Job Position: Remote Senior Bookkeeper/Accountant
At The Tax Strategist, our mission is to deliver exceptional, personalized accounting and tax services with a caring disposition, unwavering collaboration, and a commitment to excellence. We strive to provide our clients with exclusive, high-end solutions tailored to their unique needs. By fostering strong relationships and a supportive environment, we ensure that every client experience is marked by trust, respect, and attention to detail.
Our continued growth means we have an immediate opening for a Remote Senior Accountant. We provide a supportive and collaborative work environment and encourage staff to develop their skills and grow professionally.
Our key values are:
Caring Disposition: Emphasizing kindness, respect, generosity, patience, non-judgement, and love. This value reflects the company’s commitment to being of service to others and fostering strong, supportive relationships.
Collaboration: Valuing teamwork, mutual benefit, trust, communication, and strong relationships. This value highlights the importance of working together harmoniously and effectively, both internally and with clients.
Exclusivity: Reflecting a preference for high-end, tailored services that cater to clients who seek out the finer things in life. This value encompasses the ability to make choices, a sense of uniqueness, and provide a boutique experience.
Excellence: Pursuing the highest standards in all aspects of the business, including attention to detail, urgency, structure, and financial stability. This value is about delivering impeccable, top-tier services and experiences, valuing aesthetics, and striving for perfection.
Job Description
As a Senior Accountant, you will play a vital role in delivering precise and valuable information to our partner clients. You will be instrumental in developing processes, training team members, executing high-level accounting tasks, ensuring quality control and evaluating our tech stack for continuous improvement. You will have the opportunity to advance into a future managerial role within our prosperous tax & accounting firm, playing a critical part in our growth and reaping the fruits of your labor.
On a daily basis, you will:
Set up and run payroll. Record detailed payroll transactions from third-party payroll provider reports.
Prepare and submit sales tax reports and monitor client sales tax exposure.
Manage client communication
Methodical cleanup of new client’s books.
Recording transactions with correct coding and classes, including detailed splits.
Reconcile all bank, credit card and loan accounts each month.
Create complex journal entries.
Manage transactions from eCommerce sales channels and payment processors to ensure they are properly recorded in accounting records.
Ensure books are tax-ready at end of year.
Communicate with IRS and state departments of revenue to assist in resolving issues.
Collaborate on SOPs and tasks. Prepare Loom videos to train both team and clients.
Preferred Requirements
In-depth knowledge of accounting, payroll, and sales tax.
Experience with practice management software.
Accounting degree is strongly preferred.
Ability to meet deadlines and coordinate with the team.
Thorough knowledge of accounting with a minimum of 5 years’ experience.
QuickBooks Online Advanced ProAdvisor Certification required within 30 days of hire.
Passion for precision and meticulous attention to detail, with an ability to spot and solve errors independently.
Put the secret code number 503 in your application email subject line
Upbeat, organized self-starter able to work with limited oversight
Ability to meet deadlines and promptly respond to requests
Professional communications with clients
Candidates must be based in the United States, and available during working hours in the pacific time zone.
Must be able to follow consistent firm procedures.
Experience creating cash flow forecasting, and monitoring client KPIs is a plus.
Previous exposure to tax work is a plus
CPA or EA license is a plus.
This contract position will initially require a twenty-five-hour+ per week commitment. We expect this position will eventually become full-time and may provide an opportunity to move towards a position as a full-time employee.
Application Requirements:
Please submit a resume and cover letter, including compensation expectations, to hiring@tts.tax
We’d also like you to prepare a brief video (preferably using Loom) that answers the following questions:
Talk about your experience handling accounting for third-party clients. How many clients did you work on simultaneously? What was the size/revenue/industry of your clients?
What is the monthly process you follow to ensure that accounting records are accurate for the client?
Describe a difficult client that you have worked with. What made them a challenge? How did you handle the situation?
Describe your experience with catch-up projects. Describe your experience performing QBO cleanup projects.
