Note: The job is a remote job and is open to candidates in USA. Hall CPA PLLC is a people-first, technology-enabled virtual CPA firm focused on serving real estate investors, syndicates, and fund managers. The Senior Accountant - Setup Specialist reviews financial reports, supervises staff accountants, manages client relationships and onboarding, provides accounting guidance, and coordinates year-end transitions with the tax team.
Responsibilities
- Supervise a team of staff accountants to ensure quality and timely delivery of products by clearing roadblocks, setting deadlines, managing capacity, and providing training and guidance
- Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
- Create, review, and deliver high-quality and timely financial statements, including dashboards, KPIs, and forecasting to clients while building and maintaining a strong client relationship, recommending additional firm services where appropriate
- Regularly update supervisors, peers, and clients on project status, maintaining prompt (same-day) responsiveness and fostering a culture of accountability
- Assist in various projects throughout the year designed to enhance client/employee experience including, but not limited to, client proposals, process improvements, efficiency and effectiveness committees, and development of training materials
- Lead efficient client onboarding utilizing project management tracking to ensure a smooth, timely and satisfactory client experience, and ensure a clean year-end hand-off of client information to the tax team
- Complete administrative tasks applicable to the role such as maintaining accurate and up to date project information within our project management system, taking and appropriately storing adequate client notes, and adhering to project processes
- Engage in relevant CPE opportunities to continuously enhance technical skills and keep current with evolving accounting processes
Skills
- • Bachelor's degree in accounting from an accredited college or university
- • Minimum of 3 years of relevant professional experience, with 2 years experience as a Senior Accountant overseeing a team of staff accountants recommended
- • QBO certified
- CPA or CMA recommended or actively pursuing
Benefits
- Work-life integration
- Unlimited vacation and sick days
- An autonomous work environment
- Ongoing training
- Health insurance
- 401(k) matching
- 100% virtual work arrangement
- A company-provided laptop
- An annual $500 tech reimbursement for computer/tech accessories
Company Overview