Senior Accountant / Supervisor / Manager

Responsibilities:

Accounting & File Review

• Review bookkeeping and accounting work for small business clients.
• Oversee monthly accounting, cleanup work, and year-end preparation.
• Handle a small number of compilation engagements and one review engagement.
• Ensure financial information is accurate, complete, and supported.

Client Relationship Support

• Work directly with small business clients, answering accounting questions.
• Support senior staff and partners in client meetings as needed.
• Maintain a responsive, helpful communication style with clients.

Workflow & Project Management

• Manage multiple client files and deadlines at once.
• Help ensure jobs move forward smoothly and are completed on time.
• Flag issues or risks early and propose solutions.

Tools & Systems

• Use QuickBooks, UltraTax, and Canopy to manage client data and files.
• Keep documentation and notes organized in the firm's systems.

Requirements:

• Strong accounting knowledge and technical skill set.
• Recent public accounting experience working with small business clients.
• Solid understanding of US GAAP, compilations, and reviews.
• Confident reviewing others' work and providing feedback.
• Strong client relationship skills and clear communication.

Experience:

• Ideal experience range: 5 to 7 years in public accounting, but the firm will consider candidates with different experience levels based on capability and current role.
• Proven ability to handle small business accounting files from start to finish.

Preferred Education/Certifications:

• CPA is preferred, but not required for this role.
• Technical strength and practical public accounting experience are more important than title alone.

Culture & Fit:

• Very strong technically in accounting.
• Committed to the firm and to client service.
• Professional, respectful, and collaborative.