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Elevate and DelegateSenior Accountant- Client Accounting & Tax
Elevate and Delegate is recruiting a Senior Accountant for client accounting and tax work. The position is fully remote and follows a Monday-to-Friday schedule aligned with…
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About This Role
Elevate and Delegate is recruiting a Senior Accountant for client accounting and tax work. The position is fully remote and follows a Monday-to-Friday schedule aligned with U.S. business hours. The firm is a boutique practice serving smaller and mid-market businesses with bookkeeping, tax work, fractional CFO help, and deal and transaction advice. Each day, the accountant keeps several clients' books current, reconciles bank and card accounts every month, and helps…
Job Description
Elevate and Delegate is recruiting a Senior Accountant for client accounting and tax work. The position is fully remote and follows a Monday-to-Friday schedule aligned with U.S. business hours. The firm is a boutique practice serving smaller and mid-market businesses with bookkeeping, tax work, fractional CFO help, and deal and transaction advice.
Each day, the accountant keeps several clients' books current, reconciles bank and card accounts every month, and helps wrap up each month's close. The work includes preparing and reviewing financial statements and general ledger detail, and tracking down and fixing discrepancies in client records. Deliverables must be accurate and submitted on schedule.
On the tax side, the accountant prepares and reviews individual and business returns, helps with tax planning and research, and gathers and organises client documents. During tax season the accountant works closely with the firm's CPA. The role also means communicating with clients, managing several engagements and deadlines at once, and serving as the day-to-day point of contact for accounting questions.
Over time the position takes on supervisory duties. The accountant reviews junior staff output, mentors them, and helps refine workflows, documentation and quality control. The job may develop into a leadership position as the firm grows.
Applicants should have five to seven or more years of public or client accounting experience. Hands-on work with Drake Tax, TaxDome and QuickBooks Online is required, along with solid bookkeeping fundamentals, experience preparing business or personal returns, and the ability to work without close supervision. A CPA or CPA candidate status, experience with a U.S. CPA firm, and experience supervising remote staff are preferred.
Responsibilities
- Manage bookkeeping and accounting for several client accounts
- Reconcile bank, card and other accounts every month
- Help close each month and draft and check financial statements and ledger entries
- Draft and check personal and company tax filings
- Assist with tax strategy, filing compliance and research
- Keep clients informed and chase missing information
- Review junior staff work and mentor them
- Improve how accounting work is organised, recorded and checked
Requirements
- Five to seven or more years of public or client accounting experience
- Required experience with Drake Tax and TaxDome
- Required experience with QuickBooks Online
- Solid bookkeeping and accounting fundamentals
- Experience preparing business or individual tax returns
- Experience juggling several clients and competing deadlines
- Careful attention to detail, strong organisation, and clear written and spoken English
- Ability to work independently with little supervision
Qualifications
- CPA or CPA candidate status
- Experience with a U.S. CPA firm
- Experience supervising or managing remote accounting staff
- Client-facing accounting and advisory experience
Core Skills
Benefits
- Fully remote work
- Scope to grow a team that is expanding
- Experience across bookkeeping, taxes, fractional CFO and deal advisory
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What hours does the role run?
It runs Monday to Friday on U.S. business hours and is fully remote.
Who pays for the work?
The posting says clients make the payments, and Elevate and Delegate does not process payroll. The accountant is paid directly by the client.
How is the application handled?
Applicants record video answers to the initial interview questions. Shortlisted responses are passed to the client for review.
Who decides vacation and holiday time?
The client has the final say on vacation and holidays, and the accountant is expected to schedule around the client's business needs and policies.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.