[Remote] Senior Accountant / Client Advisory Manager
Note: The job is a remote job and is open to candidates in USA. DeLucia CPA is a growing CPA firm that serves closely held professional practices such as med spas and medical practices. They are seeking a Senior Accountant / Client Advisory Manager who enjoys diagnosing financial issues, reviewing accounting work, and helping clients understand their numbers.
Responsibilities
⢠Review client accounting files after junior staff complete bookkeeping work
⢠Identify issues in financial statements and determine how to correct them
⢠Train junior staff on corrections so issues do not repeat
⢠Communicate with clients to resolve open items and questions
⢠Ensure financials are accurate and ready for management reporting and tax preparation
⢠Review business and individual tax returns when needed
⢠Think through tax planning items such as estimated tax payments and changes in profitability
⢠Help improve internal workflows and processes
⢠Occasionally jump in to resolve accounting issues directly when needed
Skills
⢠6+ years of public accounting experience
⢠Strong understanding of both tax and accounting
⢠Ability to diagnose and correct accounting issues quickly
⢠Experience reviewing financial statements and staff work
⢠Comfortable communicating directly with clients
⢠Experience mentoring or training junior staff
⢠CPA preferred
Benefits
⢠Paid sick time
⢠Work from home
Company Overview
⢠DeLucia CPA is an accounting company that provides tax preparation and payroll services. It was founded in 2013, and is headquartered in St. Petersburg, Florida, USA, with a workforce of 2-10 employees. Its website is https://deluciacpa.com.
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Responsibilities
⢠Review client accounting files after junior staff complete bookkeeping work
⢠Identify issues in financial statements and determine how to correct them
⢠Train junior staff on corrections so issues do not repeat
⢠Communicate with clients to resolve open items and questions
⢠Ensure financials are accurate and ready for management reporting and tax preparation
⢠Review business and individual tax returns when needed
⢠Think through tax planning items such as estimated tax payments and changes in profitability
⢠Help improve internal workflows and processes
⢠Occasionally jump in to resolve accounting issues directly when needed
Skills
⢠6+ years of public accounting experience
⢠Strong understanding of both tax and accounting
⢠Ability to diagnose and correct accounting issues quickly
⢠Experience reviewing financial statements and staff work
⢠Comfortable communicating directly with clients
⢠Experience mentoring or training junior staff
⢠CPA preferred
Benefits
⢠Paid sick time
⢠Work from home
Company Overview
⢠DeLucia CPA is an accounting company that provides tax preparation and payroll services. It was founded in 2013, and is headquartered in St. Petersburg, Florida, USA, with a workforce of 2-10 employees. Its website is https://deluciacpa.com.
Apply tot his job
Apply To this Job