Experienced Accountant – Bookkeeping & Tax Preparation

Position Overview:
We are a rapidly growing accounting and advisory firm, owned and led by a CPA with over 30 years of industry experience. We are seeking a skilled and motivated Accountant with a strong background in bookkeeping and tax preparation who is excited to grow alongside us. This is an excellent opportunity for someone passionate about delivering top-tier service to clients while building a long-term career in a collaborative, client-focused environment.

Key Responsibilities:

• Maintain and reconcile general ledgers and client books using QuickBooks Online.

• Prepare monthly and year-end financial statements, adjusting journal entries, and trial balances.

• Prepare federal and state income tax returns for individuals, partnerships, corporations, and LLCs.

• Proactively communicate with clients to explain financial reports, tax filings, and compliance requirements.

• Translate complex accounting and tax concepts into clear, actionable advice for clients.

• Identify tax-saving opportunities and provide value-added recommendations.

• Assist in onboarding new clients and implementing efficient, client-friendly accounting systems.

• Collaborate with internal team members and support junior staff as needed.

• Review and provide training to less senior bookkeepers to ensure accuracy and development.

Qualifications:

• Bachelor’s degree in Accounting or a related field, CPA or EA preferred.

• 3–5 years of hands-on experience in bookkeeping and tax preparation.

• Deep understanding of GAAP and current IRS tax laws.

• Strong client service and interpersonal communication skills.

• Proficiency with QuickBooks (QBO), tax software (e.g., CrossLink, Drake), CRM platforms (e.g., Zoho), and Microsoft Excel.

• Ability to work independently, manage deadlines, and prioritize a diverse workload.

• High standards of integrity, confidentiality, and professionalism.

Why Join Us:

• Be part of a firm that’s scaling quickly with clear growth opportunities.

• Learn from and collaborate with a CPA who brings over 30 years of experience.

• Competitive salary based on experience.

• PTO and holidays.

• Opportunities for continuing education and career advancement.

• Supportive and collaborative team environment.