Senior Accountant - Shields Tax & CPA

Shields is dedicated to serving clients unique needs, whether preparing taxes or helping them reach important revenue milestones. Our goal is to build strong relationships, provide practical financial insights, and help clients achieve measurable results. We believe in keeping things simple and transparent, avoiding unnecessary jargon and providing clear, dependable guidance.

We are seeking an experienced Senior Accountant to join our growing team. In this role, you will collaborate with leadership, accountants, and clients to deliver high-quality accounting services. The position combines hands‑on accounting work, client advisory support, and review responsibilities to ensure accurate financial reporting and compliance.

• 5+ years of accounting experience in public accounting or a similar environment
• Advanced proficiency in Quick Books Online
• Strong understanding of account reconciliations and financial reporting
• Experience reviewing accounting work and maintaining quality standards
• Excellent communication, organization, and time‑management skills
• Proficiency with Microsoft Office tools such as Excel, Word, and Teams
• Experience with Quick Books Desktop to Quick Books Online migrations
• Experience with payroll accounting

• Maintain and manage client books in Quick Books Online
• Review Quick Books files for accurate coding, accounts payable, accounts receivable, and transaction completeness
• Perform accounting clean‑ups and catch‑up work for clients with incomplete records
• Classify transactions and complete monthly reconciliations for bank, credit card, and liability accounts
• Tie out payroll liabilities and payroll‑related expenses
• Perform Quick Books Desktop to Quick Books Online conversions when required
• Prepare monthly financial statement packages including Balance Sheet and Profit & Loss reports
• Deliver financial reports to clients and explain key results
  
  Conduct regular client check‑in meetings to review financial performance and answer questions
• Complete year‑end work papers and prepare adjusting journal entries

• Review work prepared by accountants and bookkeepers to ensure accuracy and consistency
• Provide feedback and guidance to team members
• Troubleshoot Quick Books issues for clients and internal staff
• Client Communication & Project Management
• Communicate clearly and professionally with clients regarding documentation and financial matters
• Maintain timely responses to client communications
• Manage tasks, deadlines, and workflows using firm systems and tools
• Salary range $70,000 - $90,000 depending on experience
• Flexible schedule and results‑oriented culture
• Medical, dental, and vision benefits
• Retirement matching
• Paid time off and holidays
• Paid training and continuing professional education
• Professional development support for CPA or EA credentials
• Team events and collaborative work environment