Senior Accountant - CPA

We are seeking an experienced and detail-oriented Senior Accountant to join our remote team. This role will focus on supporting a variety of small business and service-based clients, with an initial emphasis on catch-up and cleanup work. You’ll be responsible for delivering high-quality financial reporting, ensuring accuracy in client accounts, and collaborating closely with team members to build and refine accounting processes.

The ideal candidate is a CPA with strong experience in QuickBooks Online, a proactive mindset, and the ability to work independently while coordinating effectively within a remote team structure.

Key Responsibilities

• Perform daily transaction coding and categorization in QuickBooks Online
• Complete bank reconciliations across multiple client accounts to ensure accuracy
• Prepare financial statements and ensure proper account classifications
• Review and analyze financial data to identify discrepancies (e.g., negative liability accounts)
• Support catch-up and cleanup projects for clients with backlog work
• Apply basic accounting theory to correctly categorize expenses vs. cost of goods sold
• Maintain organized digital filing systems using Google Drive and Canopy Tax
• Work individually and/or with the assistance of a Bookkeeper to complete assigned tasks
• Coordinate with the Team Lead/Manager to provide input and help solidify standardized accounting processes (e.g., for a continuity binder)