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.

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.

Requirements

• 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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