Senior Accountant / Tax & Bookkeeping Specialist (QuickBooks Online & IRS Resolution)

Senior Accountant / Tax & Bookkeeping Specialist (QuickBooks Online & IRS Resolution) Summary We are seeking an experienced Senior Accountant with advanced QuickBooks Online expertise and strong tax preparation experience to support our growing accounting and tax practice. The ideal candidate can independently manage bookkeeping, payroll, tax preparation, financial reporting, and IRS resolution matters with minimal supervision. This is a hands-on role requiring accuracy, responsiveness, and the ability to manage multiple client engagements in a deadline-driven environment. Required Qualifications 3+ years of progressive accounting, bookkeeping, and tax experience Active IRS Enrolled Agent (EA) credential or CPA license strongly preferred Advanced QuickBooks Online experience Full-cycle accounting experience Payroll processing and payroll tax filing experience Experience preparing: Form 1040 Form 1065 Form 1120S Form 1120 Strong understanding of financial statement preparation and account reconciliations Preferred Qualifications Experience supporting distributed or offshore teams Experience in high-volume client service environments Team leadership, coaching, or operational support experience Bilingual English/Spanish proficiency Experience with IRS collections and resolution programs Key Responsibilities Manage and maintain client books in QuickBooks Online Perform account reconciliations and historical cleanup projects Process payroll and ensure payroll tax compliance Prepare financial statements, including: Profit & Loss Statements Balance Sheets Cash Flow Reports Prepare and review individual and business tax returns Handle sales tax and payroll tax filings Assist with IRS resolution matters, including: Installment Agreements Currently Not Collectible (CNC) Status Offers in Compromise (OIC) Maintain accurate and audit-ready client records Collaborate with internal staff and maintain project deadlines Required Software Experience QuickBooks Online (Advanced) Google Workspace Preferred Software Experience Drake Tax Work Schedule Requirements The Firm operates on Eastern Daylight Time (EDT), with core business hours of 8:00 AM through 8:00 PM EDT, Monday through Friday. This is a remote engagement. Assigned work schedules will be based upon project requirements, client priorities, and business needs. Contractors are expected to remain reasonably available and responsive during their agreed working hours and comply with all Firm communication, collaboration, and time-reporting procedures. The Firm reserves the right to modify project schedules and operating hours as necessary to meet client and operational requirements. Time Tracking & Collaboration Requirements To support project coordination, quality assurance, operational oversight, security, and accurate client billing, contractors must utilize one of the following approved methods while performing hourly work. Option 1 – Upwork Time Tracker only Use Upwork's Time Tracker throughout all working hours in accordance with Upwork's policies and requirements. Option 2 – Firm Collaboration Method along with Upworks Manual Time Contractors choosing the Firm's collaboration method must (No Exceptions): Participate in the Firm's designated Google Meet collaboration room throughout scheduled working hours. Maintain active screen sharing during all work sessions. Keep their camera enabled during scheduled work hours. Record all working time in both QuickBooks Time and Upwork Manual Time. Accurately record work start times, meal and rest breaks, and work end times. Ensure all time entries remain complete, accurate, and consistent across both systems. Contractors acknowledge and consent that collaboration sessions may be recorded for training, quality assurance, documentation, security, compliance, operational oversight, and project management purposes. Ideal Candidate You are a self-starter who can quickly assess client files, identify issues, and implement solutions without extensive oversight. You are comfortable managing bookkeeping, tax, payroll, and compliance functions while maintaining exceptional accuracy and professionalism.