Senior Accountant

We are a growing CPA firm seeking a reliable and detail-oriented Staff Accountant to support our client accounting and tax services practice. This role is ideal for someone with strong bookkeeping and payroll experience who enjoys working with multiple clients and collaborating with a professional accounting team. The Staff Accountant will be responsible for bookkeeping, payroll processing, accounting systems setup and support, client communication, and assisting with tax compliance services for small to mid-sized businesses and individuals.

Responsibilities:

Client Bookkeeping & Accounting

• Maintain accurate books for multiple clients, including general ledger maintenance, bank and credit card reconciliations, and journal entries
• Prepare and assist in reviewing monthly, quarterly, and year-end financial statements
• Review client records for accuracy, compliance, and consistency
• Prepare and assist in reviewing month-end and year-end close processes
• Payroll & Payroll Tax Services
• Prepare and assist in reviewing the filing of payroll tax reports (Forms 941, 940, state filings, W-2s, and 1099s)
• Monitor payroll tax notices and assist with agency correspondence
• Ensure compliance with federal, state, and local payroll regulations

Tax Services Support

• Prepare and assist in reviewing individual, partnership, and corporate tax returns
• Organize client tax documents and supporting schedules
• Assist with tax compliance projects
• Prepare research, written correspondence/guidance, and other documents for submission to taxing authorities.
• Assist with sales tax and other state/local tax filings as needed

Accounting Software Setup & Client Assistance

• Set up, convert, and customize client accounting systems
• Troubleshoot and resolve client bookkeeping and software issues
• Perform diagnostic reviews and cleanups of existing accounting files
• Provide basic software training and guidance to clients

Client & Team Collaboration

• Build new and existing client relationships and demonstrate basic knowledge of clients’ businesses.
• Communicate directly with clients to gather information, answer questions, and communicate both tax and financial statement results
• Provide professional and timely responses to client inquiries
• Work closely with staff, managers, and partners on engagements
• Adhere to firm deadlines, quality standards, documentation requirements, and budgeted production goals.