Senior Accountant CPA, Monrovia

Job Description

Job Description

We are seeking a Senior Accountant / CPA with a true concentration in accounting— not tax — to lead and elevate the accounting side of our practice. This is not a back-office role. You will be a trusted partner to our clients, a leader on our team, and a key contributor to the continued growth of one of the most respected firms in the region.If you are a numbers-driven professional who takes pride in clean books, airtight financials, and turning data into strategy, we want to meet you. What You’ll Do • Own and manage the full-cycle accounting function for a portfolio of business clients • Prepare, review, and analyze financial statements (P&L, balance sheet, cash flow) with precision and insight• Lead month-end and year-end close processes, reconciliations, and adjusting journal entries • Oversee general ledger integrity, chart of accounts structure, and internal controls • Provide strategic financial reporting and KPI analysis to support client decision-making• Supervise, mentor, and review the work of staff accountants and bookkeepers • Collaborate with our tax and advisory teams to ensure seamless client service • Identify process improvements and implement best practices across the accounting function • Maintain compliance with GAAP and current accounting standardsWhat You Bring• Minimum 5 years of progressive accounting experience (public accounting or multi-client firm experience strongly preferred) • Active CPA license in good standing strongly preferred; license number required at offer stage • Bachelor’s degree in accounting, Finance, or related field (Master’s a plus)• Deep expertise in accounting — financial reporting, GAAP, reconciliations, and close management • Proficiency in QuickBooks Online, QuickBooks Desktop, and Excel (advanced) • Experience with TaxDome, Karbon, or similar practice management platforms a plus • Exceptional attention to detail, organizational skills, and ownership mindset• Strong written and verbal communication skills — you can explain numbers to non-finance clients with confidence and clarity • Proven ability to manage multiple clients and deadlines without compromising quality • Bilingual English/Spanish is a plus Why Join Herbert Financial Group •Work directly with a CEO and leadership team that invests in your growth• Sophisticated, high-caliber client base — no boring books here • Defined path for advancement into senior leadership and partnership-track roles • Collaborative, professional, and growth-oriented team culture • Competitive compensation (DOE), performance bonuses, and benefits • Modern, tech-forward firm leveraging the best tools in the industryCompany Description Herbert Financial Group is a growing financial services and tax advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. We provide tax, accounting, financial planning, and insurance solutions with a commitment to integrity, professionalism, and exceptional client service. Our team-oriented culture values expertise, continuous learning, and long-term career growth.

Company Description

Herbert Financial Group is a growing financial services and tax advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. We provide tax, accounting, financial planning, and insurance solutions with a commitment to integrity, professionalism, and exceptional client service. Our team-oriented culture values expertise, continuous learning, and long-term career growth.