What are the responsibilities and job description for the Senior Staff Accountant position at Roos Advisors?
We are a growing accounting firm based in the Greater Philadelphia area, providing outsourced bookkeeping, accounting, tax preparation, and fractional CFO services to small and mid-sized businesses across the U.S., with a focus on construction and service-based industries.
We leverage modern, cloud-based tools — including QuickBooks Online, TaxDome, Fathom, and CCH Axcess — to deliver high-quality, efficient service. Our culture is team-first, performance-driven, and built on accountability, continuous improvement, and professional growth.
We are seeking a Senior Staff Accountant (Accounting & Tax) to join our team in an in-person capacity. This role is ideal for an experienced accounting professional who can independently manage client engagements, handle complex accounting and tax work, and serve as a trusted advisor to both clients and internal team members.
This position goes beyond execution — you’ll play a key role in reviewing work, improving processes, and mentoring junior staff while collaborating closely with Fractional CFOs and firm leadership.
Accounting & Financial Reporting
- Manage full-cycle accounting and month-end close for multiple client accounts
- Prepare and review reconciliations, journal entries, and adjusting entries
- Produce and analyze financial statements, KPIs, and management reports
- Maintain fixed asset schedules and depreciation
- Lead year-end close, cleanup projects, and audit support
- Resolve complex accounting issues in accordance with GAAP
Tax Preparation & Compliance
- Prepare and review federal and state tax returns (1040, 1120S, 1120, 1065)
- Support tax planning, projections, and quarterly estimates
- Ensure compliance with sales tax, payroll tax, 1099s, and related filings
- Maintain accurate documentation and audit-ready workpapers
Client & Team Leadership
- Serve as the primary point of contact for assigned clients
- Communicate proactively with clients regarding deadlines, issues, and insights
- Review and explain financials in clear, business-focused language
- Review work prepared by Staff Accountants and provide guidance
- Assist with onboarding and mentoring junior team members
Process Improvement
- Help document, standardize, and improve accounting and tax workflows
- Collaborate with leadership on special projects and firm initiatives
- Stay current on accounting standards and tax law changes
- Bachelor’s degree in Accounting (Master’s preferred)
- 4–6 years of accounting experience (public accounting strongly preferred)
- Strong experience with month-end close and financial reporting
- Hands-on experience preparing and reviewing tax returns (1040, 1120S, 1120, 1065)
- Advanced QuickBooks Online proficiency (QBO ProAdvisor a plus)
- Experience with CCH Axcess, TaxDome, and Fathom preferred
- Strong knowledge of GAAP and small business accounting
- Advanced Excel skills (pivot tables, lookups, analysis)
- Excellent communication and organizational skills
- CPA or CPA candidate strongly preferred
- $90,000 – $100,000 salary, based on experience
- Performance-based bonuses during profitable years
- 401(k)
- Health insurance
- Paid time off
- CPA exam support and continuing education reimbursement
- Collaborative, growth-oriented in-office environment
Salary : $90,000 - $100,000