Senior Accountant / Client Advisory Manager

We are a growing CPA firm that serves closely held professional practices such as med spas, dentists, plastic surgeons, and other medical practices. Our goal is to provide clients with clear financial information, proactive tax planning, and practical business insight, not just tax returns.

We are seeking a Senior Accountant / Client Advisory Manager who enjoys diagnosing financial issues, reviewing accounting work, and helping clients understand their numbers.

This role focuses on review, problem solving, and client communication, not routine bookkeeping or high-volume tax preparation.

Responsibilities

• Review client accounting files after junior staff complete bookkeeping work
• Identify issues in financial statements and determine how to correct them
• Train junior staff on corrections so issues do not repeat
• Communicate with clients to resolve open items and questions
• Ensure financials are accurate and ready for management reporting and tax preparation
• Review business and individual tax returns when needed
• Think through tax planning items such as estimated tax payments and changes in profitability
• Help improve internal workflows and processes
• Occasionally jump in to resolve accounting issues directly when needed

Our Services

We provide a combination of accounting, advisory, and tax services, including:

• Monthly accounting and management reporting (QuickBooks or Xero)
• Benchmarking and financial analysis
• Income allocation from client practice management systems
• Payroll guidance or full-service payroll support
• Annual tax planning
• Business and individual tax preparation
• 1099s and other compliance filings

What This Role Is Not

This is not a bookkeeping position.

You will not spend your time:

• Categorizing transactions
• Performing routine bank reconciliations
• Entering data

Junior staff handle preparation work. Your role is to review efficiently, diagnose issues, and guide the team.

Qualifications

• 6+ years of public accounting experience
• Strong understanding of both tax and accounting
• Ability to diagnose and correct accounting issues quickly
• Experience reviewing financial statements and staff work
• Comfortable communicating directly with clients
• Experience mentoring or training junior staff
• CPA preferred

Compensation

• Salary: $85,000 – $115,000
• Flexible work environment
• Opportunity to play a key role in improving systems and client service as the firm grows
• Please Note

To ensure a fair hiring process, please apply through Indeed only. Please do not contact the firm directly regarding this position.

Pay: $85,000.00 - $115,000.00 per year

Benefits:

• Paid sick time
• Work from home

Application Question(s):

• What state are you located in?
• How many years have you spent reviewing tax returns prepared by other staff?
• When reviewing a return or accounting file and something looks wrong, how do you diagnose and fix the issue?
• Have you supervised or trained junior staff before? If yes, briefly describe your role

Work Location: Remote