CPA Senior Accountant – Manager Track

CPA Senior Accountant – Manager Track

Company: Overhead Solutions Group

Location: Norfolk, VA

Employment Type: Full-Time, W-2

Compensation: $85,000–$105,000, based on experience

Work Arrangement: In-person or hybrid, depending on experience, business needs, and client deadlines

About Overhead Solutions Group

Overhead Solutions Group is a growing, Forbes-recognized CPA firm specializing in nonprofit organizations, grant-funded entities, and mission-driven businesses.

We help clients strengthen their accounting systems, prepare for audits, comply with grant requirements, and produce accurate, useful financial information.

As a small but growing firm, our team members are not limited to repetitive assignments or isolated workpaper sections. This position offers the opportunity to manage client projects, supervise staff, communicate directly with clients, improve firm processes, and grow into a leadership role.

Position Summary

We are seeking an experienced CPA Senior Accountant to join our Norfolk, Virginia, team and develop into a Manager.

This is a manager-track position for a CPA who is ready to move beyond preparing assigned workpapers. The successful candidate will be expected to independently manage engagements, prepare and review financial statements, supervise staff, communicate with clients, and keep projects moving from planning through completion.

The role includes a mix of audit and assurance work, client accounting, financial statement preparation, bookkeeping cleanup, project management, and selected tax preparation.

The ideal candidate is technically strong, proactive, detail-oriented, and comfortable taking ownership of projects without requiring step-by-step direction.

Key Responsibilities

• Prepare and review audit, review, and compilation workpapers.
• Prepare complex nonprofit audit sections involving net assets, revenue recognition, restricted funds, grants, contributions, and related disclosures.
• Review workpaper sections prepared by staff and interns, including cash, investments, expenses, revenue, and supporting schedules.
• Prepare complete financial statements and disclosures in accordance with GAAP.
• Assist with engagement planning, audit testing, documentation, client request lists, and engagement completion.
• Independently manage review, compilation, and other assurance engagements.
• Review general ledger activity, reconciliations, financial reports, and client accounting records.
• Perform bookkeeping cleanup and accounting correction projects.
• Prepare selected individual, business, and nonprofit tax returns.
• Communicate directly with clients to request information, resolve accounting questions, and provide project updates.
• Manage multiple client deadlines and workflows through Canopy and internal project management systems.
• Supervise, train, and review the work of staff accountants and interns.
• Provide clear, practical feedback that helps staff improve their technical skills and work quality.
• Research accounting, audit, tax, and nonprofit compliance matters before escalating questions.
• Identify potential accounting, reporting, and engagement issues and recommend appropriate solutions.
• Improve firm templates, checklists, procedures, workpapers, and client deliverables.
• Take ownership of assigned engagements from planning and client follow-up through completion and final communication.

Approximate Work Mix

• 50% audit, review, compilation, and assurance work
• 20% client accounting and bookkeeping cleanup
• 15% tax preparation and compliance
• 15% client communication and project management

The work mix may vary based on season, client deadlines, and firm needs.

Required Qualifications

• Active CPA license or successful completion of all CPA exam sections with the remaining licensing requirements in progress.
• Bachelor’s degree in Accounting or a related field.
• At least four years of progressive public accounting experience.
• Experience preparing complete financial statements and related disclosures.
• Experience with audits, reviews, compilations, or other assurance engagements.
• Strong understanding of GAAP and financial reporting.
• Experience reviewing, supervising, or training staff accountants or interns.
• Ability to independently manage client projects, deadlines, and outstanding requests.
• Strong Excel skills, including advanced formulas, financial analysis, and spreadsheet organization.
• Strong written and verbal communication skills.
• Ability to work directly with clients in a professional and service-focused manner.
• Ability to research technical issues, evaluate available information, and recommend solutions.
• Strong attention to detail, organization, follow-through, and ownership.
• Ability to work in a growing small-firm environment where priorities may shift based on client needs.

Preferred Qualifications

• Experience auditing or accounting for nonprofit organizations.
• Experience with grant accounting, restricted net assets, contributions, and nonprofit financial statements.
• Experience preparing individual, business, or nonprofit tax returns.
• Experience independently managing assurance engagements.
• Experience with QuickBooks Online, Canopy, AuditFile, ProConnect, Gusto, and Google Workspace.
• Interest in progressing into a Manager role and helping develop a growing accounting team.

Software and Technical Skills

The ideal candidate will have experience with or be willing to learn:

• QuickBooks Online
• Canopy
• AuditFile
• ProConnect
• Microsoft Excel
• Google Workspace
• Gusto

Advanced Excel skills are important for this position, including the ability to efficiently organize, analyze, reconcile, and review financial data.

Manager-Track Opportunity

This position is designed for someone who can develop into a Manager after demonstrating the ability to:

• Independently manage engagements from planning through completion.
• Review staff work and provide effective feedback.
• Maintain strong client relationships and communication.
• Prepare and review accurate financial statements and disclosures.
• Identify and resolve technical accounting and engagement issues.
• Consistently meet quality standards and deadlines.
• Manage multiple engagements without constant oversight.
• Support the training and development of junior team members.

Advancement will be based on performance, technical ability, leadership, client service, and the ability to independently manage projects and staff.

The Right Fit

This role is a good fit for someone who:

• Takes ownership of projects from beginning to end.
• Can manage deadlines without constant reminders.
• Communicates proactively when waiting on information, encountering an issue, or at risk of missing a deadline.
• Completes initial research before asking questions or escalating issues.
• Can identify problems and propose solutions.
• Enjoys working with nonprofit and mission-driven clients.
• Can review staff work and clearly explain corrections.
• Is professional, collaborative, emotionally mature, and solution-oriented.
• Wants to grow with a small firm and have a visible impact on its development.
• Understands that excellent client service requires both technical accuracy and proactive communication.

This position is not a good fit for someone who wants to perform only data entry, avoid client communication, or wait for step-by-step instructions on every assignment.

Compensation

The compensation range for this position is $85,000–$105,000, based on experience.

Final compensation will consider:

• CPA licensure
• Public accounting experience
• Nonprofit accounting and assurance expertise
• Financial statement preparation experience
• Staff supervision and review experience
• Tax preparation experience
• Ability to independently manage client engagements
• Ability to immediately assume manager-level responsibilities

Candidates who can independently oversee engagements, supervise staff, and manage client relationships may be considered at the higher end of the range.

Benefits

Overhead Solutions Group offers:

• Unlimited PTO, subject to proper scheduling, completion of responsibilities, and client deadlines
• Paid holidays
• Flexible scheduling
• Potential hybrid work arrangement
• Retirement plan eligibility after one year, with vesting after four years
• CPE reimbursement
• CPA exam and licensing support
• Bonus eligibility
• Professional development and training opportunities
• Opportunity to advance into a Manager role
• Supportive and collaborative small-firm environment
• Flexible working schedule

Why Join Us?

At Overhead Solutions Group, you will perform meaningful accounting and assurance work for organizations serving their communities.

You will not be limited to a narrow role or repetitive assignments. You will have the opportunity to work directly with clients, supervise and develop staff, improve internal processes, and help build a growing CPA firm.

We are looking for someone who wants more than a job. We want a CPA who is ready to take ownership, grow professionally, and become a trusted leader on our team.

Overhead Solutions Group is an equal opportunity employer.