Accountant - Special Projects

Medical, Dental, Vision, 401k, Bonus Structure, Continuing Education, CPA Cert Completion Bonus

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Brittany Packard
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Salary: $70,000 - $77,500 per year

A bit about us:

This Oklahoma City–based tax, bookkeeping, and advisory firm is committed to working closely with clients to streamline their financial processes, optimize workflows, and support informed decision-making. The firm partners with business owners, entrepreneurs, and professionals to simplify complex tax, accounting, and financial challenges, delivering practical solutions that enhance efficiency and drive business growth.

The team emphasizes proactive, year-round collaboration, engaging with clients beyond filing deadlines to understand their unique operations and tailor solutions that improve both financial clarity and business performance. Clients across industries — including energy, real estate, construction, and closely held entrepreneurial ventures — benefit from hands-on support that integrates accounting, tax compliance, and strategic advisory guidance, all designed to align with their specific business goals.

Led by an experienced CPA, the firm combines technical expertise with a consultative, service-oriented approach. Leadership focuses on building trusted partnerships, identifying opportunities to improve client processes, optimize workflows, and implement effective accounting and tax strategies that reduce risk, improve operational efficiency, and support long-term financial success.

Why join us?

Exceptional Leadership:
Work directly with experienced, approachable leaders who prioritize mentorship, transparency, and professional development.

Clear Path for Advancement:
The firm is committed to internal growth, offering a defined career trajectory with the opportunity to advance into a Tax Senior and ultimately a Tax Manager role.

Professional Development Support:
Ongoing training, technical guidance, and exposure to diverse client engagements to build both tax expertise and advisory skills.

Work–Life Balance:
Reasonable hours, manageable workloads, and a respect for personal time—especially outside of peak tax seasons.

Collaborative Culture: A supportive environment where questions are encouraged, contributions are valued, and teamwork drives success.

Modern Tools & Technology:
Access to up-to-date tax and workflow systems to streamline processes and make your work more efficient.

Job Details

Senior Accountant – Client Bookkeeping & Automation

Location:

Oklahoma City, Oklahoma |

Employment Type:

Full-Time

About Us:

We are a forward-thinking tax, bookkeeping, and advisory firm that blends traditional financial expertise with cutting-edge technology. Our mission is to deliver exceptional client service while leveraging automation, AI, and innovative workflows to optimize efficiency and accuracy. We are seeking a Senior Accountant who is both a technical accounting expert and a technology-forward problem solver to join our team.

Position Overview:

The Senior Accountant will oversee bookkeeping and transaction management for high-revenue clients, set up and improve internal processes, and lead automation initiatives to streamline workflows. This role requires a hands-on, tech-savvy accounting professional with a high level of ownership, client service orientation, and a passion for using AI and automation to transform traditional accounting processes.

Key Responsibilities:

Manage full-cycle bookkeeping and high-level accounting for large revenue clients, ensuring accurate and timely recording of all financial transactions.

Perform bookkeeping clean-up and oversee bookkeeping corrections for other client accounts.

Establish, document, and optimize accounting processes for clients and internal teams.

Identify opportunities to automate repetitive tasks using AI, bots, and workflow automation tools.

Build and maintain internal systems, workflows, and tools to improve efficiency and accuracy.

Collaborate with team members to implement AI-driven agents and bots to handle routine accounting functions.

Monitor and enforce best practices in…