Work Arrangement: Fully Remote
Schedule: Monday–Friday, U.S. business hours

About the Company

We are a growing boutique accounting and advisory firm serving small and mid-sized businesses. Our services include bookkeeping and accounting, tax preparation and compliance, fractional CFO services, and M&A; and financial advisory.

Our clients rely on us not only for accurate financial reporting and tax compliance, but also for timely insights that help them make better business decisions.

We are looking for an experienced accounting qualified who is ready to take ownership of a portfolio of clients and grow into a key leadership role within the firm.

The Role

As a Senior Accountant – Client Accounting & Tax, you will manage day-to-day accounting and tax work for multiple clients while ensuring accuracy, timeliness, and excellent client service.

This role is ideal for someone who is highly organized, proactive, and comfortable working independently. You will also have the opportunity to mentor junior accounting staff, improve internal processes, and take on increasing leadership responsibilities as the firm grows.

What You'll Do

Client Accounting

- Manage bookkeeping and accounting activities for multiple client accounts.
- Perform monthly bank, credit card, and account reconciliations.
- Support month-end close processes and ensure financial records are accurate and complete.
- Prepare and review financial statements and general ledger activity.
- Identify and resolve accounting discrepancies and issues.
- Ensure high-quality and timely client deliverables.

Tax Preparation & Compliance

- Prepare and review individual and business tax returns.
- Assist with tax planning, compliance, and research.
- Gather and organize client tax information and supporting documentation.
- Address accounting and tax questions and support clients throughout tax season.
- Work closely with the CPA to ensure accurate and timely tax deliverables.

Client Management





- Manage multiple client engagements and deadlines simultaneously.
- Communicate professionally and proactively with clients.
- Follow up on outstanding information and resolve issues before they become problems.
- Serve as a reliable point of contact for day-to-day accounting questions.

Team Leadership & Process Improvement

- Review the work of junior accounting staff for accuracy and completeness.
- Mentor and support junior team members as the accounting team grows.
- Help develop and improve accounting workflows, documentation, and quality-control processes.
- Serve as a first point of escalation for accounting-related questions.
- Identify opportunities to improve efficiency, standardize processes, and reduce errors.

What We're Looking For

- 5–7+ years of public accounting or client accounting experience
- Experience working with Drake Tax and TaxDome — required
- QuickBooks Online experience — required
- Strong bookkeeping and accounting fundamentals
- Experience preparing business and/or individual tax returns
- Experience managing multiple clients and competing deadlines
- Excellent attention to detail and strong organizational skills
- Robust written and spoken English
- Ability to work independently with minimal supervision
- Strong ownership, follow-through, and problem-solving skills

Preferred Qualifications

- CPA or CPA candidate
- Experience working for a U.S. CPA firm
- Experience supervising, mentoring, or managing remote accounting teams
- Experience with client-facing accounting and advisory work

Who Will Thrive in This Role?





We're looking for someone who:

- Takes ownership rather than waiting to be told what to do
- Is proactive and dependable
- Stays calm and organized under deadlines
- Can balance accuracy with efficiency
- Communicates clearly and professionally
- Is comfortable managing multiple clients independently
- Enjoys improving processes rather than simply following them
- Wants to grow into a long-term leadership position

What Success Looks Like

Within your first 6–12 months, you will be expected to:

- Independently manage a portfolio of client accounts
- Consistently deliver accurate bookkeeping, accounting, and tax work
- Manage deadlines with minimal oversight
- Build strong relationships with clients
- Begin mentoring and supervising junior accounting staff
- Contribute ideas that improve workflows, documentation, and quality control
- Take on greater leadership responsibilities as the firm continues to grow

Why Join Us?

- Fully remote position
- Opportunity to build and lead a growing accounting team
- Exposure to bookkeeping, tax, fractional CFO, and M&A; advisory
- Direct collaboration with an experienced CPA and former Wall Street finance professional
- Long-term career growth and leadership opportunities
- Opportunity to make a meaningful impact as the firm expands

If you're an experienced accounting professional looking for more ownership, client exposure, and a clear path toward leadership, we'd love to hear from you.

Pay: ₹200,000.00 - ₹230,000.00 per month

Perks:

- Work from home

Application Question(s):

- This position requires experience with TaxDome, do you have an experience using this tool?
- Do you have experience working with U.S. taxes? If so, please briefly describe your experience, including the types of tax returns or tax-related tasks you’ve handled.

- Do you have an experience with Canopy?

Work Location: Remote

📌 Senior Accountant – Client Accounting & Tax (India)
🏢 Elevate and Delegate
📍 India