PaulHood · 1 week ago
Senior Staff Accountant
United States
Full-time
Onsite
Senior Level
$75K/yr - $82K/yr
3+ years expPaulHood is transforming the mid-market CPA industry with an innovative membership structure providing expert tax and financial guidance. They are seeking a Senior Staff Accountant to manage client accounts, lead complex projects, and mentor junior staff while ensuring high-quality client service.
AccountingConsultingFinancial Services
Responsibilities
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
Qualification
Required
High school diploma or equivalent required
Three to five years of accounting experience
QBO experience required
Demonstrated expertise in bookkeeping and financial reporting
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
Highly proficient with Microsoft Office Suite
Ability to adapt to new systems quickly
Exceptional organizational skills
Attention to detail
Proven ability to manage time effectively in a high-paced environment
Preferred
Bachelor's degree in accounting, finance, or a related discipline
Public accounting experience
Benefits
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
Company
PaulHood
Helping people who deserve better take control of their financial future: transforming once-a-year tax prep into year-round financial confidence so families, businesses, and legacies can thrive for generations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ginny Morgan, MBA
Chief Operating Officer
Company data provided by crunchbase