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Senior Accountant

• Tax & Bookkeeping Count On Finance Naugatuck, CT Job Details Full-time $80,000
• $95,000 a year 11 hours ago Qualifications Customer communication Financial close processing Customer relationship building Balance sheet Schedule management Managing accounting teams QuickBooks Closing the books Managing projects Accounting error correction Profit and loss analysis Delegation Full Job Description Senior Accountant
• Tax & Bookkeeping Count On Finance is hiring an experienced Senior Accountant to manage a portfolio of small-business clients and help ensure their accounting, financial reporting, and tax work moves forward accurately and on time.

This is a client-facing, managerial accounting role—not a traditional data-entry bookkeeping position. The right person can oversee multiple clients, priorities, deadlines, tax matters, and team members at the same time. You should be highly organized, communicate proactively, take ownership, and follow assignments through to completion without constant reminders. The position is open because the team member currently handling many of these responsibilities is being promoted within the firm. What You'll Do Client and Project Management

• Manage a portfolio of small-business clients.
• Track open tasks, deadlines, missing information, client questions, and next steps.
• Prioritize work across multiple clients and competing deadlines.
• Proactively follow up with clients for documents and information.
• Coordinate work among bookkeeping staff, tax staff, clients, and outside parties.
• Delegate work when appropriate and follow through until completion.
• Identify client projects that are delayed or at risk of falling behind.
• Maintain clear documentation of outstanding items and next actions.
• Escalate significant accounting, tax, client-service, or deadline issues when appropriate.
• Take ownership of assignments from beginning through completion. Financial Review and Reporting
• Review bookkeeping work prepared by other team members.
• Review transaction coding and journal entries.
• Complete and review monthly and quarterly closes.
• Prepare and review financial statements and management reports.
• Review balance sheets and profit-and-loss statements for unusual balances, errors, and trends.
• Identify and correct accounting errors and misclassifications.
• Oversee accounts payable, accounts receivable, payroll activity, and sales-tax accounting as needed.
• Support bookkeeping cleanup and onboarding projects for new clients.
• Help turn accurate financial information into clear, useful reporting for business owners. Tax Responsibilities
• Review client books before tax preparation.
• Identify accounts requiring cleanup, clarification, or adjustment.
• Assist with individual and business tax-return preparation.
• Understand the basic structure of Forms 1040, 1065, and 1120S.
• Gather and organize tax documents and outstanding client information.
• Follow up with clients regarding missing tax documents.
• Identify potential tax issues and know when they need to be escalated.
• Coordinate accounting adjustments identified during tax preparation.
• Help maintain clean, tax-ready books throughout the year.
• Work closely with the tax team to resolve accounting questions affecting tax returns. You do not need to be the firm's primary tax strategist, but you should have enough tax experience to recognize when something does not look right and know what questions need to be asked. Client Communication
• Communicate directly with small-business owners.
• Respond to accounting, bookkeeping, and routine tax-related questions.
• Request missing information and documentation.
• Explain accounting issues in clear, understandable language.
• Coordinate meetings when an accounting or tax issue requires discussion.
• Follow through on commitments made to clients.
• Learn each client's business rather than simply processing transactions.
• Escalate complex or sensitive matters when appropriate. This position does not include responsibility for answering the company's main telephone line. Required Qualifications
• 4+ years of accounting, bookkeeping, tax, or public-accounting experience.
• Hands-on experience with both accounting/bookkeeping and tax.
• At least two tax seasons working with individual and/or business tax returns.
• Strong QuickBooks Online experience.
• Experience managing multiple clients or companies simultaneously.
• Experience communicating directly with clients.
• Strong understanding of balance sheets, profit-and-loss statements, general ledgers, journal entries, cash-versus-accrual accounting, and month-end close.
• Ability to review another team member's accounting work and identify errors or incomplete work.
• Strong organizational, project-management, written, and verbal communication skills.
• Ability to independently manage deadlines and follow-ups.
• Ability to work full-time in person at our Naugatuck, Connecticut office. Preferred Qualifications
• Previous experience in a CPA firm, accounting firm, tax practice, or outsourced accounting firm.
• Experience preparing Forms 1040, 1065, and/or 1120S.
• Experience using professional tax-preparation software.
• Experience reviewing or supervising bookkeeping staff.
• QuickBooks Online ProAdvisor certification.
• Experience with ADP, Gusto, Paychex, or similar payroll platforms.
• Strong Microsoft Excel skills.
• Experience cleaning up inaccurate or disorganized books.

Who Will Succeed in This Role You naturally ask: What is still outstanding? What is the deadline? Who are we waiting on? What is the next step? Who needs to follow up? Is anything falling behind? Does anything need to be escalated? You can organize competing priorities, communicate with the right people, delegate when necessary, and make sure each matter continues moving forward. If something is assigned to you, the expectation is not only that you complete your portion—the expectation is that you help the matter reach completion or clearly communicate what is preventing progress. Compensation $80,000

• 95,000 per year, depending on experience in tax preparation, accounting and bookkeeping, client portfolio management, project management, and reviewing other team members' work. Benefits are not currently offered. Schedule and Work Location
• Full-time
• Monday through Friday, 9:00 AM-5:00 PM
• No regular weekend schedule
• In person at Count On Finance, 159 Meadow Street, Naugatuck, CT 06770
• This position is not remote.

About Count On Finance Count On Finance is an accounting and tax firm serving small-business owners and individuals with bookkeeping, accounting, tax preparation, and tax-strategy services. We are looking for someone who wants to take meaningful ownership of client relationships and become an important part of a growing accounting firm.

Pay:

$80,000.00

• $95,000.

00 per year

Work Location:

In person