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Senior Staff Accountant

Roos Advisors
Havertown, PA Full Time
POSTED ON 1/28/2026
AVAILABLE BEFORE 7/26/2026
About Us

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.


Position Summary

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.

Key Responsibilities

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
Qualifications
  • 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
Compensation & Benefits
  • $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

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