Job Category: Accounting
Job Type: Full Time
Job Location: IIlinois
Job Location Type: Remote
We’re looking for a client-focused Senior Tax Accountant to oversee quality control, tax return reviews, bookkeeping, and financial reporting for Golden Tree Tax & Accounting. This role requires not only strong technical skills but also leadership to guide CPAs, bookkeepers, and accountants—ensuring excellent service delivery and smooth onboarding for clients.
You’ll be the main point of contact for designated clients, supervising their accounting teams, maintaining clear communication, and ensuring compliance with U.S. tax laws and GAAP standards.
Key Responsibilities:
- Review and approve all tax returns, bookkeeping, and financial reports.
- Verify and calculate quarterly/annual estimated taxes.
- Supervise CPAs, bookkeepers, and accountants assigned to clients.
- Serve as the main point of contact for client communication and onboarding.
- Ensure accurate use of QuickBooks Online (primary software), as well as Sage, FreshBooks, and NetSuite when required.
- Educate clients on financial organization, deadlines, and processes.
Requirements:
- 7+ years in public accounting or a senior tax/accounting role (CPA is a plus!).
- Strong knowledge of U.S. tax laws and GAAP.
- Proven leadership and client relationship management experience.
- Full proficiency in QuickBooks Online
Nice to Have:
Experience with Sage, FreshBooks, or NetSuite.
Prior sales/upselling experience with existing clients.