Sr. Accountant

Senior Accountant

We are a US-based accounting and financial operations firm that partners with growing businesses to manage their accounting infrastructure and monthly financial reporting. Our work goes beyond traditional bookkeeping—we provide business owners with clear financial insights that support strategic decision-making.

We are looking for an experienced Senior Accountant who thrives in a multi-client environment and has strong expertise in accrual accounting and project-based financials. This role is ideal for someone who enjoys independent problem-solving, maintaining high-quality financial records, and delivering accurate financial reporting to clients.

You will manage a small portfolio of clients and take full ownership of their monthly financial operations, ensuring accuracy, compliance, and actionable financial insights.

Key Responsibilities

End-to-End Accounting Operations

• Manage the full month-end close process for a portfolio of clients in accordance with U.S. GAAP.
• Categorize financial transactions, manage Accounts Payable (AP) and Accounts Receivable (AR) processes, and reconcile accounts.
• Perform accrual accounting adjustments and maintain accurate financial records.
• Track project costs including labor, materials, and job-specific expenses to ensure accurate job costing.
• Identify missing, prepaid, or misclassified expenses and correct discrepancies.
• Manage sales tax filing and compliance for U.S.-based clients.
• Troubleshoot integration issues between CRM systems, billing systems, and accounting platforms.

Client Advisory & Communication

• Prepare monthly financial statements including variance analysis and performance insights.
• Provide commentary on financial trends and key performance indicators.
• Maintain professional communication with clients via email and occasional virtual meetings.
• Assist with client onboarding, including reviewing historical financial records and correcting accounting discrepancies.

Workflow Discipline & Compliance

• Maintain organized documentation and financial records that can withstand audit review.
• Support clients during audit preparation and documentation review.
• Ensure accounting processes follow best practices and remain compliant with financial standards.

Requirements

• 5+ years of professional accounting experience , preferably in a public accounting or outsourced accounting environment.
• Strong expertise in accrual-based accounting.
• Experience managing multiple clients simultaneously.
• Strong knowledge of U.S. GAAP.
• Advanced Excel proficiency (pivot tables, formulas, financial analysis).
• Experience preparing monthly financial reporting and variance analysis.
• Strong written and verbal English communication skills.
• Ability to work independently and proactively identify issues in financial data.

Preferred Qualifications

• Experience with U.S. sales tax filing and compliance.
• Background working with home services or job-costing industries (e.g., plumbing, HVAC, construction).
• CPA certification or equivalent professional accounting qualification.
• Previous experience supporting financial audits or audit preparation.