The company is a fast-growing, privately held wealth management firm with integrated accounting, tax, and broker sales services under one roof. We specialize in supporting doctors who own their own practices, including dentists and private medical professionals. We value collaboration, wellness, community service, and building long-term careers not just jobs.

We’re looking for a Senior Accountant Manager to join our accounting team and play a key role in client support, staff mentorship, and financial oversight. This position offers flexibility.

This role is ideal for an analytical, proactive professional who thrives in a collaborative, fast-paced environment. You’ll be responsible for managing financial reporting, analyzing data, ensuring compliance, and contributing to strategic department initiatives.

Key Responsibilities

• Supervise and oversee day-to-day accounting operations for multiple clients.
• Review and finalize monthly, quarterly, and annual financial statements.
• Manage bank reconciliations, journal entries, and month-end close activities.
• Oversee payroll entries and ensure accuracy of financial reporting.
• Maintain fixed assets and depreciation schedules.
• Review and mentor accounting staff to ensure efficiency and accuracy.
• Lead special projects and process improvement initiatives.
• Conduct team training and respond to client requests.
• Maintain adequate records for the preparation of 1099 filings.

Qualifications & Experience

• 2–5+ years of progressive accounting or bookkeeping experience.
• Strong knowledge of accounting principles, including cash and tax basis accounting.
• High level of proficiency in QuickBooks Online.
• QuickBooks Online Certified ProAdvisor (required).
• Strong Microsoft Excel skills.
• Experience with Ramp and/or Rippling is a plus.
• Ability to learn new software and systems quickly.
• Fluent in spoken and written English.

Competencies & Attributes

• Highly organized, detail-oriented, and hands-on.
• Analytical with strong prioritization and multitasking skills.
• Self-driven with the ability to work independently with minimal supervision.
• Strong verbal and written communication skills.
• Professional and confidential in handling sensitive information.
• Collaborative team player who enjoys contributing to a positive work environment.
• Motivated by metrics, feedback, and opportunities for growth.