Senior Accountant / Financial & Tax Advisor

CPA Preferred | Minimum 8 Years of Experience

POSITION OVERVIEW

We are seeking an experienced Senior Accountant / Financial & Tax Advisor to manage the company's bookkeeping, accounting, financial reporting, tax coordination, compliance, and financial advisory needs across operations in Texas and California.

This is a hands-on senior accounting role. The selected candidate will maintain accurate financial records while serving as a trusted financial and tax resource to management.

KEY RESPONSIBILITIES

Accounting & Bookkeeping

• Maintain complete and accurate company books and general ledger.

• Manage accounts payable and accounts receivable.

• Perform bank, credit card, and balance sheet reconciliations.

• Prepare journal entries, accruals, prepaid expenses, depreciation, and month-end adjustments.

• Maintain the chart of accounts and properly classify transactions.

• Track assets, liabilities, expenses, revenue, and intercompany transactions.

• Support payroll accounting and payroll reconciliations.

• Maintain organized supporting documentation and financial records.

• Lead or oversee monthly, quarterly, and year-end close processes.

Financial Reporting & Management Support

• Prepare monthly, quarterly, and annual financial statements: P&L, Balance Sheet, and Cash Flow Statement.

• Prepare management reports, financial schedules, and supporting analyses.

• Monitor cash flow, expenditures, revenue, margins, and financial performance.

• Assist with budgets, forecasts, and financial planning.

• Conduct budget-to-actual and period-over-period variance analyses.

• Identify discrepancies, risks, unusual transactions, and control weaknesses.

• Provide management with financial insights and recommendations.

• Support financial modeling and analysis for business decisions, investments, contracts, and capital expenditures.

Texas & California Tax and Compliance

• Maintain working knowledge of applicable Texas and California accounting, taxation, payroll, and business compliance requirements.

• Support or oversee federal, state, and local tax filings.

• Coordinate compliance requirements for operations in Texas and California.

• Support Texas franchise tax and other applicable state reporting obligations.

• Support California income/franchise tax, payroll, sales and use tax, and other applicable reporting.

• Advise management regarding tax planning, estimated payments, compliance deadlines, and potential tax exposure.

• Monitor regulatory and tax changes.

• Coordinate with external CPAs, tax attorneys, auditors, payroll providers, and other advisors.

• Maintain documentation supporting tax filings, positions, deductions, and financial transactions.

Financial Controls & Compliance

• Establish, maintain, and improve accounting procedures and internal financial controls.

• Ensure transactions follow company approval and authorization procedures.

• Maintain accurate audit trails and supporting documentation.

• Review accounting workflows and recommend process improvements.

• Support audits, tax reviews, due diligence, banking requirements, lender requests, and financial examinations.

• Help ensure accounting practices are consistent with U.S. GAAP and applicable requirements.

Financial & Tax Advisory

• Serve as a financial advisor to company leadership.

• Provide practical recommendations regarding tax planning, cash-flow management, expense management, budgeting, forecasting, financial controls, business structuring, financial risk, and capital expenditures.

• Identify potential tax, accounting, or financial risks before they become material issues.

• Translate financial information into clear recommendations for executives and non-financial stakeholders.

REQUIRED QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, Business Administration, or related discipline.

• Minimum 8 years of progressive professional accounting, financial reporting, bookkeeping, and/or tax experience.

• Professional experience supporting businesses operating in both Texas and California.

• Strong practical knowledge of Texas and California state tax and business compliance requirements.

• Strong knowledge of U.S. federal taxation and U.S. GAAP.

• Extensive general ledger, reconciliation, financial statement, and month-end/year-end close experience.

• Corporate tax planning and compliance experience.

• Strong understanding of payroll-related accounting and state reporting.

• Experience working directly with owners, executives, CFOs, or senior management.

• Ability to independently manage accounting responsibilities with minimal supervision.

PREFERRED QUALIFICATIONS

• Active CPA license.

• CPA licensed or experienced with Texas and/or California entities.

• 10+ years of progressive accounting or financial management experience.

• Master's degree in Accounting, Finance, Taxation, or related field.

• Multi-company, multi-entity, or intercompany accounting experience.

• Industrial, manufacturing, infrastructure, construction, energy, or project-based business experience.

• Experience coordinating with auditors, CPAs, tax counsel, banks, lenders, and financial institutions.

TECHNICAL SKILLS

• Advanced proficiency with QuickBooks Online, QuickBooks Enterprise, NetSuite, Sage, Xero, or comparable systems.

• Advanced Microsoft Excel proficiency.

• Ability to prepare reconciliations, financial schedules, financial models, forecasts, and management reports.

• Familiarity with payroll, expense management, banking, tax reporting, and document management systems.

• Multi-entity accounting and intercompany reconciliation experience preferred.

IDEAL CANDIDATE

The successful candidate will combine the discipline of an experienced accountant with the judgment of a financial advisor. This person must be comfortable handling detailed accounting and bookkeeping responsibilities while advising management on taxation, cash flow, financial controls, compliance, and business decisions.

EMPLOYMENT

Full-Time

Location: Onsite – California Office

Company Operations: Texas and California

Experience Requirement: Minimum 8 years

License: CPA Preferred

Compensation: Competitive based on experience, qualifications, CPA credentials, and demonstrated Texas and California accounting and tax expertise.