Senior Accountant – Client Accounting Services (CAS)

About the Role

We are looking for an experienced Senior Accountant to oversee financial processes, ensure accurate reporting, and support strategic decisions.

In this role, you will manage daily accounting operations, lead month-end and year-end closings, mentor junior staff, and work with leadership to analyze financial data and maintain compliance.

As a senior accountant, your work will be key to building client trust and driving the firm’s growth.

What Your Day-to-Day Will Look Like

• Oversee, communicate & be responsible for a group of our clients to ensure that they are well-serviced from A-Z and that they are kept satisfied
• Prepare & complete year-end financial statements and present them to our clients
• Assist in onboarding new clients by helping to clean up messy books
• Review the day-to-day work performed by others to ensure that everything is on track
• Be accountable for the quality and timeliness of all tasks related to the group of clients that are assigned to you
• Assist with some of our virtual CFO services, such as budgeting, cash flow projections, KPI reports, consolidations, and other miscellaneous management reports that may be required by our clients
• Assist with bookkeeping & sales tax-related tasks

What You Need To Succeed

• You have a bachelor’s degree in Accounting, Finance, or a related field
• You have at least 5 years of experience in accounting or a similar role
• You are proficient in QuickBooks Online
• You have some experience working in an accounting firm
• You are a clear communicator
• You believe in delivering awesome customer service and you have experience in a customer-facing role
• You are able to take a messy set of books and turn it into something pretty
• You have experience constructing year-end financial statements
• You have experience managing multiple clients at the same time
• constructing year-end financial statements
• You are able to and like working in a fast-paced environment
• You are exceptionally structured & organized
• You are a problem solver
• You have experience managing others
• You have corporate tax and personal tax experience
• You are tech-savy

Why Join Us?

We’re in a unique stage of growth — transitioning from a traditional CPA firm into a modern, advisory-focused accounting practice. This role is not just about maintaining books; it’s an opportunity to help build and shape our Client Accounting Services (CAS) function from the ground up.

You’ll work directly with firm leadership in a collaborative, forward-thinking environment where your input will matter and your work will have visible impact.

We offer:

• A meaningful role with ownership — You will take the lead on client accounting and play a key part in building scalable processes and systems.
• Direct access to leadership — Work closely with experienced professionals focused on advisory, tax strategy, and firm growth.
• Growth into leadership — This role is designed to evolve into a senior/manager-level position as we expand our CAS team.
• Flexible, fully remote work environment — We prioritize results and accountability over rigid schedules.
• A modern, process-driven firm — We are actively implementing systems to eliminate chaos and improve how work gets done.
• A focus on quality over volume — We aim to build long-term client relationships and deliver high-value services, not just push through compliance work.

Our Recruitment Process

Our recruitment process is designed to thoroughly evaluate candidates’ qualifications while ensuring a fair and inclusive experience.

It includes resume screening, interviews with our team, and, if applicable, a skills assessment. Our goal is to find the best fit for both the role and our firm’s values.

Complete the application attached to this posting to apply.

Pay: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) 3% Match
• Flexible schedule
• Paid time off
• Professional development assistance
• Work from home

Work Location: Remote