Senior Accountant – Client Accounting, Tax

Elevate and Delegate

. Manage bookkeeping and accounting activities for multiple client accounts .

Posted 10/12/2026full-timeRemote • Philippines, Mexico, IndiaSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in bookkeeping, accounting, and tax preparation for multiple clients, ensuring compliance and accuracy in financial records. Proficient in managing client engagements, mentoring junior staff, and improving accounting workflows.

Highest-signal resume keywords

Public Accounting ExperienceDrake Tax ProficiencyQuickBooks Online ExperienceTax Return PreparationClient Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BookkeepingAccounting FundamentalsFinancial Statement PreparationTax PlanningAccount ReconciliationGeneral Ledger ActivityTax ComplianceProblem-SolvingWorkflow ImprovementQuality Control

Soft Skills

Attention to DetailOrganizational SkillsCommunication SkillsIndependenceMentoring

Tools & Technologies

Drake TaxTaxDomeQuickBooks Online

Certifications & Qualifications

CPACPA Candidate

Industry Keywords

Public AccountingClient AccountingTax ReturnsU.S. CPA FirmClient-Facing Accounting

About the role

Key responsibilities & impact

Manage bookkeeping and accounting activities for multiple client accounts
Perform monthly bank, credit card, and account reconciliations
Support month-end close processes and ensure accurate, complete financial records
Prepare and review financial statements and general ledger activity
Identify and resolve accounting discrepancies and issues
Ensure high-quality and timely client deliverables
Prepare and review individual and business tax returns
Assist with tax planning, compliance, and research
Gather and organize client tax information and supporting documentation
Address accounting and tax questions and support clients during tax season
Work closely with the CPA on tax deliverables
Manage multiple client engagements and deadlines
Communicate proactively with clients and follow up on outstanding information
Serve as a point of contact for day-to-day accounting questions
Review, mentor, and support junior accounting staff
Improve accounting workflows, documentation, and quality-control processes
Serve as a first escalation point for accounting-related questions
Identify efficiency improvements, standardize processes, and reduce errors

Requirements

What you’ll need

5–7+ years of public accounting or client accounting experience
Experience with Drake Tax and TaxDome — required
QuickBooks Online experience — required
Strong bookkeeping and accounting fundamentals
Experience preparing business and/or individual tax returns
Experience managing multiple clients and competing deadlines
Excellent attention to detail and strong organizational skills
Strong written and spoken English
Ability to work independently with minimal supervision
Strong ownership, follow-through, and problem-solving skills
CPA or CPA candidate preferred
Experience working for a U.S. CPA firm preferred
Experience supervising, mentoring, or managing remote accounting teams preferred
Experience with client-facing accounting and advisory work preferred

Benefits

Comp & perks

Direct client communication and independent handling of client-related matters
Salary/payments handled directly by the client
Vacation leaves and holidays aligned with client business needs and policies
Opportunity to build and lead a growing accounting team
Exposure to bookkeeping, tax, fractional CFO, and M&A advisory
Direct collaboration with an experienced CPA and former Wall Street finance professional
Long-term career growth and leadership opportunities
Meaningful impact as the firm expands
Loom video application process with interview guidance