Job Type
Full-time
Description
Position SummaryThe Corporate Senior Accountant fulfills a vital dual role within our organization. Responsibilities are split between working on our internal corporate financial infrastructure and direct participation in the strategic growth of a new QuickBooks-centered business line. This individual executes advanced corporate accounting transactions, manages the month-end close, reviews staff workflows, and coordinates directly with the CFO and VP of Accounting. Concurrently, they architect external client onboarding frameworks, track client project costs, and scale the operational delivery of our QuickBooks services ecosystem.
Expected Leadership & Practice-Building Competencies- Mentorship & Development: Actively coach current and future internal junior team members, leverage individual strengths, and provide structured training on advanced accounting software and client frameworks.
- Collaborative Leadership: Champion an inclusive, high-performing team culture across both corporate and client-facing divisions; manage shifting priorities and change management with resilience.
- Strategic Communication: Build strong relational networks within and outside the organization; confidently partner with senior leadership (CFO and VP of Accounting) on personnel, client onboarding, and division constraints.
- Division & Practice Growth: Ability to spearhead a new business line, design onboarding workflows for external clients, and align service offerings with overall organizational strategy.
Requirements
Role-Specific ResponsibilitiesCorporate Financial Execution & Close Management- Learn current workflows and the invoicing process
- Prepare and execute complex general ledger entries, calculations, and month-end/quarter-end/year-end corporate closing activities.
- Maintain, review, and reconcile balance sheet, bank, credit card, and intercompany accounts to ensure data integrity.
- Perform initial corporate financial analysis, prepare draft statements, and clarify budget-to-actual variances.
- Research and apply GAAP accounting standards across unique corporate reporting scenarios, M&A due diligence, and divestitures.
- Support corporate and multi-state tax compliance matters, external audits, and regulatory inquiries.
Staff Oversight & Operations- Review internal accounting staff work products to ensure accurate, compliant, and timely results.
- Coordinate with executive leadership to run staff development initiatives, providing backup coverage for team members when necessary.
- Drive continuous process improvements, maximizing integrations between accounting systems, CRM, and project management platforms.
QuickBooks Financial Integration Specialist and Client Management- Lead the creation and expansion of a new business division focused on the QuickBooks ecosystem under the guidance of the CFO and VP of Accounting.
- Manage the onboarding framework for new external clients, ensuring smooth data migration and clear initial financial structuring.
- Oversee project budgets, prepare client estimates, and track client costs utilizing existing software including but not limited to QuickBooks, BQE Core, and Salesforce.
- Train and upskill team members to execute client-specific accounting calculations, automation workflows, and transaction recording.
- Participate in industry organizations, professional networks, and speaking engagements to promote the business line as opportunities allow.
Minimum Qualifications:- Education: Preference bachelor's degree in accounting with minor in finance or MIS.
- Experience: 5 - 7 years of progressive accounting experience, ideally blending corporate accounting with client-facing advisory services.
- QuickBooks Mastery: Advanced, direct expertise with QuickBooks Online Advanced (certifications preferred).
- Systems & Software: Direct experience utilizing BQE Core (or similar project management billing/time-tracking software), Salesforce (for CRM/project management), and Paylocity (or comparable payroll systems).
- Technical Excel: Advanced proficiency in Microsoft Excel (complex formulas, VLOOKUPs, pivot tables, data modeling).
- Core Skills: Exceptional client-facing communication skills, an entrepreneurial mindset, and sharp critical-thinking capabilities.
Preferred Qualifications:- Active CPA credential or clear progress toward completion.
- Direct experience accounting for Employee Stock Ownership Plans (ESOP) and related transaction nuances.
- Background supporting Mergers & Acquisitions (M&A) financial integrations.
- Proven record of managing multi-system software integrations and platform data syncing.
