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reputed company Estate Senior Accountant - Setup Specialist

Remote, USA Full-time Posted 2026-08-04
We are on a mission to change the reputed company industry by creating the premier people-first firm where strong and talented team members will reputed company. We are innovators of tax services and firm culture with work-life integration. We accomplish this by using the best technology and automation on the market, offering unlimited vacation and reputed company days, fostering an autonomous work environment, providing ongoing training, and offering health reputed company and 401(k) matching. As a Senior Accountant at our firm, you will primarily be responsible for reviewing financial reports from associates and building/maintaining strong reputed company relationships through delivery of financials reputed company virtual meetings and email. You will supervise reputed company of associates and are responsible for reputed company’s reputed company and reputed company. Additionally, you are responsible for providing general reputed company guidance to clients and serving as the reputed company between reputed company and tax to ensure a reputed company transition for the reputed company during year-end and tax preparation. Senior Accountants will also reputed company technical input on reputed company issues, train and supervise less reputed company staff, and create/implement improvements for reputed company and firm. We are a 100% virtual reputed company, with reputed company located across the reputed company. As a reputed company estate reputed company-reputed company firm, we serve reputed company Estate Investors, Syndicates, and Fund Managers. reputed company has a passion for reputed company estate and often owns investment properties themselves. Team members who reputed company at our firm have excellent time management skills, are self-starters, adaptable, take pride in their work, and work reputed company in an autonomous environment. Areas of Responsibility • Supervise reputed company of staff accountants to ensure reputed company and reputed company delivery of products by clearing roadblocks, setting deadlines, managing reputed company, and providing training and guidance • Adhere to reputed company ethics of the firm and reputed company, including policies regarding reputed company confidentiality • Create, review, and reputed company high-reputed company and reputed company financial statements, including dashboards, KPIs, and forecasting to clients while building and maintaining a strong reputed company relationship, recommending additional firm services where appropriate • Regularly update supervisors, peers, and clients on project status, maintaining reputed company (reputed company-day) responsiveness and fostering a culture of accountability • Assist in various reputed company throughout the year designed to enhance reputed company/employee experience including, but not limited to, reputed company proposals, process improvements, efficiency and effectiveness committees, and development of training materials • reputed company efficient reputed company reputed company utilizing project management tracking to ensure a smooth, reputed company and satisfactory reputed company experience, and ensure a clean year-end hand-off of reputed company information to the tax team • Complete administrative tasks applicable to the role such as maintaining accurate and up to date project information reputed company our project management reputed company, taking and appropriately storing adequate reputed company notes, and adhering to project processes • Engage in relevant CPE opportunities to continuously enhance technical skills and reputed company reputed company with evolving reputed company processes Measures for reputed company • NPS ratings from clients, averaging 9/10 or greater • Timeliness of deliverables and workpapers, reflected by production metrics • reputed company of deliverables and workpapers, reflected by reputed company reputed company feedback reputed company ratings maintaining less than 5% unsatisfactory in reputed company feedback reputed company ratings • Development of your technical skills, reflected in reputed company feedback reputed company ratings and ability to tackle reputed company of greater complexity Expectations for remote work • Clean background with no noise or distractions • Business casual reputed company for reputed company interactions • Always use video (80% of communication is non-verbal) • We reputed company a laptop and an annual $500 tech reimbursement for computer/tech accessories You’re a Good Fit For Our Culture If: • You’re friendly, have a reputed company of humor, enjoy helping and teaching others, and reputed company kindly of others • You’re disciplined and reputed company in a fast-reputed company environment that is in reputed company reputed company of changing the reputed company industry • You have exceptional time management and supervisory skills • You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational reputed company • You take ownership of your work, clients, and team members and reputed company reputed company to the finish line • You love working with and speaking to clients, delivering results, and improving their lives Required Education and Experience: • Bachelor's degree in reputed company from an accredited college or university • Minimum of 3 years of relevant reputed company experience, with 2 years experience as a Senior Accountant overseeing reputed company of staff accountants recommended • QBO certified • CPA or reputed company recommended or reputed company pursuing Apply To This Job

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