Senior Accountant
Reports To: CEO & Founder
Employment: Full-Time
Working Hours: 9am to 5pm ET
Function: Accounting Operations / Financial Reporting / Quality Control
About the Role
Taxceed is growing, and we're looking for an experienced Senior Accountant who can independently manage accurate, timely, and reliable accounting and financial reporting for our business clients. Our clients are primarily profitable business owners who rely on accurate financial information to understand their businesses, make better decisions, and manage their tax obligations.
Your mission is to own the accounting function for assigned clients, ensuring their books are accurate, reconciled, current, and ready to support financial decisions and tax planning. We're not looking for someone who simply manages transactions or completes monthly bookkeeping tasks. We need someone who understands accounting, exercises sound judgment, investigates discrepancies, and takes responsibility for the accuracy and completeness of financial reporting.
This is an ownership role. You will independently manage client accounting, maintain high quality standards, resolve problems, and help improve the systems we use to deliver accounting services.
The Three Outcomes You'll Own
1. Accurate Financial Records: Own the integrity of the general ledger and financial records for assigned clients. Ensure transactions are properly recorded, accounts are reconciled, and financial information is complete and reliable.
2. Reliable Financial Reporting: Own the monthly close and preparation of accurate financial statements. Analyze results, investigate unusual balances, and identify material financial issues. The goal: financial information that clients and advisors can confidently use to make decisions.
3. Quality & Execution: Ensure accounting work is completed accurately, consistently, and on time. Resolve complex accounting issues, maintain quality standards, and improve recurring workflows. The goal: dependable accounting delivery without constant supervision.
Key Responsibilities
Accounting & Financial Operations
● Independently manage accounting for multiple business clients using QuickBooks Online
● Oversee general ledger accuracy, transaction classification, and journal entries
● Reconcile bank accounts, credit cards, loans, payroll liabilities, and other balance sheet accounts
● Manage and review accounts receivable, accounts payable, and supporting schedules
● Prepare accruals, prepayments, depreciation entries, and other accounting adjustments
● Investigate unusual transactions, discrepancies, and accounting inconsistencies
● Ensure accounting records are complete, properly supported, and maintained in accordance with applicable accounting principles
Monthly Close & Financial Reporting
● Own the monthly close process for assigned clients from start to finish
● Prepare and review balance sheets, profit and loss statements, and supporting financial schedules
● Analyze monthly financial results, including significant variances and unusual trends
● Ensure material balance sheet accounts are reconciled and supported
● Identify accounting issues affecting profitability, cash flow, and financial reporting
● Prepare financial information and workpapers for tax planning, tax preparation, and advisory services
● Deliver accurate financial statements within agreed deadlines
Quality Control & Technical Judgment
● Perform comprehensive reviews of accounting records and financial statements before delivery
● Resolve complex reconciliations and accounting issues independently
● Identify and correct errors, inconsistencies, and unsupported balances
● Review work prepared by other accounting team members when assigned
● Document accounting adjustments, conclusions, and unresolved issues
● Escalate material financial or accounting concerns with proposed solutions
● Ensure financial information is accurate, consistent, and ready for downstream tax and advisory work
Execution & Continuous Improvement
● Manage assigned client accounting workflows and deadlines in Karbon
● Communicate progress, missing information, and blockers proactively
● Coordinate with tax and advisory team members to ensure financial information is available when needed
● Improve standardized accounting workpapers, checklists, and monthly close procedures
● Identify opportunities to simplify, automate, and improve recurring accounting work
● Use accounting technology and AI tools responsibly while independently verifying accuracy
Qualifications Required
● 5+ years of hands-on accounting experience, including general ledger accounting, reconciliations, and financial reporting
● Strong proficiency with QuickBooks Online
● Demonstrated ability to independently manage accounting and monthly closes for multiple businesses
● Strong understanding of U.S. accounting principles, accrual accounting, and financial statement preparation
● Experience preparing and reviewing balance sheets, profit and loss statements, and supporting schedules
● Ability to independently resolve complex reconciliations and accounting discrepancies
● Strong Excel or Google Sheets skills
● Excellent analytical skills, technical judgment, and attention to detail
● Professional written and verbal English communication skills
● Ability to manage multiple clients, deadlines, and priorities without close supervision
● Demonstrated ownership, accountability, and reliability
● We value demonstrated technical ability, sound judgment, and consistent execution more than credentials or years of experience alone.
Preferred
● Bachelor's degree in Accounting or a related field
● CPA, QuickBooks ProAdvisor certification, or equivalent professional qualification
● Experience working with a U.S.-based CPA or accounting firm
● Experience managing accounting for multiple small and midsize businesses
● Familiarity with Karbon or similar practice management software
● Experience with payroll, accounts payable, accounts receivable, and financial reporting
● Understanding of U.S. business tax reporting requirements and book-to-tax adjustments
● Experience supporting tax planning or CFO advisory services
● Experience reviewing work prepared by junior accountants or bookkeepers
● Familiarity with accounting automation and AI-assisted workflows
This Role Is Not
● A bookkeeping-only position: You must understand the financial statements, accounting treatment, and business implications behind the transactions.
● A junior accounting role: You are expected to independently manage client accounting and resolve routine and moderately complex issues.
● A role where someone else verifies everything: You are responsible for reviewing your work and ensuring financial statements are accurate before delivery.
● A passive execution role: You must identify issues, communicate proactively, and move work forward without repeated reminders.
● A people management position: Your primary responsibility is delivering high-quality accounting, although you may review work prepared by other team members.
The Type of Person
You are an experienced accountant who takes pride in producing accurate, reliable financial information.
You don't simply reconcile accounts. You understand what the numbers mean, recognize when something looks wrong, and investigate until you understand the issue.
You think beyond individual transactions and understand how accounting decisions affect financial reporting, tax preparation, and business decisions.
You're organized, dependable, comfortable with technology, and constantly looking for better ways to work.
Most importantly, you take ownership. When you say a client's financial statements are ready, the team can trust that the accounting has been reconciled, reviewed, and properly documented.
How Success Is Measured
● Monthly closes completed accurately and within agreed deadlines
● All material balance sheet accounts reconciled and supported
● Accurate, complete, and timely financial statements
● Minimal corrections identified during final review
● No recurring preventable errors after feedbackMaterial accounting issues identified and resolved proactively
● Tax and advisory teams consistently receive reliable, ready-to-use financial information
● Accurate Karbon task statuses and proactive communication
● Improvements in accounting efficiency, consistency, and quality
● Increasing independence without sacrificing accuracy
Success means we can confidently assign you responsibility for a client's accounting and trust you to deliver accurate books, reliable financial statements, and a completed monthly close without constant oversight.
How We Work
● Fully remote
● Core hours 9:00 AM – 5:00 PM Eastern Time
● Regular collaboration with our global team
● Standardized workpapers, checklists, and quality control procedures
● QuickBooks Online, Karbon, and modern accounting technology
What We Offer
● Full-time, long-term opportunity with room for growth
● Competitive compensation for your region
● Meaningful responsibility and autonomy
● Direct collaboration with an experienced CPA and firm founder
● Opportunities to develop accounting, financial reporting, and advisory skills
● Technology-enabled environment focused on continuous improvement
Why Taxceed
We help business owners keep more of their success. We're building an accounting firm that goes beyond preparing returns and financial statements to help business owners make better decisions and spend less time managing financial complexity.
We believe technology should handle more of the repetitive work, freeing our team to focus on what matters most: understanding clients, solving problems, and delivering results. Our vision is to make financial complexity invisible to business owners. We're starting with taxes and accounting, and building the systems, technology, and team to make that vision a reality.
We're looking for people who are excited to build something better, take ownership of their work, challenge the way things have always been done, and continuously raise the standard.
Employment: Full-Time
Working Hours: 9am to 5pm ET
Function: Accounting Operations / Financial Reporting / Quality Control
About the Role
Taxceed is growing, and we're looking for an experienced Senior Accountant who can independently manage accurate, timely, and reliable accounting and financial reporting for our business clients. Our clients are primarily profitable business owners who rely on accurate financial information to understand their businesses, make better decisions, and manage their tax obligations.
Your mission is to own the accounting function for assigned clients, ensuring their books are accurate, reconciled, current, and ready to support financial decisions and tax planning. We're not looking for someone who simply manages transactions or completes monthly bookkeeping tasks. We need someone who understands accounting, exercises sound judgment, investigates discrepancies, and takes responsibility for the accuracy and completeness of financial reporting.
This is an ownership role. You will independently manage client accounting, maintain high quality standards, resolve problems, and help improve the systems we use to deliver accounting services.
The Three Outcomes You'll Own
1. Accurate Financial Records: Own the integrity of the general ledger and financial records for assigned clients. Ensure transactions are properly recorded, accounts are reconciled, and financial information is complete and reliable.
2. Reliable Financial Reporting: Own the monthly close and preparation of accurate financial statements. Analyze results, investigate unusual balances, and identify material financial issues. The goal: financial information that clients and advisors can confidently use to make decisions.
3. Quality & Execution: Ensure accounting work is completed accurately, consistently, and on time. Resolve complex accounting issues, maintain quality standards, and improve recurring workflows. The goal: dependable accounting delivery without constant supervision.
Key Responsibilities
Accounting & Financial Operations
● Independently manage accounting for multiple business clients using QuickBooks Online
● Oversee general ledger accuracy, transaction classification, and journal entries
● Reconcile bank accounts, credit cards, loans, payroll liabilities, and other balance sheet accounts
● Manage and review accounts receivable, accounts payable, and supporting schedules
● Prepare accruals, prepayments, depreciation entries, and other accounting adjustments
● Investigate unusual transactions, discrepancies, and accounting inconsistencies
● Ensure accounting records are complete, properly supported, and maintained in accordance with applicable accounting principles
Monthly Close & Financial Reporting
● Own the monthly close process for assigned clients from start to finish
● Prepare and review balance sheets, profit and loss statements, and supporting financial schedules
● Analyze monthly financial results, including significant variances and unusual trends
● Ensure material balance sheet accounts are reconciled and supported
● Identify accounting issues affecting profitability, cash flow, and financial reporting
● Prepare financial information and workpapers for tax planning, tax preparation, and advisory services
● Deliver accurate financial statements within agreed deadlines
Quality Control & Technical Judgment
● Perform comprehensive reviews of accounting records and financial statements before delivery
● Resolve complex reconciliations and accounting issues independently
● Identify and correct errors, inconsistencies, and unsupported balances
● Review work prepared by other accounting team members when assigned
● Document accounting adjustments, conclusions, and unresolved issues
● Escalate material financial or accounting concerns with proposed solutions
● Ensure financial information is accurate, consistent, and ready for downstream tax and advisory work
Execution & Continuous Improvement
● Manage assigned client accounting workflows and deadlines in Karbon
● Communicate progress, missing information, and blockers proactively
● Coordinate with tax and advisory team members to ensure financial information is available when needed
● Improve standardized accounting workpapers, checklists, and monthly close procedures
● Identify opportunities to simplify, automate, and improve recurring accounting work
● Use accounting technology and AI tools responsibly while independently verifying accuracy
Qualifications Required
● 5+ years of hands-on accounting experience, including general ledger accounting, reconciliations, and financial reporting
● Strong proficiency with QuickBooks Online
● Demonstrated ability to independently manage accounting and monthly closes for multiple businesses
● Strong understanding of U.S. accounting principles, accrual accounting, and financial statement preparation
● Experience preparing and reviewing balance sheets, profit and loss statements, and supporting schedules
● Ability to independently resolve complex reconciliations and accounting discrepancies
● Strong Excel or Google Sheets skills
● Excellent analytical skills, technical judgment, and attention to detail
● Professional written and verbal English communication skills
● Ability to manage multiple clients, deadlines, and priorities without close supervision
● Demonstrated ownership, accountability, and reliability
● We value demonstrated technical ability, sound judgment, and consistent execution more than credentials or years of experience alone.
Preferred
● Bachelor's degree in Accounting or a related field
● CPA, QuickBooks ProAdvisor certification, or equivalent professional qualification
● Experience working with a U.S.-based CPA or accounting firm
● Experience managing accounting for multiple small and midsize businesses
● Familiarity with Karbon or similar practice management software
● Experience with payroll, accounts payable, accounts receivable, and financial reporting
● Understanding of U.S. business tax reporting requirements and book-to-tax adjustments
● Experience supporting tax planning or CFO advisory services
● Experience reviewing work prepared by junior accountants or bookkeepers
● Familiarity with accounting automation and AI-assisted workflows
This Role Is Not
● A bookkeeping-only position: You must understand the financial statements, accounting treatment, and business implications behind the transactions.
● A junior accounting role: You are expected to independently manage client accounting and resolve routine and moderately complex issues.
● A role where someone else verifies everything: You are responsible for reviewing your work and ensuring financial statements are accurate before delivery.
● A passive execution role: You must identify issues, communicate proactively, and move work forward without repeated reminders.
● A people management position: Your primary responsibility is delivering high-quality accounting, although you may review work prepared by other team members.
The Type of Person
You are an experienced accountant who takes pride in producing accurate, reliable financial information.
You don't simply reconcile accounts. You understand what the numbers mean, recognize when something looks wrong, and investigate until you understand the issue.
You think beyond individual transactions and understand how accounting decisions affect financial reporting, tax preparation, and business decisions.
You're organized, dependable, comfortable with technology, and constantly looking for better ways to work.
Most importantly, you take ownership. When you say a client's financial statements are ready, the team can trust that the accounting has been reconciled, reviewed, and properly documented.
How Success Is Measured
● Monthly closes completed accurately and within agreed deadlines
● All material balance sheet accounts reconciled and supported
● Accurate, complete, and timely financial statements
● Minimal corrections identified during final review
● No recurring preventable errors after feedbackMaterial accounting issues identified and resolved proactively
● Tax and advisory teams consistently receive reliable, ready-to-use financial information
● Accurate Karbon task statuses and proactive communication
● Improvements in accounting efficiency, consistency, and quality
● Increasing independence without sacrificing accuracy
Success means we can confidently assign you responsibility for a client's accounting and trust you to deliver accurate books, reliable financial statements, and a completed monthly close without constant oversight.
How We Work
● Fully remote
● Core hours 9:00 AM – 5:00 PM Eastern Time
● Regular collaboration with our global team
● Standardized workpapers, checklists, and quality control procedures
● QuickBooks Online, Karbon, and modern accounting technology
What We Offer
● Full-time, long-term opportunity with room for growth
● Competitive compensation for your region
● Meaningful responsibility and autonomy
● Direct collaboration with an experienced CPA and firm founder
● Opportunities to develop accounting, financial reporting, and advisory skills
● Technology-enabled environment focused on continuous improvement
Why Taxceed
We help business owners keep more of their success. We're building an accounting firm that goes beyond preparing returns and financial statements to help business owners make better decisions and spend less time managing financial complexity.
We believe technology should handle more of the repetitive work, freeing our team to focus on what matters most: understanding clients, solving problems, and delivering results. Our vision is to make financial complexity invisible to business owners. We're starting with taxes and accounting, and building the systems, technology, and team to make that vision a reality.
We're looking for people who are excited to build something better, take ownership of their work, challenge the way things have always been done, and continuously raise the standard.