Senior Accountant (Tax & Client Accounting) | Work from Office

We’re Hiring: Senior Accountant (Tax & Client Accounting)!

Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!

Attach this together with your updated CV to become a priority applicant!

Schedule: Night Shift

Job Description:

You will play a key role in managing financial operations for multiple clients, including bookkeeping, payroll, and tax preparation, while leveraging modern tools and technology to deliver efficient, high-quality results.

You will be part of a collaborative and supportive team where your contributions are valued, and you’ll have opportunities for professional growth as the organization continues to expand.

To Be Considered for This Position

Please add a one-paragraph description at the top of your resume or include a cover letter explaining why you would be a strong fit for this role.

Qualification and requirements:

• Minimum of 5 years of experience performing bank reconciliations, account analysis, payroll, and issuing financial reports on behalf of a Certified Public Accounting firm
• Bachelor's degree in accounting or another related career field
• Solid understanding of accounting principles (GAAP)
• QuickBooks Online ProAdvisor Certification (or completed within 30 days of hire), with hands-on experience running payroll in Gusto
• Hands-on experience preparing returns in CCH Axcess Tax (Pro)
• Resourceful with AI tools—comfortable using Claude (or similar) to accelerate analysis, draft client communications, summarize documents, and streamline repetitive workflows
• Highly responsive to CPA and client requests
• Self-starter able to work autonomously without constant or direct supervision
• Strong technical skills and great attention to detail

• U.S. tax experience (individual and business returns)
• Strong verbal and written communication skills
• Strong interpersonal skills and not afraid to ask questions
• Strong project management skills
• Superior client service abilities
• Team player with a positive attitude who takes on other administrative projects as needed
• Proficient with a cloud-based work environment
• Proficient with Zoom, Google Workspace, and Microsoft Office (Word, Excel)
• Familiar with U.S. investment real estate depreciation
• Experience with Wealthbox CRM is a plus

Key Responsibilities:

• Managing, categorizing, and reconciling financial transactions for multiple clients in QuickBooks Online
• Preparing financial statements, running payroll through Gusto, closing out the month, and timely delivering financial statements by the 5th of the following month
• Managing the process of preparing, communicating, and completing U.S. tax returns in CCH Axcess Pro and assisting the CPA
• Communicating with the CPA to understand and serve client needs
• Creating and tracking client invoicing when appropriate
• Leveraging AI tools (e.g., Claude) to accelerate analysis, document review, and client-facing drafts

• KPIs are tied to wage increases and bonus potential.

1. Timely Financial Statements (20%)

• Percentage of financial statements delivered to clients by the 5th–10th business day of the following month
• YTD vs. prior YTD with % comparison from prior period
• Balance sheet (verified reconciled)
• Current month P&L

1. Client Communication Score (20%)

• Aim for 95% or above to ensure timeliness and client satisfaction (4.5 or higher)
• Respond to requests as quickly as possible, no later than 4 hours. If a request falls on a weekend, respond within the first hour of the following business day

1. Managing Information Process (30%)

• Follow Wealthbox workflow
• Wealthbox task completion rate evaluated weekly
• Work with the CFP to ensure documents and tax projections are filed immediately
• Send the initial email to the client with the shared folder during tax kickoff season
• Update and include the questionnaire to clients and own the follow-up to get them all in the client file
• Use last year's return as the baseline for tax projection or tax preparation
• Discuss changes from prior year and clarify the actual year
• The firm will have client Schwab or Fidelity 1099s, margin interest, and investment management fees—obtain from the operations manager
• Weekly audit each client file during tax season and email the client with missing information, cc'ing team members

1. Reliability (15%)

• Work hours are 8:00 AM – 4:00 PM PST
• Provide 1 week advance notice if you need a different work schedule on a particular day
• Provide 2 weeks advance notice for any other SIL (PTO) days

1. Quarterly Estimate Reminders (10%)

• At the first of the quarterly month, send tax reminders and ask if clients would like us to pay on their behalf
• Confirm with outside providers on quarterly payments for designated clients

1. Assistance with Tax Projections (10%)

• Upload all 1040s to Holistiplan
• Review year-end business returns
• Estimated yearly percentage increase/decrease in revenue

1. Enter Data in CCH Axcess Pro for Personal Tax Clients with Accuracy (10%)
2. IRS and State/Local Correspondence

• Prioritize follow-up with the IRS and state/local tax agencies on client correspondence matters to alleviate uncertainty

1. Billing & Collections

• Send invoices to clients, collect tax payments, and update billing so it is automated

Non-negotiable skills & requirements:

• Minimum of 5 years of experience performing bank reconciliations, account analysis, payroll, and issuing financial reports on behalf of a Certified Public Accounting firm
• Bachelor's degree in accounting or another related career field
• Solid understanding of accounting principles (GAAP)

Perks & Benefits (Work From Office/Hybrid):

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Up to 24 leave credits per year
• Flexible leave credits which may be used for vacation, emergency and sick leaves
• Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
• Endless opportunities for career advancement
• Exclusive ATM inside the office for employee's convenience
• Annual Performance Review with Salary Increase
• We set you up for success with a company-provided PC/Laptop and fiber internet connection
• Look forward to weekly office perks for work from office staff – Free Coffee, Meals and Beer Fridays!
• Top notch workplace with first class VIP lounge and game rooms
• Child friendly spaces to cater to the needs of employees with children, enhancing work-life balance
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
• International career growth and connections
• Unlimited cash incentives for hired referrals
• Mental Wellness Employee Assistance program through Lifeworks
• In-house psychiatrist available to support employees' well-being
• Become part of the Employee Share Units program
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc

Cloudstaff : Build Your Career, Anywhere

Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.

• Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
• Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
• Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment.

**To become a priority applicant, please share a 1-2 minute video introduction detailing you experience in this specific role. You can upload your video to the CSJobs platforms. Please use a clean, distraction-free background and speak clearly and articulately.