Job Description

About the Role

This is a client-facing accounting role focused on financial oversight and tax coordination — not tax return preparation.

You’ll work directly with members (clients) to ensure their financials are accurate, organized, and ready for tax filing, while serving as the primary liaison with external CPA firms.

If you enjoy reviewing financials, catching issues, improving processes, and owning the flow of information into tax season — this is a strong fit.

What You’ll Do:

Client Accounting Oversight

• Review member financial statements for accuracy, completeness, and consistency
• Identify errors, gaps, and opportunities for improvement
• Provide guidance on accounting best practices and financial organization
• Serve as a primary point of contact for accounting-related questions
• Support onboarding into accounting systems and workflows
• Maintain clear documentation of reviews and recommendations

Tax Coordination (No Return Prep)

• Gather and organize financial data for tax preparation
• Prepare workpapers and supporting schedules for CPA firms
• Ensure all documentation is complete, accurate, and audit-ready
• Act as the main liaison between members and external CPAs
• Track deadlines, manage deliverables, and follow up on outstanding items
• Resolve discrepancies and missing information proactively

Process & Team Collaboration

• Collaborate with internal teams to ensure consistency across members
• Improve workflows related to financial review and tax coordination
• Help standardize processes as the organization grows
• Stay current on accounting standards impacting clients

What This Role Is (and Isn’t)

This role IS:

• Client-facing
• Detail-oriented and review-heavy
• Focused on organization, accuracy, and follow-through
• A key bridge between clients and CPAs

This role IS NOT:

• Preparing or filing tax returns
• A traditional internal corporate accounting role
• A pure bookkeeping position

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of accounting experience (client-facing, advisory, or public accounting preferred)
• Strong understanding of accounting principles and financial reporting
• Experience reviewing financial statements
• Experience working with external CPAs or auditors
• High attention to detail and strong organizational skills
• Ability to manage multiple clients and deadlines
• Strong communication skills, especially with non-accountants
• Proficiency in accounting software and Excel

Preferred

• Experience in multi-entity or multi-state environments
• Background in client accounting services (CAS)
• Familiarity with small business or professional services accounting

Compensation & Benefits

• 90-day introductory period
• 10 days PTO (after introductory period)
• 12 Wellness Days annually (1 per month)
• 8 federal holidays
• Medical insurance (after introductory period)

Work Environment

• On-site in McKinney, TX
• Collaborative, service-oriented team
• Deadline-driven, especially during year-end and tax season