The posting
Pay: up to $2500
About Us
We are a boutique accounting and advisory firm serving small and mid-sized businesses with a combination of:
- Bookkeeping and accounting
- Tax preparation and compliance
- Fractional CFO services
- M&A and financial advisory
Our clients rely on us for accurate financial information and strategic advice. We're growing steadily and are looking for an experienced accounting professional who wants to become a key leader within the firm.
What You'll Do
Client Accounting
- Manage bookkeeping for multiple client accounts
- Perform monthly reconciliations and close processes
- Prepare and review financial statements
- Maintain accurate general ledger records
- Ensure high-quality client deliverables
Tax Support
- Prepare and review business and individual tax returns
- Assist with tax planning and compliance
- Research accounting and tax issues as needed
- Support clients throughout tax season
Team Leadership
- Mentor and supervise junior accounting staff
- Review work for accuracy and completeness
- Improve workflows, documentation, and quality control
- Help build and scale the accounting team over time
- Serve as the first point of escalation for accounting questions
Client Service
- Communicate professionally with clients
- Resolve accounting issues proactively
- Manage deadlines across multiple engagements
- Deliver consistent, accurate work with minimal supervision
Requirements
Required Qualifications
- 5–7+ years of public accounting or client accounting experience
- Experience with Drake Tax, and TaxDome required
- Experience with QuickBooks Online is required
- Strong bookkeeping and accounting fundamentals
- Experience preparing business and/or individual tax returns
- Ability to manage multiple clients simultaneously
- Excellent attention to detail
- Strong organizational and time-management skills
- Excellent written and spoken English
- Ability to work independently with minimal oversight
Qualifications
- CPA or CPA candidate preferred
- Experience working in a U.S. CPA firm
- Experience managing remote teams
Who Will Thrive in This Role
We're looking for someone who is:
- Highly reliable and dependable
- Proactive rather than reactive
- Comfortable taking ownership
- Calm under deadlines
- Detail-oriented without sacrificing efficiency
- Interested in growing into a long-term leadership position
What Success Looks Like
Within your first 6–12 months, you'll:
- Independently manage a portfolio of client accounts
- Deliver consistently accurate bookkeeping and tax work
- Require minimal oversight
- Begin supervising and developing junior accounting staff
- Help improve internal processes as the firm continues to grow
Why Join Us?
- Fully remote position
- Opportunity to build and lead a growing accounting team
- Exposure to bookkeeping, tax, CFO advisory, and M&A work
- Long-term career growth in a high-impact role
- Work directly with an experienced CPA and former Wall Street finance professional
Benefits
- Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
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Application Process:
- As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page).
- Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps.
- Please treat this recording as you would a real interview:
- Come prepared and make sure you’re clearly visible on camera.
- Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection.
- We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.
