Accountant & US Tax Manager

***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