Job description:

Work Arrangement: Fully Remote
Schedule: Monday–Friday, U.S. business hours

About the Company

We are a growing boutique accounting and advisory firm serving small and mid-sized businesses. Our services include bookkeeping and accounting, tax preparation and compliance, fractional CFO services, and M&A and financial advisory.

Our clients rely on us not only for accurate financial reporting and tax compliance, but also for timely insights that help them make better business decisions.

We are looking for an experienced accounting professional who is ready to take ownership of a portfolio of clients and grow into a key leadership role within the firm.

The Role

As a Senior Accountant – Client Accounting & Tax, you will manage day-to-day accounting and tax work for multiple clients while ensuring accuracy, timeliness, and excellent client service.

This role is ideal for someone who is highly organized, proactive, and comfortable working independently. You will also have the opportunity to mentor junior accounting staff, improve internal processes, and take on increasing leadership responsibilities as the firm grows.

What You'll Do

Client Accounting

• Manage bookkeeping and accounting activities for multiple client accounts.
• Perform monthly bank, credit card, and account reconciliations.
• Support month-end close processes and ensure financial records are accurate and complete.
• Prepare and review financial statements and general ledger activity.
• Identify and resolve accounting discrepancies and issues.
• Ensure high-quality and timely client deliverables.

Tax Preparation & Compliance

• Prepare and review individual and business tax returns.
• Assist with tax planning, compliance, and research.
• Gather and organize client tax information and supporting documentation.
• Address accounting and tax questions and support clients throughout tax season.
• Work closely with the CPA to ensure accurate and timely tax deliverables.

Client Management

• Manage multiple client engagements and deadlines simultaneously.
• Communicate professionally and proactively with clients.
• Follow up on outstanding information and resolve issues before they become problems.
• Serve as a reliable point of contact for day-to-day accounting questions.

Team Leadership & Process Improvement

• Review the work of junior accounting staff for accuracy and completeness.
• Mentor and support junior team members as the accounting team grows.
• Help develop and improve accounting workflows, documentation, and quality-control processes.
• Serve as a first point of escalation for accounting-related questions.
• Identify opportunities to improve efficiency, standardize processes, and reduce errors.

Requirements

What We're Looking For

• 5–7+ years of public accounting or client accounting experience
• Experience working with Drake Tax and TaxDome — required
• QuickBooks Online experience — required
• Strong bookkeeping and accounting fundamentals
• Experience preparing business and/or individual tax returns
• Experience managing multiple clients and competing deadlines
• Excellent attention to detail and strong organizational skills
• Strong written and spoken English
• Ability to work independently with minimal supervision
• Strong ownership, follow-through, and problem-solving skills

Preferred Qualifications

• CPA or CPA candidate
• Experience working for a U.S. CPA firm
• Experience supervising, mentoring, or managing remote accounting teams
• Experience with client-facing accounting and advisory work

Why Join Us?

• Fully remote position
• Opportunity to build and lead a growing accounting team
• Exposure to bookkeeping, tax, fractional CFO, and M&A advisory
• Direct collaboration with an experienced CPA and former Wall Street finance professional
• Long-term career growth and leadership opportunities
• Opportunity to make a meaningful impact as the firm expands

Benefits

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
• Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you. 
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.

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Application Process:

• As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page).
• Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps.
• Please treat this recording as you would a real interview:
• Come prepared and make sure you’re clearly visible on camera.
• Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection.
• We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.