Accountant & US Tax Manager

Who are we?

The Company is a client-focused CPA firm serving individuals, businesses, and nonprofit organizations across a wide range of industries. We are currently seeking a well-rounded, detail-oriented, and proactive professional to step into a hybrid role encompassing accounting, tax preparation & review, and client communication management for US based clients.

This role works exclusively with U.S. based clients, serving clients under U.S. GAAP and the U.S. federal and state tax framework. Reporting to the firm's owner, this position plays a central role in ensuring efficient internal operations, exceptional client service, and accurate financial reporting.

• Manage full-cycle bookkeeping and account reconciliations for monthly, quarterly, and semiannual clients across a wide range of industries.
• Perform monthly bank and credit card reconciliations, ensuring financial records are accurate and up to date.
• Investigate discrepancies, correct coding errors, prepare and post journal entries and adjusting entries in compliance with US GAAP.
• Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings.
• Provide support during external audits, including compiling documentation, reconciling accounts, and resolving auditor questions.
• Review client general ledger data to identify irregularities and implement corrective adjustments for clean financials.
• Maintain organized digital records of all client financials, reports, and internal communications to ensure audit readiness and operational transparency.

• Prepare, review, and present accurate consolidated and entity-level financial statements and management reporting packages
• Prepare complex tax returns for businesses (1120, 1120S, 1065) and individuals, including multi-state filings, self-employment income, and rental property activity
• Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings
• Review returns prepared by staff, ensuring accuracy, compliance, and completeness before final submission
• Coordinate internal tax workflow, track return statuses, and assign preparation tasks to ensure timely progress across all client accounts
• Collaborate directly with the firm's owner to identify applicable deductions and credits and gather supporting documentation from clients
• Maintain strong knowledge of current federal and state tax laws and proactively adjust practices to ensure compliance and tax optimization
• Deliver clear analysis of business performance, unit economics, margins, and portfolio trends across operations
• Lead budgeting, forecasting, rolling re-forecasts, and cash-flow planning, with variance analysis against plan to support short- and long-term decision-making

• Serve as the primary point of contact for clients across all service areas, managing inbound calls, emails, and messages in a prompt and professional manner
• Address client questions regarding tax documents, financial reports, account reconciliations, and
• payment processing, escalating matters to the owner when appropriate
• Provide support during external audits, including compiling documentation, reconciling accounts and resolving auditor questions
• Maintain internal workflows to support daily office operations, including document routing, data requests, and CRM upkeep
• Represent the firm's values of integrity, reliability, and exceptional service in every client interaction

• This position serves U.S. clients exclusively — U.S. tax experience and U.S. GAAP experience are strongly preferred
• Associate's or Bachelor's…