Hybrid Accounting Consultant

Posted last month

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About the role

  • Accounting Consultant providing trusted financial consulting services to small and mid-sized business clients. Focusing on accounting, tax, and operational efficiency in a client-facing role.

Responsibilities

  • Serve as the primary point of contact for assigned clients, providing expert guidance on accounting, tax, and business matters.
  • Perform monthly and quarterly close processes, including journal entries, reconciliations, and financial statement preparation.
  • Maintain fixed asset schedules and balance sheet reconciliations, support AP, AR, and banking transactions.
  • Deliver actionable insights through financial reporting and trend analysis.
  • Research and document technical accounting and tax issues.
  • Prepare workpapers for complex and non-complex income tax returns.
  • Manage multi-state sales and use tax filings, business license renewals, and property assessments.
  • Lead year-end 1099 processing for assigned clients.
  • Review work completed by Accounting Specialists; provide coaching and training.
  • Monitor engagement timelines, deadlines, and process improvements.
  • Track client hours and project progress accurately.
  • Assist with budgeting, profitability analysis, cash flow modeling, and internal control reviews.
  • Identify opportunities to automate processes and adopt technologies to improve efficiency.
  • Perform other duties and client-related projects as assigned.

Requirements

  • Bachelor’s degree in accounting required; CPA preferred.
  • Minimum 5 years’ relevant experience in accounting and financial operations, with demonstrated consulting experience.
  • Proficiency in QuickBooks Online and other cloud-based accounting platforms.
  • Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).
  • Experience with non-profit accounting is a plus.

Benefits

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including healthcare and retirement plans.
  • Professional development opportunities and ongoing training.
  • Collaborative and innovative work environment.
  • Opportunity to work with diverse and exciting clients.
  • Company culture that values creativity, initiative, and growth.

Job title

Accounting Consultant

Job type

Experience level

Mid levelSenior

Salary

$65,000 - $80,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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