Roth&Co is a top 150 U.S. financial services firm specializing in tax, accounting, advisory and broad spectrum business services. Our growth is powered by a strong commitment to our people, offering platforms for accelerated professional advancement through high-level experience, mentorship programs, leadership opportunities and continued education. With over 250 team members spanning 5 locations around the globe in the U.S., Israel and the Philippines- Roth&Co was ranked by Inside Public Accounting as one of the fastest growing firms of 2022, and named by Accounting Today as a 2025 Mid-Atlantic Regional Leader and ‘Firm to Watch.’ The Roth&Co culture celebrates bold innovation, fosters intensive growth, and cultivates a network of expert support for you to reach your absolute best professional self.

This is a 100% remote role.  A blend between managing our internal accounting team and being client facing.

Key Responsibilities: 

• Oversee monthly, quarterly, and annual financial reporting for multiple clients. Review balance sheets, income statements, cash flow statements for accuracy.
• Conduct financial analysis on month end reports and send video explanations to clients.
• Assist with Client Training on QBO, Bill.com and Payroll Integrations.
• Respond to client questions regarding their financial reports.
• Train and mentor CAS team members, fostering professional growth and development.
• Identify opportunities to enhance client accounting processes through automation and technology.

Skills Required:

• Bachelor’s degree in accounting, CPA preferred.
• Experience working at CPA firm and balancing many clients
• 5+ Years in Accounting with at least 2 years in a supervisory role.
• Experience in a CAS department preferred.
• Strong knowledge of QuickBooks Online, Bill.com and Integrations.
• Advanced experience with Excel.
• Comfortable working remotely, using video and communicating via Teams.
• Excellent written and spoken communication skills.
• Ability to multitask and prioritize without supervision.
• Strong problem-solving skills.
• Ability to travel to client sites as needed, less than 20% of your time.

If you’re ready to advance your career in a collaborative, high-impact environment while taking on more responsibility and leadership, we want to hear from you!