Senior Accountant, Advisor

  • Permanent Full Time Remote
  • Remote


You’re a skilled accounting professional with previous experience in an advisory role with small business clients. You will handle accounting and tax prep for multiple clients and enjoy the variety of what an advisory role offers at a modern and vibrant accounting firm  You have your CPA or EA and you’re looking for a remote, flexible environment, where you can use your knowledge to advise clients. 

Job Type:

Full-time or Part time, W2
Location: REMOTE within the US
Compensation: $80,000-$90,000

Our client, a progressive cloud accounting firm is seeking a REMOTE  Senior Accountant, Advisor to join their growing team. You will work on a portfolio of clients, while intimately getting to know them and their businesses while working for a firm focused on building relationships with their clients.
Regular Responsibilities Include:
Your tasks in this role will vary from day to day. Our clients have has built-in, recurring deadlines that need to be met. They keep routine but avoid the mundane.

  • Advise clients on their small business accounting and tax needs, including being the point of contact for your book of clients
  • Review data recorded during the period by the bookkeeper and close the books monthly/quarterly; prepare reports on both a cash and accrual basis with financial analysis notes sent to the client
  • Create and maintain workpapers for clients
  • Prepare tax projections on a monthly/quarterly basis with ongoing planning and research for our clients including entity structure and retirement contribution tax strategies
  • Sales tax preparation
  • Annual income tax preparation (individual and business)
  • Budget and forecasting preparation and analysis
  • Payroll oversight via Gusto including onboarding new employees, terminating employees, managing payroll integrations with the accounting software for proper mapping, troubleshooting payroll notices, and new client setups
  • Oversee A/R and A/P, handled by bookkeeper
  • Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliations, as needed
  • Record bank, credit card, and merchant account information in the general ledger via bank feeds in our client’s accounting software
  • As needed, troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)

If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list, it’s by no means a requirement.

  • At least five years of accounting experience, managing multiple clients preferred
  • CPA or EA
  • Experience working with small businesses (specifically closely held pass-through entities)
  • Experience with accrual / GAAP reporting and work papers
  • Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp, and Partnerships)
  • Strong problem-solving and analytical skills
  • A love for technology and intuitive computer skills
  • Ability to take ownership, while realizing when it’s time to reach out for help
  • A deep understanding of the financial statements; the relationship between them, what it all means, and the ability to explain the numbers to our clients in their language
  • Strong Excel skills; you don’t need to know how to build macros but if a string of formulas goes awry you should be able to troubleshoot and correct


  • Willing to undergo a background check

Current Client Benefits Offered:

  • PTO
  • Health insurance stipend
  • 401k match
  • Advancement opportunities
  • Flexible schedule
  • Summer Fridays


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