Senior Accountant

Who We Are
At The Tax Team, we’re redefining financial management by delivering high-level expertise in tax, accounting, credit, and business management to empower our clients. We stand by open communication, a dedication to continuous learning, and a team culture that values excellence without sacrificing camaraderie, family, or health. If you’re looking for a role where your skills are valued and where you’re encouraged to lead, learn, and impact – this might be the right fit for you.

The Opportunity
We are seeking a skilled Senior Accountant who will bring technical expertise, strategic insights, and leadership to our team. In this role, you’ll manage complex financial reporting and compliance, guide a team of bookkeepers, and work directly with clients to deliver high-quality financial advisory. If you have experience with investment transactions, implementing accounting processes, and mentoring teams, we invite you to apply.

Your Role & Responsibilities
Financial Leadership: Manage and reconcile client financials, including handling investment accounts, distinguishing trade vs. business transactions, and ensuring monthly books are closed with precision.

Process Improvement: Lead the creation and implementation of streamlined accounting processes that elevate our team’s efficiency and reduce error rates, ensuring all team members adhere to best practices.

Team Management: Supervise and mentor a team of bookkeepers, ensuring high standards for accuracy and timely completion of tasks. Promote an open, collaborative work environment where learning and improvement are valued.

Client Advisory: Provide clients with actionable financial insights, advising on financial planning, compliance, and strategic decision-making to drive client success.

Tech Implementation: Be a key contributor in evaluating and integrating technology solutions, streamlining accounting tasks and data collection, and enhancing our overall tech adoption.

Compliance & Reporting: Prepare, file, and manage accurate tax filings, payroll, and regulatory reports. Maintain organized, accessible records for audit and review.


This Role is for You if:
-You’re detail-oriented, proactive, and driven by delivering excellence in all financial processes.
-You thrive in a collaborative environment, where mentoring and guiding team members is part of the role.
-You’re tech-savvy and excited to integrate new tools to elevate performance and streamline tasks.
-You find purpose in simplifying complex financial data and empowering clients through knowledge.

Required Qualifications
- Experience: 8+ years in accounting or a related field, with experience in financial reporting, compliance, and process implementation.
- Technical Skills: Proficiency in QBO and experience managing e-commerce platforms (e.g., Shopify, Etsy, Stripe, Amazon).
- Analytical Abilities: Strong capability to analyze financial statements and investment bank accounts, sorting complex transactions with precision.
-Leadership: Proven experience managing or mentoring a team, especially in implementing standardized processes.
-Commitment: Ability to work in the EST time zone, with reliable internet and a dedicated workspace.

Why Join The Tax Team?
Impact: Work directly with high-earning clients, providing financial advice that makes a tangible difference.
Growth: Be part of a team that values continuous improvement and supports your professional development.
Culture: Enjoy a supportive, values-driven environment that emphasizes open communication, balance, and a commitment to excellence.