Bookkeeper

Executive Assistant to Managing Fiduciary of Trust Division We are a highly respected and growing CPA firm seeking an exceptional Executive Assistant to support the Managing Fiduciary of our Trust Division. This is not a traditional administrative role. We’re looking for a proactive, strategic partner who thrives on staying one step ahead and enabling executive success. Santora CPA Group is known for its supportive, collaborative, and fun team culture, and we’re excited to add someone who brings energy, professionalism, and a sense of humor to the role. What You’ll Do (Highlights): Own and expertly manage a complex, ever‑changing executive calendar Anticipate needs, resolve scheduling conflicts, and act as a strategic gatekeeper Track key deadlines, follow‑ups, and priorities to keep everything on track Serve as a central point of coordination across internal teams, clients, and advisors Draft professional communications and ensure smooth information flow Support business development efforts, including events and relationship tracking Handle sensitive information with the highest level of discretion Identify process improvements and help streamline operations Experience in professional services, financial services, legal, or trust/wealth environments is a plus. What We’re Looking For: 5+ years supporting a senior executive in a fast‑paced environment Exceptional organizational skills and attention to detail Strong communication skills and sound judgment A proactive, solutions‑oriented mindset with the ability to anticipate needs High level of professionalism, discretion, and emotional intelligence Comfort working independently and managing competing priorities Why Join Us: 100% paid health and dental insurance for employees and their dependents Fridays off in the summer On‑site fitness center (landlord‑provided) Immediate entry into our 401(k) plan A supportive, team‑oriented culture where your contributions truly matter The Opportunity: This role is a critical partner to the Trust Division’s leadership which ensures operational excellence while enabling the Managing Fiduciary to focus on clients, growth, and strategy. If you’re someone who takes pride in being indispensable, anticipates needs before they arise, and enjoys making a meaningful impact behind the scenes, we’d love to hear from you. Signing Bonus: Up to $15,000 after one year of continuous employment (dependent on experience and not applicable to candidates coming through recruiting agencies). Tax Supervisor We are seeking a detail‑oriented and experienced Tax Supervisor to join our public accounting firm. This role is critical in ensuring the accuracy, completeness, and compliance of tax returns and related documents prepared by our tax professionals. The ideal candidate will have a strong technical background in tax law and regulations, excellent analytical skills, and a commitment to delivering high‑quality service to our clients. What You’ll Do: Prepare and/or perform technical reviews of complex tax returns. Ensure compliance with federal, state, and local tax laws and regulations. Identify and resolve technical tax issues and provide guidance to preparers. Collaborate with tax managers and partners to ensure consistent application of tax policies and procedures. Provide feedback and training to staff on tax technical matters and best practices. Stay current on changes in tax laws and regulations and communicate relevant updates to the team. Assist in the development and implementation of quality control procedures for tax engagements. Support tax planning and research initiatives as needed. What We’re Looking For: CPA designation (or EA designation with significant experience). Bachelor of Science degree in Accounting. 4+ years of recent public accounting experience. Strong knowledge of federal and state tax codes, regulations, and compliance requirements. Experience reviewing complex tax returns across various entity types. Experience with multi‑state taxation issues. Comfortable using tax preparation and research software. Excellent written and verbal communication skills. Strong attention to detail and organizational skills. Why You’ll Love Working at Santora CPA Group: Work with one of the region’s top firms in growth mode – where your experience is valued and your career development is supported. Be part of a collaborative culture focused on professional excellence, client success, and having fun. Enjoy Fridays off in the summer. Receive 100% company‑paid health and dental insurance for you and your dependents. Earn 20 days of PTO annually, beginning to accrue immediately. Take advantage of paid parental leave. Participate immediately in our 401(k) plan. Tax Manager We are seeking a Tax Manager who is passionate about proactive client service and tax strategy. The ideal candidate will have a strong technical background in tax law and regulations, excellent analytical skills, and a commitment to delivering high‑quality service to our clients. This opportunity could be a partner‑track position. What You’ll Do: Perform technical reviews of complex tax returns. Lead strategic tax planning for individuals and businesses. Work closely with business owners and firm leadership. Manage and conduct tax research projects. Manage IRS/state tax notices and examinations. Mentor and supervise team members and support their professional growth. What We’re Looking For: CPA designation (or EA designation with significant experience). Bachelor’s or master’s degree in accounting or related field. 7+ years of recent public accounting experience. Deep technical tax knowledge and a proactive, relationship‑driven approach to client service. Strong leadership, project management, and excellent communication skills. Experience reviewing complex tax returns across various entity types. Experience with multi‑state taxation issues. Comfortable using tax preparation and research software. Open to adoption of new technologies including AI‑enabled tools. Why You’ll Love Working at Santora CPA Group: Work with one of the region’s top firms in growth mode – where your experience is valued and your career development is supported. Be part of a collaborative culture focused on professional excellence, client success, and having fun. Enjoy Fridays off in the summer. Receive 100% company‑paid health and dental insurance for you and your family. Earn 25 days of PTO annually, which begins to accrue immediately. Take advantage of paid parental leave. Participate immediately in our 401(k) plan. Tax Technical Reviewer We are seeking a detail‑oriented and experienced Tax Technical Reviewer to join our public accounting firm. This role is critical in ensuring the accuracy, completeness, and compliance of tax returns and related documents prepared by our tax professionals. The ideal candidate will have a strong technical background in tax law and regulations, excellent analytical skills, and a commitment to delivering high‑quality service to our clients. What You’ll Do: Perform technical reviews of complex tax returns. Ensure compliance with federal, state, and local tax laws and regulations. Identify and resolve technical tax issues and provide guidance to preparers. Collaborate with Tax Managers and Partners to ensure consistent application of tax policies and procedures. Provide feedback and support to staff on tax technical matters and best practices. Stay current on changes in tax laws and regulations and communicate relevant updates to the team. Assist in the development and implementation of quality control procedures for tax engagements. Support tax planning and research initiatives, as needed. What We’re Looking For: CPA designation (or EA designation with significant experience). Bachelor’s or master’s degree in accounting or related field. 5+ years of recent public accounting experience. Strong knowledge of federal and state tax codes, regulations, and compliance requirements. Experience reviewing complex tax returns across various entity types. Experience with multi‑state taxation issues. Comfortable using tax preparation and research software. Excellent written and verbal communication skills. Strong attention to detail and organizational skills. Open to adoption of new technologies. Why You’ll Love Working at Santora CPA Group: Work with one of the region’s top firms in growth mode – where your experience is valued and your career development is supported. Be part of a collaborative culture focused on professional excellence, client success, and having fun. Enjoy Fridays off in the summer. Receive 100% company‑paid health and dental insurance for you and your family. Earn 25 days of PTO annually, which begins to accrue immediately. Take advantage of paid parental leave. Participate immediately in our 401(k) plan. Bookkeeper We are seeking a part‑time Bookkeeper who enjoys providing proactive client service and working with a very supportive team. This role could lead to a full‑time opportunity. What You’ll Do: Manage all aspects of bookkeeping for multiple clients using QuickBooks (desktop and online), including general ledger entries, accounts payable/receivable, bank and credit card reconciliations, and month‑end accruals and adjusting entries. Prepare journal entries, pay invoices, record deposits, and generate accurate financial reports. Payroll processing and payroll tax knowledge a plus. Develop and maintain strong client relationships. What We’re Looking For: Associate degree in accounting or 5+ years of hands‑on bookkeeping experience preferred. Proficiency with online banking and credit card platforms. Tech‑savvy, quick to learn, and able to juggle multiple clients with efficiency and accuracy. Self‑starter who takes initiative, follows through, and produces timely, high‑quality work with minimal supervision. Ability to travel locally, as needed. Why You’ll Love Working at Santora CPA Group: Work with one of the region’s top firms in growth mode – where your experience is valued and your career development is supported. Be part of a collaborative culture focused on professional excellence, client success, and having fun. Work with a diverse group of clients, both remotely and on‑site in New Castle County, giving you the chance to build relationships and make a real impact. Santora CPA Group is an equal opportunity employer. #J-18808-Ljbffr