Accountant & US Tax Manager

Job description

***Who are we?*** The Company is a client-focused CPA firm serving individuals, businesses, and nonprofit organizations across a wide range of industries. We are currently seeking a well-rounded, detail-oriented, and proactive professional to step into a hybrid role encompassing accounting, tax preparation & review, and client communication management for US based clients. ***About the role*** This role works exclusively **with U.S. based clients**, serving clients under U.S. GAAP and the U.S. federal and state tax framework. Reporting to the firm's owner, this position plays a central role in ensuring efficient internal operations, exceptional client service, and accurate financial reporting. ***What you'll do*** **Accounting (full-cycle bookkeeping & reconciliation)** - Manage full-cycle bookkeeping and account reconciliations for monthly, quarterly, and semiannual clients across a wide range of industries. - Perform monthly bank and credit card reconciliations, ensuring financial records are accurate and up to date. - Investigate discrepancies, correct coding errors, prepare and post journal entries and adjusting entries in compliance with US GAAP. - Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings. - Provide support during external audits, including compiling documentation, reconciling accounts, and resolving auditor questions. - Review client general ledger data to identify irregularities and implement corrective adjustments for clean financials. - Maintain organized digital records of all client financials, reports, and internal communications to ensure audit readiness and operational transparency. **Tax preparation, review & workflow management** - Prepare, review, and present accurate consolidated and entity-level financial statements and management reporting packages - Prepare complex tax returns for businesses (1120, 1120S, 1065) and individuals, including multi-state filings, self-employment income, and rental property activity - Ensure timely and accurate filing of sales tax returns, business entity reports, and other required filings - Review returns prepared by staff, ensuring accuracy, compliance, and completeness before final submission - Coordinate internal tax workflow, track return statuses, and assign preparation tasks to ensure timely progress across all client accounts - Collaborate directly with the firm's owner to identify applicable deductions and credits and gather supporting documentation from clients - Maintain strong knowledge of current federal and state tax laws and proactively adjust practices to ensure compliance and tax optimization - Deliver clear analysis of business performance, unit economics, margins, and portfolio trends across operations - Lead budgeting, forecasting, rolling re-forecasts, and cash-flow planning, with variance analysis against plan to support short- and long-term decision-making **Client communication & office coordination** - Serve as the primary point of contact for clients across all service areas, managing inbound calls, emails, and messages in a prompt and professional manner - Address client questions regarding tax documents, financial reports, account reconciliations, and - payment processing, escalating matters to the owner when appropriate - Provide support during external audits, including compiling documentation, reconciling accounts and resolving auditor questions - Maintain internal workflows to support daily office operations, including document routing, data requests, and CRM upkeep - Represent the firm's values of integrity, reliability, and exceptional service in every client interaction ***What we're looking for*** - This position serves **U.S. clients exclusively** — **U.S. tax experience and U.S. GAAP experience are strongly preferred** - Associate's or Bachelor's degree in Accounting or a related field (or equivalent experience) - 3+ years of experience in public accounting, bookkeeping, and/or tax preparation - Strong proficiency in QuickBooks Online, Microsoft Excel, Word, and client management software - Thorough understanding of Generally Accepted Accounting Principles (GAAP) - Excellent communication, time management, and organizational skills, with strong attention to detail - Ability to work independently and manage competing priorities and deadlines with professionalism and accuracy ***Nice to have*** - QuickBooks Online ProAdvisor Certification - Experience with Intuit ProConnect and Zoho Books - Tax preparation experience, including business and/or individual returns (1120, 1120S, 1065) and multi-state filings - Experience with multi-entity reporting and nonprofit or small business financials - US CPA is a plus, but not required - A positive, client-focused attitude with strong written and verbal communication skills ***Compensation & Benefits*** - Competitive base salary - Comprehensive health, dental, and vision coverage. - Paid time off