Senior Accountant

Company Description

SimplifiTax is a trusted Tax & Virtual CFO firm dedicated to empowering founders and small businesses, typically under $1M in revenue, with comprehensive financial services. By aligning bookkeeping, monthly close, tax compliance, and financial strategy, SimplifiTax helps businesses stay organized, compliant, and in control of their finances year-round. With over 10 years of experience and having served 500+ businesses, SimplifiTax brings clarity to complex financial processes. The firm offers services ranging from federal and multi-state tax filings to virtual CFO support, cash flow tracking, and audit assistance. SimplifiTax strives to deliver predictable timelines, clear communication, and clean documentation, serving as a proactive partner rather than a seasonal tax preparer.

Role Description

This is a full-time remote role for a Senior Accountant. Key responsibilities include preparing and reviewing financial statements, overseeing bookkeeping and monthly closings, managing tax compliance and providing virtual CFO support such as budgeting, forecasting, and financial reporting. The Senior Accountant will also assist with financial strategy for clients, ensure tax planning and compliance, and offer guidance on audits, notices, and cleanup processes while maintaining clear client communication and documentation.

Qualifications

• Strong understanding of financial reporting, budgeting, forecasting, and virtual CFO support
• Proficiency in bookkeeping, monthly close processes, and cleanup/catch-up accounting
• Experience in federal and multi-state tax filings, proactive tax planning, and compliance management
• Ability to analyze cash flow, track cash runway, and perform profitability analysis
• Experience working with small businesses or startups is preferred
• Proficiency in accounting software and tools (e.g., QuickBooks, Xero) and Microsoft Excel
• Demonstrated ability to manage multiple clients and deliver exceptional results under deadlines
• Bachelor's degree in Accounting, Finance, or related field; CPA certification is a plus
• Strong interpersonal, organizational, and communication skills
• Committed to continuous learning and staying updated on tax laws and regulations