Senior Staff Accountant
Title: Senior Staff Accountant
Reports to: Accounting Manager
Location: Remote (Hybrid Eligible, if near a local office)
Reports to: Accounting Manager
Location: Remote (Hybrid Eligible, if near a local office)
About the Role
At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership structure provides clients with expert tax and financial guidance, helping them feel more secure and achieve their long-term goals. Founded 30 years ago by Paul Hood, the company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we’ve modernized our business with technology and operational practices more aligned with SaaS companies than traditional CPA firms.
In response to this growth, we are seeking a Senior Staff Accountant to manage a portfolio of client accounts, lead complex accounting projects, and support the professional development of junior staff. The ideal candidate will have a proven track record in financial reporting, client bookkeeping, process improvement, mentoring team members, and managing client expectations with care and professionalism.
To do this well, you’ll need to be both technically strong and people-savvy—able to juggle deadlines, provide strategic insights, and lead by example. You’ll also need to be detail-oriented, tech-proficient, and passionate about delivering a consistent, high-quality client experience.
What You Will Bring, Do, and Own
- Supervise and mentor accounting staff, providing oversight of daily workflows and ensuring deliverables meet internal standards.
- Review client financials prepared by team members for accuracy and compliance prior to submission and billing.
- Perform advanced accounting work including QBO cleanups, system setups, and complex reconciliations.
- Lead and participate in training and onboarding for accounting staff, identifying gaps and building team capability.
- Maintain and track client service agreements, ensuring fees and services are properly aligned.
- Collaborate in the development and refinement of internal accounting procedures and documentation.
- Monitor accounting KPIs, including utilization and realization rates, adjusting workload as needed.
- Stay up-to-date on changes to GAAP, tax codes, and industry regulations through professional development.
- Participate in recurring team meetings to align on goals, priorities, and process improvements.
- Perform other related duties as assigned to support the team and organizational goals.
Experience and Education You Will Need
- High school diploma or equivalent required; a bachelor's degree in accounting, finance, or a related discipline is strongly preferred.
- Three to five years of accounting experience, QBO experience required, with demonstrated expertise in bookkeeping and financial reporting. Public accounting experience preferred
- QBO Level 2 Bookkeeper certification required; must be willing to secure certification within 60 days of employment if not currently certified.
- Highly proficient with accounting software, Microsoft Office Suite, and the ability to adapt to new systems quickly.
- Exceptional organizational skills, attention to detail, and a proven ability to manage time effectively in a high-paced environment.
Who You Are
- You are an accounting ninja and possess deep expertise in accounting practices and procedures, with the leadership skills to guide and mentor team members.
- You demonstrate exceptional accuracy and crazy attention to detail, effectively managing multiple priorities and consistently meeting deadlines.
- You are a strategic thinker, capable of analyzing complex financial data and delivering insightful, data-driven recommendations.
- You have strong leadership skills and enjoy mentoring and supporting team members by providing feedback and ensuring high-quality outcomes.
- You communicate complex financial information with clarity and impact, ensuring understanding across clients and team members.
- You are highly proficient in Microsoft Office Suite, advanced spreadsheets, and accounting software, with the ability to master new systems quickly.
- You uphold the highest standards of confidentiality and professionalism in all interactions.
- You navigate high-paced, high-pressure situations with confidence, maintaining composure and focus.
What’s In It For You
You will join a forward-thinking team that is reshaping the future of the tax and accounting industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. You’ll align with an organization that helps its clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most.
In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the success of the company. Importantly, you’ll be part of a team that prioritizes trust, collaboration and having fun. We work hard and value rest.
In addition, our benefits package includes:
+ Bonus Opportunity
+ Stock Options
+ Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard
+ Paid parental leave
+ Comprehensive Employee Benefits Package
+ 401k Program with Company Matching
+ Paid Volunteer Days
+ Educational/Personal Growth Reimbursement
EEO and Diversity Statement
PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us.
At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.
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