
Join Our Team
We currently have openings for the following positions at our NYC & California locations:
New York & California Positions
- 01
Lead the financial operations and profit optimization for small businesses nationwide
Provide accounting, tax and business advice to small business owners in various States
Assist clients with all their bookkeeping needs using QuickBooks and other accounting softwares
Prepare monthly journal entries to record revenue, expenses, assets, and liabilities.
Prepare complex individuals and business tax returns including Non-Profits, Trusts and Estates
Oversee the preparation of forms 1040, 1120S, 1120, 1065, 1041, 990, 720, 706 and 709
Prepare inside and outside shareholder basis as well as their income tax projections
Manage sales tax calculation, payroll tax reconciliation, and the monthly sales tax filing
Recommend tax strategies that align with business goals on how to increase profits
Provide guidance and training to the accounting and tax teams to better service the clients
Mentor and coach business owners and managers on how to increase profits
Licensed CPA or EA candidate is preferred for this position
- 02
Working with multiple clients, learning their businesses and optimizing their accounting workflow
Educate business owners, clients and client staff on finance, bookkeeping and accounting procedures
Manage the relationships with clients and assist them with all their accounting and business needs.
Manage all aspects of accounts payable, accounts receivable, bank reconciliation and bookkeeping entries
Manage payroll journal entries, workers compensation audit; tips payable, sales tax reporting & payment,
Oversee a team of bookkeepers & review their work to ensure that the clients always get accurate reports
Monthly reconciliations off all balance sheet and income statement accounts
Journal entries experience and reconciliation of all accrued liabilities, equity, capital contribution/distribution, intercompany payables and receivables is a must for this position.
Accounting degree with a minimum of 5 years of full cycle accounting management is required for this position; CMA, CPA and or EA preferred
- 03
Lead the financial operations and profit optimization for businesses nationwide
Serves as primary contact for the client and have monthly meeting with clients
Mentor & coach business owners and managers on how to increase profits
Provide guidance to the cross-functional teams aligned to a particular client delivery process
Create budget, cash flow projection, reporting packages and financial analysis
Create weekly analytics report with COGS & labor cost variance against budget
Direct all aspect of accounts payable, accounts receivable, payroll and inventory
Oversee the reconciliation of all income, expense, assets, liability and equity accounts
Lead the month-end close and ensure all journal entries comply with GAAP
Create P&L and balance sheet analysis comparing actual to budget and PY
Issue financial statements and investor’s reports to the CEOs & Owners
3 years of recent QuickBooks experience; QuickBooks ProAdvisor preferred.
Reconcile client’s books with their tax returns; retained earnings, equity, contribution and distribution.
Journal entries related to fixed assets, depreciation, accrued liabilities, Equity, capital contribution/distribution intercompany payables and receivables is a deal breaker for this position.
prior experience as an accounting manager, controller or Director of Finance is preferred for this role, CMA, CPA or EA is a must