Client ownership: Manage day‑to‑day accounting for 15+ clients; maintain accuracy and GAAP compliance.
Inbox management: Triage and respond to client emails; resolve ~80% autonomously and escalate the rest with context and recommendations.
Full‑cycle accounting: AP/AR, payroll journal posting, journal entries, and clean GLs.
Month‑end close: Reconciliations, accruals, AJEs, self‑review, variance explanations, and financial review.
Financial reporting: Prepare/review monthly & quarterly financials (P&L, Balance Sheet, Cash Flow) plus management reports.
Revenue recognition & accruals: Apply GAAP principles; ensure timely, accurate entries.
Process improvement: Identify gaps; standardize workflows, checklists, and documentation.
Tools: Work primarily in QBO/Xero; familiarity with Canopy practice management is a plus.

Bachelor’s degree in Accounting/Finance (or related)
3–5+ years accounting experience (client‑facing CAS or public accounting preferred)
Strong accrual accounting & GAAP; proven month‑end close ownership
Excellent written English; concise, structured client emails
Demonstrated self‑review practices (checklists, tie‑outs, variance analysis)
Proficiency in QBO and/or Xero; Canopy familiarity is a plus
High judgment, curiosity, and follow‑through; comfortable asking clarifying questions
Ability to work independently across multiple client relationships

Senior Accountant

About this role