About the role
- Provide full-cycle accounting support, including reconciliations, adjusting journal entries, and month-end close
- Maintain and manage multiple client relationships simultaneously
- Prepare and review financial statements; identify and resolve discrepancies
- Coach clients on using QuickBooks Desktop/Online effectively
- Collaborate with internal team members to ensure high-quality service delivery
- Support or participate in business advisory engagements
- Tax preparation experience is needed to assist during tax season
Requirements
- 5+ years of recent experience in a CPA or business advisory firm (required)
- Experience working directly with small to mid-sized business clients
- Strong communication and organizational skills
- Entrepreneurial mindset and desire to grow within a firm
- Proficiency with Microsoft Office Suite and QuickBooks Online/Desktop (certification preferred)
- Ability to work independently in a remote environment with a dedicated home office
- Health insurance
- 401(k) with employer match
- Generous PTO + paid holidays
- Bonus opportunities
- Professional development assistance
- Casual, supportive, and collaborative work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
full-cycle accountingreconciliationsadjusting journal entriesmonth-end closefinancial statements preparationtax preparation
Soft skills
communication skillsorganizational skillsclient relationship managementcoachingcollaborationentrepreneurial mindset
Certifications
QuickBooks certification