Staff Accountant - Lafayette, LA

Overview

• Outsourced accounting for small business clients (monthly close, maintaining clean books, supporting client needs)
• Tax compliance and planning support (quarterly estimates, projections, light planning with opportunity for more)
• More in the "What You'll do" section below

We’re creating this role so the owner (CPA) can delegate more day-to-day work and help the team scale.

• Keep client books accurate and up to date (including cleanup work as needed)
• Seek out (or at least document opportunities) to streamline tasks using automation and AI
• Support business and personal income tax compliance for clients and owners
• Prepare quarterly estimates and assist with tax projections/planning
• Help convert clients from desktop accounting software to Xero or QBO
• Preparation of annual 1099 forms
• Troubleshoot Xero, QBO and Gusto issues for our clients
• Communicate with clients clearly, timely, and proactively

• 1–2+ years of accounting and tax experience, including working knowledge of financial statements and business/personal income taxation
• Disciplined curiosity: you enjoy exploring better ways to do things and using technology to work smarter
• Strong communicator: responsive, thorough, proactive communication is a core value here
• Team player: collaborates well and values shared success
• Service mindset & great attitude: you genuinely want to help small business owners
• Problem-solver: you look for ways to add value (automation, apps, process improvements)

• No billable-hour culture driving everything
• We bill clients on monthly retainers and/or fixed fees
• You’ll have autonomy, space to be creative, and a real “seat at the table”
• We collaborate often and value your ideas
• Minimal (if any) overtime during tax season
• 100% paid health, dental, and vision insurance for all employees
• 3% 401(k) match
• $100/month stipend for home internet and cell phone usage
• Access to the best cloud accounting and practice management software on the market

• Prefer in-office (Lafayette, LA). Hybrid is possible for the right candidate with strong character and a great cultural fit.