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Senior Tax & Accounting Lead

EVB Certified Public Accountant PC

Job Description

Job Description

We are seeking an experienced Senior Tax & Accounting Lead to join our firm in a flexible year-round role. This position is part-time outside of tax season, with a primary focus on client accounting, QuickBooks, reconciliations, month-end close, and oversight of bookkeeping work. During tax season, the role transitions to full-time and focuses primarily on the preparation of individual and business tax returns, along with oversight of tax workflow.

This is a key role for someone who can take ownership of work, help manage day-to-day production, and reduce partner involvement in routine accounting and tax workflow. The right candidate will be comfortable both doing the work and overseeing a tax preparer and a bookkeeper.

Responsibilities:

  • Manage client accounting and bookkeeping workflow in QuickBooks
  • Perform and review bank, credit card, and balance sheet reconciliations
  • Handle month-end and year-end close work
  • Prepare journal entries and financial reports
  • Review individual and business tax returns during tax season
  • Review bookkeeping and tax preparation work for accuracy and completeness
  • Oversee and help coordinate the workflow of a tax preparer and a bookkeeper
  • Help ensure deadlines are met during monthly close and tax season
  • Communicate with clients to gather information, resolve issues, and keep projects moving
  • Assist with tax notices, year-end adjustments, and related accounting or tax projects as needed

Qualifications:

  • 3-5 years of public accounting experience required
  • CPA or CPA track preferred
  • Strong QuickBooks experience required
  • Strong understanding of month-end close
  • Experience preparing individual and business tax returns
  • Ability to review work, delegate effectively, and keep staff workflow on track
  • Strong organizational skills and attention to detail
  • Strong communication skills and ability to work independently
  • Local candidates in the CT area preferred

Schedule:

  • Full-time
  • Flexible hours available
  • Remote work available for the right candidate

 

Vacancy posted 13 days ago
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