Sr. Accountant (CPA)
Description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Accountant (CPA) based in the United States.
The Sr. Accountant (CPA) will oversee client accounting, taxation, bookkeeping, and financial advisory services while helping businesses strengthen their financial performance and achieve long-term goals. This role combines technical accounting expertise with strategic tax planning, client relationship management, and business development in a collaborative, internationally oriented environment. You will manage financial operations for a diverse client portfolio, ensure compliance with U.S. tax regulations, and identify opportunities to optimize tax positions and improve operational efficiency. Working closely with clients, internal teams, and business development colleagues, you will contribute to client acquisition, onboarding, retention, and the delivery of high-quality advisory services. You will also mentor junior accounting professionals, support audit activities, and help automate processes to improve accuracy and productivity. This opportunity is ideal for a qualified accounting professional who enjoys building trusted client relationships, taking ownership of complex financial matters, and growing toward broader leadership responsibilities. The role is remote, with openness to relocating to the Marietta, Georgia office considered an advantage.
Accountabilities
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Manage client financial operations, including accounting, bookkeeping, taxation, and payroll management.
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Ensure compliance with applicable U.S. tax laws and regulations, including the accurate and timely filing of tax returns and payment of tax liabilities.
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Lead tax planning and advisory engagements, identifying strategies to optimize tax positions and support clients' long-term financial objectives.
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Collaborate with sales and business development teams to identify new client opportunities, develop proposals, participate in pitches and client meetings, and expand the client portfolio.
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Manage accounts receivable and accounts payable processes, including invoicing, collections, payments, and account reconciliations.
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Maintain accurate, complete, and up-to-date financial records using QuickBooks and other relevant accounting systems.
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Analyze financial statements, business performance, and financial trends to provide actionable recommendations that improve profitability and operational efficiency.
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Coordinate with colleagues across departments to align accounting and tax strategies with client needs and broader business objectives.
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Mentor and support junior accounting staff, encouraging professional development, knowledge sharing, and collaborative working practices.
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Manage client onboarding for assigned engagements, ensuring all required procedures, documentation, and internal protocols are followed.
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Contribute to client acquisition and retention by building strong relationships, identifying opportunities for additional services, and delivering responsive, high-quality client support.
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Organize and maintain digital and physical financial records to ensure accuracy, accessibility, and appropriate documentation.
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Participate in external audits as needed, coordinating with auditors and supplying relevant financial information and supporting documentation.
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Prepare year-end audit schedules and assist with audit preparation, fieldwork, and follow-up activities.
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Document, design, and test accounting processes and procedures that affect financial statements, reporting, or business performance.
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Identify opportunities to automate accounting workflows, spreadsheets, and systems to improve efficiency, consistency, and accuracy.
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Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field; a master's degree is an advantage.
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Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential is required.
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At least 5 years of professional experience in accounting and taxation, with a strong emphasis on tax planning and advisory services.
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Public accounting experience is preferred.
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Demonstrated experience advising clients on tax strategy and planning beyond routine tax preparation and compliance is highly desirable.
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Experience in business development, client acquisition, proposal development, or expanding existing client relationships is preferred, along with a strong willingness to contribute to growth initiatives.
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Strategic, commercially minded approach with an interest in long-term career development and the potential to take on leadership responsibilities.
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Ability to establish and maintain trusted relationships with clients, colleagues, and referral partners.
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Knowledge of international taxation is a strong advantage.
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Excellent written and verbal communication skills, including the ability to explain complex accounting and tax matters clearly and confidently to clients.
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Proficiency in Microsoft Word, Excel, and Outlook.
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Experience using QuickBooks or comparable accounting software.
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Familiarity with UltraTax or other tax preparation software.
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Strong attention to detail, organization, accountability, and follow-through, with a self-directed and results-oriented working style.
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Ability to learn new concepts and systems quickly, adapt to changing client needs, and collaborate effectively with a diverse team.
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Openness to relocating to the Marietta, Georgia office now or in the future is considered a significant advantage.
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Competitive compensation: Salary based on experience, with performance-based bonus opportunities.
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Health coverage: Medical, dental, and vision insurance.
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Life insurance: Life insurance coverage as part of the benefits package.
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Retirement savings: 401(k) plan with employer matching contributions.
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International work environment: Opportunity to collaborate with colleagues and clients across diverse backgrounds and markets.
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Professional development: Ongoing training to strengthen accounting, tax, and advisory expertise.
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Paid time off: Paid vacation and holidays.
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Career advancement: Opportunities for professional growth and the potential to progress into leadership responsibilities.
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Flexible work arrangement: Remote work, with the option of relocating to the Marietta, Georgia office considered a plus.
Requirements
Benefits
Skills
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