Senior Tax & Accounting Lead

We are seeking an experienced Senior Tax & Accounting Lead to join our firm in a flexible year-round role. This position is part-time outside of tax season, with a primary focus on client accounting, QuickBooks, reconciliations, month-end close, and oversight of bookkeeping work. During tax season, the role transitions to full-time and focuses primarily on the preparation of individual and business tax returns, along with oversight of tax workflow.

This is a key role for someone who can take ownership of work, help manage day-to-day production, and reduce partner involvement in routine accounting and tax workflow. The right candidate will be comfortable both doing the work and overseeing a tax preparer and a bookkeeper.

Responsibilities:

• Manage client accounting and bookkeeping workflow in QuickBooks
• Perform and review bank, credit card, and balance sheet reconciliations
• Handle month-end and year-end close work
• Prepare journal entries and financial reports
• Review individual and business tax returns during tax season
• Review bookkeeping and tax preparation work for accuracy and completeness
• Oversee and help coordinate the workflow of a tax preparer and a bookkeeper
• Help ensure deadlines are met during monthly close and tax season
• Communicate with clients to gather information, resolve issues, and keep projects moving
• Assist with tax notices, year-end adjustments, and related accounting or tax projects as needed

Qualifications:

• 3-5 years of public accounting experience required
• CPA or CPA track preferred
• Strong QuickBooks experience required
• Strong understanding of month-end close
• Experience preparing individual and business tax returns
• Ability to review work, delegate effectively, and keep staff workflow on track
• Strong organizational skills and attention to detail
• Strong communication skills and ability to work independently
• Local candidates in the CT area preferred

Schedule:

• Full-time
• Flexible hours available
• Remote work available for the right candidate