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 a month ago
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