting

License:
Active CPA (required)

Position Summary

The Senior Accountant is responsible for preparing and reviewing accounting, tax, and assurance engagements for firm clients. This role includes direct client interaction, review of staff work, and independent management of assigned engagements. This position does not include business development, marketing, or client onboarding responsibilities.

Time Allocation (Approximate)

• 40% Accounting and Financial Reporting
• 40% Tax Preparation and Review
• 20% Assurance (Compilations, Reviews, Audits)

Time allocation may shift during busy season, with increased emphasis on tax and assurance work.

Primary Responsibilities Accounting and Financial Reporting (≈40%)

• Review monthly, quarterly, and annual accounting work prepared by staff accountants
• Review bank, credit card, and loan reconciliations
• Review balance sheet and income statement accounts for accuracy and reasonableness
• Prepare or direct adjusting journal entries as needed
• Review and finalize client financial statements prior to delivery
• Respond to client inquiries related to financial reporting matters
• Ensure financial statements comply with applicable accounting standards
• Review payroll and sales tax

Tax Preparation and Review (≈40%)

• Prepare and review federal and state tax returns, including Individual (Form 1040), S Corporations (Form 1120‑S), Partnerships (Form 1065), and Nonprofit Organizations (Form 990)
• Review depreciation schedules, K‑1s, basis calculations, and state filings
• Identify tax issues and communicate findings to firm leadership
• Assist with extensions, estimated tax payments, and tax notices
• Communicate directly with clients regarding tax‑related matters

Assurance Engagements (≈20%)

• Prepare and review compilation, review, and audit work papers
• Assist with engagement planning and documentation
• Review financial statements and required disclosures
• Prepare compilation and review reports
• Support audit fieldwork as assigned

Review and Oversight (Ongoing)

• Review accounting and tax work prepared by staff accountants
• Provide clear, actionable review notes
• Ensure all review comments are addressed before finalization
• Maintain quality control on assigned engagements

Work Schedule and Hours

• Standard schedule: 40 hours per week outside busy season
• Busy season:
  Additional hours expected during tax and assurance deadlines
• Flexibility:
  Workload fluctuates seasonally; compensation includes bonuses

Performance Expectations

• Independently manage assigned client engagements
• Consistently deliver accurate, timely work
• Identify and resolve issues prior to client delivery
• Maintain professional and effective client communication
• Serve as a technical resource for staff accountants

Required Qualifications

• Active CPA license
• Minimum of 2 years of public accounting experience
• Experience reviewing financial statements and tax returns
• Strong technical knowledge of accounting, tax, and assurance
• Proficiency in Microsoft Excel
• Very strong attention to detail
• Strong organizational and communication skills
• Ability to manage multiple engagements concurrently

Technology

• Quick Books Online and Quick Books Desktop
• ATX Tax
• Tax Dome
• Gusto
• Microsoft Excel

Compensation and Benefits

• Base Salary: $75,000 – $90,000, commensurate with experience and level of independence
• Performance-based bonuses
• Client referral incentives
• 15 days paid time off + holidays
• 401(k) with employer match
• Health insurance planned as firm continues to grow
• In‑office position
• Direct reporting to firm owner
• Independent client responsibility with appropriate oversight

Job Type

Full‑time

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing and Finance

Industries

Accounting

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