Heritage CPAs is a well-established boutique accounting, tax, and advisory firm based in Hauppauge, New York. For more than 40 years, we have served closely held businesses, entrepreneurs, and high-net-worth individuals throughout the tri-state area. We have built our reputation on trusted relationships, technical excellence, and a highly personalized approach to client service. We work closely with clients to help them make informed financial decisions, improve performance, and plan for long-term success.
Our team offers the professionalism and technical depth of a larger firm, with the accessibility, collaboration, and close client relationships that are often harder to find in bigger environments.
We are seeking a Senior Accountant to join our growing team. This is an excellent opportunity for an experienced accounting professional who is looking for broad client exposure, meaningful responsibility, and long-term growth within a collaborative and high-performing firm.
Position Overview
The Senior Accountant will work closely with firm leadership, staff, and clients across a variety of accounting, reporting, and tax-related matters. You will play a key role in client service delivery, staff development, and the continued growth of the firm. Base salary of $95,000.00 - $115,000.00 per year, commensurate with experience.
Key Responsibilities
- Manage monthly, quarterly, and annual accounting close processes for client engagements
- Review reconciliations, journal entries, account analyses, and supporting schedules prepared by Staff Accountants
- Analyze financial statements, identify trends and variances, and communicate meaningful insights to clients and firm leadership
- Support business clients with budgeting, forecasting, and practical financial recommendations to help guide decision-making
- Help improve reporting accuracy, consistency, and efficiency across client engagements
- Assist with the preparation and review of business income tax returns for S corporations, partnerships, and other closely held entities
- Prepare year-end workpapers, adjusting entries, and supporting schedules for business tax engagements
- Analyze general ledger activity and financial statements for tax reporting, including identification of book-to-tax differences
- Review payroll tax, sales tax, and other recurring compliance filings
- Work with leadership and clients to resolve tax notices, respond to information requests, and address business tax compliance matters
- Mentor Staff Accountants and Interns by supporting technical development, accountability, and day-to-day growth
Qualifications
- Bachelor’s degree in Accounting required; Finance considered with relevant public accounting experience
- CPA or progress toward CPA preferred
- 5+ years of public accounting experience required
- Strong understanding of accounting principles, financial reporting, and client service
- Ability to analyze financial information and provide thoughtful, practical recommendations
- Proficiency in QuickBooks, CCH Axcess, and Microsoft Excel required
- Strong organizational and project management skills, with the ability to manage multiple priorities and deadlines
- High level of accuracy, professionalism, and attention to detail
- Strong interpersonal and communication skills, with the ability to work effectively with clients and internal team members
Why Join Heritage CPAs
- The opportunity to join a respected, growth-oriented firm with a long-standing reputation for quality and service
- Direct exposure to a diverse client base, including closely held businesses and individuals with complex tax and financial needs
- Meaningful leadership responsibility and regular access to firm leadership
- A professional, collaborative environment where team members are supported in both technical and professional growth
- A long-term career opportunity with room to expand your role and responsibilities over time
- Competitive compensation and performance bonus opportunity
- Comprehensive benefits package including 401(k) with employer match, health, dental, vision, life insurance, HSA, and paid time off
- Summer Fridays, with the office closed every Friday from Memorial Day through Labor Day
This is a full-time, in-person role based in Hauppauge, NY.
If you are looking for a long-term opportunity where your contributions, judgment, and client service skills will be valued, we encourage you to apply.
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