[Hiring] Senior Accountant @OptiNizer

Role Description

A highly skilled and detail-oriented Senior Accountant is needed to support a U.S.-based outsourced accounting firm that helps businesses manage their end-to-end accounting operations and monthly financial reporting. This role involves overseeing multiple client accounts, maintaining accurate records, and delivering timely, high-quality financial reports. The ideal candidate takes pride in precision, demonstrates excellent communication, and can manage multiple portfolios with minimal supervision.

There are two types of Accountant roles available:

• Client-Facing Senior Accountant: focuses on direct client communication via email and phone/video calls.
• Non-Client-Facing Accountant: focuses on accounting execution and reporting with minimal client interaction.

Both roles share the same core responsibilities and high standards of accuracy, timeliness, and professionalism.

Key Responsibilities

• Accounting Operations & Financial Reporting:
  • Maintain accurate accounting records for multiple U.S.-based clients in accordance with U.S. GAAP or private company standards (training provided per client).
  • Prepare monthly financial statements using the accrual method, including variance analysis, commentary, and actionable insights.
  • Ensure timely and accurate filing of monthly sales tax returns.
  • Identify, analyze, and correct historical accounting errors as needed.
• Transaction Management & Reconciliation:
  • Categorize and reconcile bank and credit card transactions on a weekly and monthly basis.
  • Process accounts payable and generate client invoices accurately and on schedule.
  • Reconcile revenue to billing systems, contracts, and customer payment processors.
  • Allocate payroll to departments and classes, ensuring accuracy in expense tracking and reporting.
  • Review and reconcile prepaid, missing, or misclassified expenses.
  • Process employee expense reports and ensure correct tax treatment.
• Client Communication & System Coordination:
  • (For client-facing role) Communicate proactively with clients through email or phone to clarify transactions and address financial inquiries.
  • Troubleshoot and resolve accounting or CRM software issues efficiently.
  • Assist with onboarding new clients and establishing accounting workflows.
  • Support audit preparation and financial reviews when required.
• Performance & Insights:
  • Generate monthly KPI reports and financial summaries that highlight trends, opportunities, and key variances.
  • Contribute ideas to improve accounting systems, reporting processes, and client satisfaction.

Qualifications

• Certified Public Accountant (CPA) — active registration in the Philippines required.
• Minimum of 5 years of accounting experience in public or outsourced accounting firms managing multiple clients (Preferred).
• Strong command of accrual-based accounting and familiarity with U.S. accounting standards (Good to have).
• Proficiency in QuickBooks Online and QuickBooks Enterprise (Required); familiarity with Xero, Bill.com, Expensify, Ramp, Divvy, or Concur is a plus (Preferred).
• Excellent knowledge of Excel (pivot tables, formulas, and data analysis).
• Experience preparing and filing U.S. sales tax returns preferred.
• Fluent in English with excellent written and verbal communication skills.
• Strong attention to detail, analytical thinking, and the ability to manage deadlines across multiple clients.
• Self-driven, organized, and able to work independently in a remote setup.

Benefits

• Flexible schedule
• Work from home