We are looking for a full-time Staff Accountant to join our expanding team and work with our small business clients year-round. We're looking for a Staff Accountant with a CPA or EA license who has experience working with small businesses. The role involves building relationships with clients, advising them on financial and tax-related matters, ensuring their books are up-to-date, accurate, and positioned for opportunities, providing ongoing tax planning, and eventually preparing the annual return. This is an opportunity to create lasting change for our small business clients and see tangible results from your work on a daily basis! Our ideal candidate takes pride in their detailed tax and accounting work and contributes to the greater success of the team. If this sounds like a job you’d love, start your application today! Responsibilities: • Advise clients on their small business accounting and tax needs, including being the point of contact for your book of clients • Review data recorded during the period by the bookkeeper and close the books monthly/quarterly; prepare reports on both a cash and accrual basis with financial analysis notes sent to the client • Create and maintain work papers for clients (annual tax work papers and monthly work papers for financial reporting) • Tax projections on a monthly/quarterly basis with ongoing planning and research for the clients including entity structure and retirement contribution tax strategies • Sales tax review • Annual income tax preparation (individual and business) • Payroll oversight via Gusto including managing payroll integrations with the accounting software for proper mapping, troubleshooting payroll notices, and new client setups • Troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc.) • Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliation reviews Qualifications: • CPA/EA • Experience working with small businesses (specifically closely held pass-through entities) • Experience with accrual / GAAP reporting and work papers • Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp, and Partnerships) • Strong problem-solving and analytical skills • A love for technology and intuitive computer skills • Ability to take ownership, while realizing when it’s time to reach out for help • A deep understanding of financial statements and the ability to explain the numbers to clients in their language Compensation: $65,000 - $90,000 yearly

• Advise clients on their small business accounting and tax needs, including being the point of contact for your book of clients • Review data recorded during the period by the bookkeeper and close the books monthly/quarterly; prepare reports on both a cash and accrual basis with financial analysis notes sent to the client • Create and maintain work papers for clients (annual tax work papers and monthly work papers for financial reporting) • Tax projections on a monthly/quarterly basis with ongoing planning and research for the clients including entity structure and retirement contribution tax strategies • Sales tax review • Annual income tax preparation (individual and business) • Payroll oversight via Gusto including managing payroll integrations with the accounting software for proper mapping, troubleshooting payroll notices, and new client setups • Troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc.) • Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliation reviews