Senior Accounting Assistant | Accounting & Financial Services Industry

About the Role
We are seeking a proactive and detail-oriented Accountant / Senior Accounting Assistant to
support a growing U.S.-based accounting firm. This role is ideal for someone with strong
bookkeeping and accounting experience who can not only manage day-to-day financial tasks
but also contribute strategic insights and problem-solving support.

The successful candidate will work directly with the firm owner, helping manage multiple client
accounts, maintain financial accuracy, and create capacity for business growth.

Key Responsibilities

Accounting & Bookkeeping
● Perform account reconciliations and investigate discrepancies.
● Maintain accurate financial records within QuickBooks and Sage.
● Review and reconcile cash balances and financial reports.
● Manage accounts payable and accounts receivable functions.
● Assist with month-end and year-end closing processes.
● Support bookkeeping activities across multiple client accounts.

Financial Reporting & Analysis
● Prepare financial reports and cash flow summaries.
● Monitor and analyse financial data to identify inconsistencies and trends.
● Assist in creating and maintaining financial workbooks and forecasting models.
● Support investor and management reporting requirements for startup and growth-stage
businesses.
● Help develop financial projections and scenario analyses.

**Tax & Audit Support
**● Assist with tax season preparation and administrative support.
● Enter and organise tax-related data for approximately 260 annual tax clients.
● Support audit preparation, documentation gathering, and reconciliations.
● Ensure client records are accurate and audit-ready.
Administrative & Client Support

● Help maintain service standards across a portfolio of approximately 12–13 accounting
clients.
● Monitor deadlines and ensure client deliverables are completed on time.
● Communicate professionally with the firm owner regarding priorities and workload
management.
● Provide dependable support that enables the owner to focus on higher-level advisory
and CFO responsibilities.

Ideal Candidate Profile

Required Skills & Experience
● Strong accounting and bookkeeping background.
● Experience with QuickBooks Online/Desktop.
● Experience with Sage accounting software or ability to learn quickly.
● Excellent reconciliation and financial reporting skills.
● Strong data entry accuracy and attention to detail.
● Experience supporting multiple clients or entities simultaneously.
● Advanced Microsoft Excel and spreadsheet skills.

**
Preferred Qualifications
**● Accounting degree or equivalent accounting qualification.
● Experience working with U.S.-based accounting practices.
● Familiarity with U.S. tax preparation processes.
● Experience supporting audits.
● Experience in construction industry accounting.
● Exposure to startup, investor reporting, or CFO-level financial planning activities.

**
Personal Attributes
**● Strategic thinker who can contribute ideas and solutions.
● Highly organised and self-managed.
● Strong analytical and problem-solving abilities.
● Comfortable working independently in a remote environment.
● Reliable, proactive, and capable of taking ownership of tasks.
● Strong communication skills and ability to collaborate closely with the business owner.

Success in This Role
The ideal candidate will become a trusted extension of the business, helping reduce operational
bottlenecks, improve financial accuracy, support client delivery, and create capacity for the
firm's continued growth.

About the Role
We are seeking a proactive and detail-oriented Accountant / Senior Accounting Assistant to
support a growing U.S.-based accounting firm. This role is ideal for someone with strong
bookkeeping and accounting experience who can not only manage day-to-day financial tasks
but also contribute strategic insights and problem-solving support.

The successful candidate will work directly with the firm owner, helping manage multiple client
accounts, maintain financial accuracy, and create capacity for business growth.

Key Responsibilities

Accounting & Bookkeeping
● Perform account reconciliations and investigate discrepancies.
● Maintain accurate financial records within QuickBooks and Sage.
● Review and reconcile cash balances and financial reports.
● Manage accounts payable and accounts receivable functions.
● Assist with month-end and year-end closing processes.
● Support bookkeeping activities across multiple client accounts.

Financial Reporting & Analysis
● Prepare financial reports and cash flow summaries.
● Monitor and analyse financial data to identify inconsistencies and trends.
● Assist in creating and maintaining financial workbooks and forecasting models.
● Support investor and management reporting requirements for startup and growth-stage
businesses.
● Help develop financial projections and scenario analyses.

**Tax & Audit Support
**● Assist with tax season preparation and administrative support.
● Enter and organise tax-related data for approximately 260 annual tax clients.
● Support audit preparation, documentation gathering, and reconciliations.
● Ensure client records are accurate and audit-ready.
Administrative & Client Support

● Help maintain service standards across a portfolio of approximately 12–13 accounting
clients.
● Monitor deadlines and ensure client deliverables are completed on time.
● Communicate professionally with the firm owner regarding priorities and workload
management.
● Provide dependable support that enables the owner to focus on higher-level advisory
and CFO responsibilities.

Ideal Candidate Profile

Required Skills & Experience
● Strong accounting and bookkeeping background.
● Experience with QuickBooks Online/Desktop.
● Experience with Sage accounting software or ability to learn quickly.
● Excellent reconciliation and financial reporting skills.
● Strong data entry accuracy and attention to detail.
● Experience supporting multiple clients or entities simultaneously.
● Advanced Microsoft Excel and spreadsheet skills.

**
Preferred Qualifications
**● Accounting degree or equivalent accounting qualification.
● Experience working with U.S.-based accounting practices.
● Familiarity with U.S. tax preparation processes.
● Experience supporting audits.
● Experience in construction industry accounting.
● Exposure to startup, investor reporting, or CFO-level financial planning activities.

**
Personal Attributes
**● Strategic thinker who can contribute ideas and solutions.
● Highly organised and self-managed.
● Strong analytical and problem-solving abilities.
● Comfortable working independently in a remote environment.
● Reliable, proactive, and capable of taking ownership of tasks.
● Strong communication skills and ability to collaborate closely with the business owner.

Success in This Role
The ideal candidate will become a trusted extension of the business, helping reduce operational
bottlenecks, improve financial accuracy, support client delivery, and create capacity for the
firm's continued growth.

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