Get AI-powered advice on this job and more exclusive features. Job Description The Senior Accountant/Controller provides clients, such as small to mid-size businesses and high net worth individuals, with services that help them analyze financial information to make important business decisions. They take ownership of all accounting aspects and reporting, including bookkeeping, cost analysis, financial margin reviews, financial system reviews, and company revenue and expenditures. Responsibilities include preparing financial reports, performing account reconciliations, maintaining the general ledger, preparing tax returns, assisting with audit preparations, and performing other accounting duties as assigned. Main Responsibilities Interact with business owners, providing high-level insights and advanced analysis on their financials and performance. Demonstrate expertise in accrual basis financial reporting, including deferred revenue. Establish and maintain financial processes, including implementing control environments, setting accounting policies, owning core systems, and designing process improvements. Plan, direct, and manage all accounting operations (e.g., payroll, revenue recognition). Verify, allocate, post, and reconcile accounts payable and receivable. Produce error-free accounting reports and present the results. Show knowledge of debt and equity/cap table presentation and partnership reporting. Reconcile tax returns with books and records. Set up and manage cloud technology integrations as needed. General Responsibilities Build, lead, manage, and scale core accounting functions, including technical accounting, compliance, tax, and financial reporting. Assist with scaling workflows by implementing best practices to support growth. Own the financial close process and related reporting to ensure accuracy and timeliness. Develop and apply accounting policies as the company evolves. Oversee and implement financial systems improvements, automation, and new technologies. Review workflows and operations, recommending technology and app solutions to increase efficiency. Skills and Qualifications Bachelor's or Master's degree in accounting or finance. 3-5 years of experience in accounting and bookkeeping. Knowledge of Xero or QuickBooks Online. Experience with US corporate and personal tax preparation. Experience with Shopify, Bill.com, and payroll platforms (ADP, Paychex, Gusto) is a plus. Excellent verbal and written communication skills. Proficiency with Google Suite and Microsoft Excel. Prior managerial experience is a plus. Experience working with US companies is a plus. English proficiency at C1 level is required. Preferred Certifications/Experience Experience preparing corporate/partnership returns (1120, 1120S, 1065). At least two years of client relationship management experience. Cloud-based and remote accounting experience. Public accounting experience. Payroll and sales/use tax experience. Experience with CCH products is a plus. Additional Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing and Finance Industry: Accounting #J-18808-Ljbffr