Job Description
About Us
We are a boutique accounting and advisory firm serving small and mid-sized businesses with a combination of:
- Bookkeeping and accounting
- Tax preparation and compliance
- Fractional CFO services
- M&A and financial advisory
Our clients rely on us for accurate financial information and strategic advice. We’re growing steadily and are looking for an experienced accounting professional who wants to become a key leader within the firm.
About the Role
We’re looking for an experienced Accounting Manager who can own client accounting work end-to-end while helping to build and lead a small accounting team as the firm grows.
Initially, you’ll spend most of your time managing bookkeeping and tax-related work for clients. Over time, you’ll begin supervising junior team members, reviewing work, improving processes, and serving as the operational backbone of our accounting practice.
This role is ideal for someone who enjoys both hands-on accounting and leadership.
What You’ll Do
Client Accounting
- Manage bookkeeping for multiple client accounts
- Perform monthly reconciliations and close processes
- Prepare and review financial statements
- Maintain accurate general ledger records
- Ensure high-quality client deliverables
Tax Support
- Prepare and review business and individual tax returns
- Assist with tax planning and compliance
- Research accounting and tax issues as needed
- Support clients throughout tax season
Team Leadership
- Mentor and supervise junior accounting staff
- Review work for accuracy and completeness
- Improve workflows, documentation, and quality control
- Help build and scale the accounting team over time
- Serve as the first point of escalation for accounting questions
Client Service
- Communicate professionally with clients
- Resolve accounting issues proactively
- Manage deadlines across multiple engagements
- Deliver consistent, accurate work with minimal supervision
What We’re Looking For
Required Qualifications
- 5–7+ years of public accounting or client accounting experience
- Experience with Drake Tax, and TaxDome required
- Experience with QuickBooks Online is required
- Strong bookkeeping and accounting fundamentals
- Experience preparing business and/or individual tax returns
- Ability to manage multiple clients simultaneously
- Excellent attention to detail
- Strong organizational and time-management skills
- Excellent written and spoken English
- Ability to work independently with minimal oversight
Leadership Experience
- Experience reviewing the work of other accountants or bookkeepers
- Comfortable training and mentoring junior team members
- Strong problem-solving and decision-making skills
- Able to take ownership of projects and improve processes
Qualifications
- CPA or CPA candidate preferred
- Experience working in a U.S. CPA firm
- Experience managing remote teams
Who Will Thrive in This Role
We’re looking for someone who is:
- Highly reliable and dependable
- Proactive rather than reactive
- Comfortable taking ownership
- Calm under deadlines
- Detail-oriented without sacrificing efficiency
- Interested in growing into a long-term leadership position
What Success Looks Like
Within your first 6–12 months, you’ll:
- Independently manage a portfolio of client accounts
- Deliver consistently accurate bookkeeping and tax work
- Require minimal oversight
- Begin supervising and developing junior accounting staff
- Help improve internal processes as the firm continues to grow
Why Join Us?
- Fully remote position
- Opportunity to build and lead a growing accounting team
- Exposure to bookkeeping, tax, CFO advisory, and M&A work
- Long-term career growth in a high-impact role
- Work directly with an experienced CPA and former Wall Street finance professional
