Senior Accountant

Overview

We are seeking a highly motivated and detail-oriented Senior Accountant to join our dynamic finance team. In this pivotal role, you will lead complex accounting functions, ensure financial accuracy, and uphold compliance with industry standards and regulations. Your expertise will help drive financial integrity and support strategic decision-making across the organization. This position offers an exciting opportunity to apply your advanced accounting skills in a collaborative environment committed to excellence and continuous improvement.

Position: Senior Accountant

Location: West Los Angeles, CA

WORK MODEL: Must currently reside within commuting distance of the West Los Angeles office and be able to work onsite a minimum of 3 days/week once the hybrid schedule begins.

PAY RANGE: The targeted full-time base salary for this position is $118,400 to $125,000 per year. The final compensation will be determined by a number of factors, such as qualifications, expertise, and the candidate's geographical location.

• Direct Hire Role
• Seeking a highly seasoned Senior Accountant or Accounting Manager.
• Must be able to work independently with minimal oversight.
• Needs prior leadership experience, including direct reports, coaching staff, and reviewing staff work.
• 5+ years of relevant experience acceptable (rather than the 8 years listed in the JD).
• Strong experience working with large/heavy data sets.
• Must be comfortable reviewing and interpreting contracts.
• Public accounting experience required.
• Big 4/Big 8 accounting firm experience strongly preferred.
• Oracle experience is a plus, but not required.

Job Summary

This is a senior, ownership-level accounting role responsible for the full month-end close process, tax season readiness for SBTPG (Santa Barbara Tax Products Group) operations, and revenue-sharing contract management. This position carries process ownership, team mentorship, and cross-functional influence setting standards and policy rather than just executing them, and representing accounting in decisions spanning Finance, Product, and Operations.

Key Responsibilities

Month-End Close & Financial Reporting

• Own end-to-end month-end close activities for assigned areas, ensuring timely and accurate financial reporting and setting the close calendar and quality standards.
• Prepare, post, and approve complex and judgmental journal entries, documenting the technical accounting conclusions supporting them.
• Review work prepared by Senior Accountants, provide technical guidance, and mentor the team on close execution and accounting policy application.
• Review monthly account reconciliations and ensure timely resolution of outstanding items.
• Analyze financial results and investigate significant fluctuations, trends, and variances.
• Serve as a primary point of contact for internal and external auditors, overseeing preparation of supporting schedules and resolving audit inquiries.
• Define and drive process improvement initiatives to streamline the close and improve reporting efficiency, including automation and system enhancements.

Tax Processing Business Support & Tax Season Readiness

• Review transmitter agreements, determine the appropriate accounting treatment, and define the resulting accounting and operational requirements.
• Own annual tax season readiness for accounting, including preparation and maintenance of Transmitter Deal Sheets and alignment of stakeholders on the readiness plan.
• Coordinate with Development teams to ensure accurate system configuration based on contractual terms and business requirements.
• Participate in system testing, review test results, and provide business and accounting approvals prior to production deployment.
• Collaborate with ChRM team to create SBTPG revenue offers and validate testing results in Oracle testing environment.
• Review and validate Refund Transfer fee revenue reconciliations (RVRA) to ensure completeness and accuracy of revenue recognition.
• Lead quarterly loan loss reserve review meetings with senior leadership and business stakeholders to assess taxpayer loan portfolio performance.
• Investigate and resolve settlement clearing account items and other reconciling differences.
• Partner closely with SBTPG Payment Operations and Tax Operations teams to resolve operational and accounting issues.
• Partner closely with Reporting and Data teams to ensure the availability, accuracy, and completeness of operational and financial reports used for accounting.
• Lead the accounting evaluation and implementation of new SBTPG products, programs, and business initiatives, including technical accounting assessments and controls design.
• Establish and maintain accounting policies, process documentation, and operational procedures, and ensure adherence across the team.

Pay: $117,126.17 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Professional development assistance

Work Location: Hybrid remote in West Los Angeles, CA 90025