November 29, 2021

Senior Accountant, Advisor


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Job Title: Senior Accountant, Advisor
Location: Chicago, Illinois Indiana
Hiring Company: Accountingfly
Our progressive CPA firm client is seeking a Senior Accountant with recent experience working at a CPA firm.  The role involves the ability to interpret and communicate financials to clients, review the work of a Staff Accountant, and manage a book of clients. This is an interesting, varied position and a great career opportunity at a growing firm. 

Job Type: 
Full time, W2

Responsibilities for Senior Accountant, Advisor:

  • Manage multiple client relationships in a CPA firm environment; facilitate client meetings to interpret and review financials monthly or quarterly, including custom tax
  • Ability to independently produce error-free financial statements and accounting reports for client use
  • Ability to review staff accountant’s work for accuracy, and train staff accountant on any corrections needed
  • Prepare tax projections for each client
  • Manage relationships with staff accountants
  • File sales tax return for applicable clients
  • Solve problems; can dissect an issue, identify the problems, and identify the next steps to getting the problem(s) solved
  • Effectively manage workflow and schedule to ensure punctual client meetings


  • Bachelor’s Degree in Accounting or Finance
  • Min 5 years prior public accounting experience and comfortable working simultaneously with multiple clients in varied industries. 
  • Ability to communicate with clients effectively – both verbal and written (requesting documents, asking clarifying questions regarding transactions)
  • Prior experience working remotely
  • Self-starter who is effective with minimal direction
  • Well-versed in Quickbooks Desktop and Quickbooks Online; some hands-on experience using Xero and Thompson Reuters would be helpful. 

Other Experience/Qualifications that will make you a great fit for this role:

  • Prior experience working at an accounting firm that has 3+ employees
  • Excellent communication skills
  • Ability to multitask and set priorities
  • Critical thinker
  • Team player
  • Experience and understanding of how payroll accounting and concepts work
  • Understand the functions of A/R and A/P in applicable software
  • Experience in corporate and personal tax preparation a plus
  • Experience processing sales tax returns
  • Dedicated home office workspace 
  • Technical experience with the following a plus: Sharefile, Google Docs, Slack, Ultra Tax, Xero Practice Management, Karbon, Peachtree, ADP, Paychex, Gusto, Paylocity, Thompson Reuters software, Excel, and Outlook.


  • A fast-growing, progressive firm
  • Fully remote role – no commute!
  • Competitive salary
  • Health and dental benefits
  • Retirement plan with employer match
  • Flextime
  • Generous PTO
  • Paid holidays
  • Cafeteria Plan

Apply Now

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