Position Title: Senior Account Executive, Accounting

Reports To: Firm Principal / Managing Director

FLSA Status: Full-Time / Non-Exempt (or Exempt based on compensation structure)

Location: On-Site

 

About Us

Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality tax, accounting, and financial consulting services with a personal touch. We are passionate about helping individuals and businesses achieve financial clarity and success, and we pride ourselves on building a collaborative, dynamic work environment where every team member is valued.

 

Position Overview

We are a growing Certified Public Accounting (CPA) firm dedicated to providing comprehensive tax preparation, bookkeeping, accounting, and advisory services to individuals and small businesses. We are seeking an energetic, detail-oriented, and client-focused Senior Account Executive to work directly with clients to perform accounting services.

 

In this role, you will manage the entire client lifecycle—from initial discovery and onboarding to document collection, progress tracking, and final delivery—while driving revenue growth by identifying opportunities for additional tax and advisory services.

 

Key Responsibilities

Client Discovery & Needs Assessment

• Lead initial discovery and consultation meetings to assess business needs for accounting and advisory services.
• Coordinate multi-departmental discovery calls involving internal specialists (e.g., CPAs, Tax Preparers, etc.) to ensure the appropriate suite of services is proposed.
• Prepare and present accurate accounting and recurring accounting fee quotes.
• Capture and distribute meeting notes and action items.

 

Onboarding & Workflow Management

• Guide new clients seamlessly through the firm’s onboarding process.
• Issue welcome communications, intake organizers, checklists, and engagement letters via the firm’s CRM/client portal.
• Verify submitted documents for completeness and accuracy, auditing client files against intake checklists.
• Maintain clear notes in the CRM regarding outstanding documentation and systematically follow up to retrieve required accounting records.

Client Communication & Engagement Lifecycle

• Serve as the central point of contact, delivering clear and proactive updates on accounting status and engagement progress.
• Facilitate internal workflow routing: coordinate with Senior Staff/CPA during initial quality reviews and for corrections as needed.
• Facilitate final review deliverables, transmitting completed financial statements to clients for review and fee payment.
• Coordinate final financial statement submissions once client authorization and payment are received.

 

Support & Business Development

• Execute follow-ups to confirm document receipt, ensure satisfaction, and answer operational questions.
• Develop and execute targeted sales strategies to achieve revenue expansion targets through cross-selling add-on services (e.g., tax preparation, planning, strategy, and financial services).
• Maintain long-term client relationships to drive client retention and referral growth.

 

Team Leadership & Mentorship

• Mentorship & Development: Guide, mentor, and support Account Executives and remote associate team members.
• Performance Improvement: Provide direction and training to improve team operational skills, communication, and overall sales conversion.

 

Position Requirements

Education & Experience

• Education: Coursework in tax, finance, accounting, business administration, communications, or sales/marketing is strongly preferred.
• Experience: 3–5 years of experience in account management, sales, client success, or professional services administration (CPA, legal, or financial services environment preferred).
• Track Record: Demonstrated ability to manage client relationships, meet service delivery timelines, and hit revenue expansion/sales targets.

 

Technical Skills

• Microsoft 365 Suite: Proficiency in Word, Excel, PowerPoint, Teams, OneNote, and SharePoint.
• Client Portals & Document Management: Familiarity with cloud document repositories, secure file transfer protocols, and electronic signature systems.
• CRM Systems: Working knowledge of CRM platforms (e.g., HubSpot, Salesforce, or accounting-specific CRMs like Liscio, Canopy, Karbon, or Jetpack Workflow).

 

What We Offer

• Competitive compensation commensurate with experience.
• Opportunities for professional growth and skill development.
• A supportive, inclusive team culture that values a collaborative, people-first culture where your ideas are valued and your growth is supported.

 

How to Apply

If this sounds like the right fit for your skills and career goals, please submit your resume and a brief cover letter to careers@abreucpa.com.

Abreu CPA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other protected status under federal, state, or local law.

COMPETENCIES

 

Soft Skills & Abilities

• Communication: Exceptional verbal and written communication skills suitable for high-touch professional client service.

 

• Organization & Detail: Superior organizational skills with a rigorous approach to tracking missing documents and managing deadlines.

 

• Problem-Solving: Analytical mindset equipped to address client concerns and streamline process bottlenecks.

 

• Adaptability: High degree of flexibility to shift priorities rapidly during peak accounting deadlines.

 

Technical Competencies

• Tax & Accounting Workflow Knowledge: Understanding of basic standard accounting cycles to communicate effectively with clients and CPAs.

 

• CRM & Process Tracking: Proficiency in leveraging CRM workflows, database audit trail features, and document verification checklists.

 

• Pipeline Management: Ability to manage multiple client engagements simultaneously across different stages (discovery, intake, production, review, delivery).

 

• Cross-Selling & Service Mapping: Knowledge of advisory tools and sales techniques to identify gaps in a client’s financial ecosystem and present relevant solution packages.

 

Core Competencies

• Client-Centricity: Consistently prioritizes client needs, delivering responsive, high-quality interactions that build trust and long-term loyalty.

 

• Relationship Building: Establishes collaborative, constructive relationships with both internal technical teams (CPAs, tax preparers, accountants) and external business clients.

 

• Operational Excellence & Precision: Demonstrates high precision in document auditing, CRM updates, and compliance checks, minimizing administrative errors.

 

• Accountability & Results Orientation: Takes ownership of revenue targets and workflow milestones; self-motivated to bring tasks to resolution without close supervision.

 

• Integrity & Professionalism: Upholds high ethical standards when handling sensitive client financial records and personal identifying information (PII).

Position: Supervisor, Tax & Accounting
Reports To: CEO

Position Type: Full-Time

Location: Onsite

 

About Us

Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality tax, accounting, and financial consulting services with a personal touch. We are passionate about helping individuals and businesses achieve financial clarity and success, and we pride ourselves on building a collaborative, dynamic work environment where every team member is valued.

 

Position Overview

We are seeking an experienced, proactive, and client-focused Supervisor to oversee client onboarding, account growth, workflow management, and client communication. In this key operational leadership role, you will bridge the gap between our clients, account executive team, and technical CPA staff. You will oversee end-to-end service delivery—from initial discovery and proposal generation to quality review, document management, and post-filing advisory transitions.

 

This role is ideal for a results-driven professional who balances operational oversight, sales strategy, and team mentorship while maintaining high standards of client service excellence.

 

Key Responsibilities

 

Client Onboarding & Needs Assessment

• Initial Discovery & Needs Assessment: Oversee discovery meetings with prospective and existing clients to evaluate personal and business accounting, tax, and advisory needs. Coordinate multi-disciplinary team members on calls to ensure optimal service scoping.
• Initial Consultation & Documentation: Ensure that foundational client information is gathered and detailed notes are recorded, and insights shared with appropriate team members.
• Fee Estimates & Engagement: Oversee tax preparation and accounting fee quotes. Ensure that welcome emails containing Intake Sheets/Organizers, Engagement Letters, and required document checklists are distributed to the clients.
• Specialist Coordination: Determine if follow-up calls with specialized staff or technical CPAs are required to meet complex client requirements.

Account Management & Growth Strategy

• Client Relationship Management: Develop and nurture long-term relationships with key accounts, serving as the dedicated point of contact for high-value clients to ensure high retention and satisfaction rates.
• Business Development & Upselling: Identify growth opportunities within existing accounts. Create and execute strategic sales plans to achieve revenue targets for additional firm offerings (e.g., ongoing accounting, tax planning, business consulting).
• Market Intelligence: Conduct market research to stay informed on industry trends, competitive positioning, and evolving tax compliance standards.

 

Document Verification & Workflow Coordination

• Document Audit & Verification: Oversee submitted client tax and financial documents for accuracy, completeness, and database compliance.
• Follow-up & Information Tracking: Oversee follow-up and audit workflows to track outstanding client information, ensuring all necessary data is secured promptly.
• Workload Assignment: Oversee the routing of verified client files and assignment of tax returns and accounting services to appropriate Account Executives and remote associates based on technical expertise and current team capacity.

 

Process Tracking, Quality Control & Filing

• Client Progress Updates: Maintain proactive, transparent communication with clients regarding the status of their tax returns, accounting reports, or financial deliverables.
• Issue Resolution: Address client concerns promptly, proactively resolve process bottlenecks, and maintain smooth communication between clients and internal preparation teams.
• Initial & Final Review Management: Facilitate internal review processes of tax returns prepared by Account Executives and remote associates to ensure accuracy, returning any flagged errors for correction prior to final delivery.
• Final Approval & Submission: Oversee completed tax returns to ensure they are sent to clients for review, digital signature, and payment collection. Oversee formal e-filing of verified returns.

 

Post-Filing Support & Ongoing Advisory

• Post-Filing Client Follow-Up: Oversee client receipt of filed returns and address post-submission questions or concerns.
• Ongoing Advisory Services: Transition tax clients into recurring advisory support, including year-round tax planning, entity structuring, and business consulting.

 

Team Leadership, Mentorship & Performance

• Mentorship & Development: Guide, mentor, and support Account Executives and remote associate team members.
• Performance Improvement: Provide direction and training to improve team operational skills, communication, and overall sales conversion.
• Leadership & Team Management: Lead and manage teams to ensure productivity, efficiency, and high performance while fostering a positive and collaborative work environment.
• Performance Monitoring & Evaluation: Work with CPA to set performance goals and expectations for team members, assist in regular performance reviews, provide constructive feedback, and identify training needs.
• Account Executive and Remote Associate Support: Support Account Executives, Senior Account Executives, and remote associates in identifying new business opportunities and generating leads.

 

Operations & Office Management

• Operations Management: Oversee day-to-day office operations to ensure smooth workflows, processes, and high-quality service delivery.
• Policy & Procedure Implementation: Partner with senior staff to implement and enforce firm policies and procedures.
• Client Service Oversight: Oversee all client communication channels to maintain peak service levels and preserve strong long-term client relationships.

 

Qualifications & Requirements

• Education: Associate or Bachelor’s degree (completed or in progress) with a concentration in Accounting, Tax, Business, Marketing, Finance, or a related field is preferred.
• Experience: 4–6 years of professional experience in sales, account management, client relationship management, or related financial services roles.
• Track Record: Proven ability to achieve sales targets, grow existing client accounts, and manage complex client portfolios.
• Leadership Skills: Demonstrated experience leading, mentoring, or training junior team members and managing cross-functional workflows.
• Communication & Presentation: Outstanding written and verbal communication skills with the ability to construct and deliver compelling presentations to business owners, executives, and high-net-worth individual stakeholders.
• Technical & Software Proficiency:
  • Proficient in Microsoft Office (Word, Excel, PowerPoint).
  • Hands-on experience with Microsoft Teams, and SharePoint (or equivalent document management tools).
  • Familiarity with Customer Relationship Management (CRM) databases and client portals.
  • Practical understanding of modern sales methodologies, tools, and pipeline management.
• Analytical & Organizational Skills: Strong analytical capabilities to resolve complex operational bottlenecks, prioritize tasks, and manage tight deadlines during peak tax seasons.
• Personal Attributes: Self-motivated, highly organized, flexible, adaptable to changing firm priorities, and deeply committed to client service excellence.

 

What We Offer

• Competitive compensation commensurate with experience.
• Opportunities for professional growth and skill development.
• A supportive, inclusive team culture that values a collaborative, people-first culture where your ideas are valued and your growth is supported.

 

How to Apply

If this sounds like the right fit for your skills and career goals, please submit your resume and a brief cover letter to careers@abreucpa.com.

Abreu CPA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other protected status under federal, state, or local law.

COMPETENCIES

 

Core Competencies

1. Client-Centricity & Relationship Building: Deep commitment to understanding client goals, driving high retention rates, and delivering tailored tax and accounting support.

 

1. Operational & Workflow Efficiency: Ability to streamline process pipelines, track outstanding documentation, route work effectively, and eliminate operational bottlenecks under tight tax deadlines.

 

1. Sales & Account Growth Execution: Aptitude for uncovering client needs, executing upselling strategies for bookkeeping/advisory solutions, and hitting revenue targets.

 

1. Leadership & People Development: Capability to motivate team members, provide active mentorship, set clear performance benchmarks, and cultivate a high-trust work culture.

 

1. Cross-Functional Communication: Excellent verbal, written, and presentation skills to bridge technical CPA teams, account staff, business owners, and high-net-worth clients.

 

Role-Specific Technical & Leadership Competencies

• Tax & Accounting Workflow Knowledge: Familiarity with the lifecycle of personal and business tax preparation, accounting services, audit document tracking, and client intake protocols.

 

• Resource & Capacity Management: Skill in assessing staff capacity and technical expertise to route accounts efficiently.

 

• Quality Assurance & Compliance Oversight: Meticulous attention to detail when managing document reviews, audit trails, and e-filing authorization processes.

 

• Problem Solving & Bottleneck Resolution: Proactive approach to navigating team friction, client concerns, and workflow delays during peak volumes.

Position Title: Office Administrator

Reports To: Firm Principal / Managing Director

FLSA Status: Full-Time / Non-Exempt (or Exempt based on compensation structure)

Location: Norwalk, CT (On-site)

 

About Us

Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality tax, accounting, and financial consulting services with a personal touch. We are passionate about helping individuals and businesses achieve financial clarity and success, and we pride ourselves on building a collaborative, dynamic work environment where every team member is valued.

 

Position Overview

We are seeking a proactive, organized, and client-focused Office Administrator to keep our day-to-day operations running smoothly. In this key role, you will be the face and voice of our firm—managing client interactions, streamlining document workflows, supporting tax preparation and accounting operations, and assisting with exciting marketing initiatives. If you thrive in a collaborative environment, enjoy solving problems, and take pride in delivering exceptional service, we would love to connect with you.

 

Key Responsibilities

Client Operations & Administrative Support

• First Impression: Serve as the primary point of contact for client inquiries via phone, email, and in-person visits, ensuring a warm and professional experience.
• Account Coordination: Route client inquiries and assign accounts to appropriate Account Executives.
• General Office Operations: Oversee core administrative functions, including filing, document scanning, digital organization, and mail handling.

Tax and Accounting Preparation & Document Management

• External Folder Setup: Create secure external client folders in SharePoint for clients to directly upload tax and accounting documents.
• Process & Checklist Verification: Monitor client SharePoint folders and verify customer document checklists to ensure all files are complete prior to tax preparation and accounting services.
• Client Record Keeping: Document client communications directly in SharePoint client files and maintain ongoing archives of completed tax returns and accounting records.
• Database & Profile Setup: Create and update client profiles in the tax software and primary accounting systems.
• Data Entry: Input comprehensive client information and initial consultation notes into firm databases

Sales & Marketing Support

• Client Engagement: Initiate contact and conduct timely follow-ups with prospective clients who have expressed interest in firm services.
• Marketing Initiatives: Assist inside and outside sales/marketing teams by drafting and sending promotional emails, producing social media posts, and contributing to monthly newsletters.
• Event Coordination: Help organize firm events, client webinars, and educational seminars to attract new clients.

 

Qualifications & Skills

Required

• High school diploma or equivalent.
• 2-3 years of experience in office administration, customer service, or a related administrative role.
• Bilingual fluency in English and Spanish (written and verbal) to support our diverse client base.
• Strong proficiency with Microsoft Office Suite (Word, Excel, Outlook, and Teams/SharePoint).
• Strong problem-solving abilities, outstanding organizational skills, and a demonstrated ability to manage multiple priorities in a timely, collaborative fashion.
• High level of attention to detail and ability to handle confidential information responsibly.

Preferred

• Experience using Microsoft SharePoint (external file sharing).
• Familiarity with tax applications and accounting systems (e.g., Drake Software, QuickBooks).
• Associate’s or Bachelor’s degree in Business Administration, Communications, or a related field.

 

What We Offer

• Competitive compensation commensurate with experience.
• Opportunities for professional growth and skill development.
• A supportive, inclusive team culture that values a collaborative, people-first culture where your ideas are valued and your growth is supported.

 

How to Apply

If this sounds like the right fit for your skills and career goals, please submit your resume and a brief cover letter to careers@abreucpa.com.

Abreu CPA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other protected status under federal, state, or local law.

COMPETENCIES

 

1. Core Competency Framework

Competency	Level	Definition & Key Behaviors
Client Service Orientation	Intermediate	* Prioritizes client satisfaction by providing welcoming, prompt, and accurate responses across phone, email, and in-person channels. * Demonstrates empathy and maintains professionalism under high-volume conditions (e.g., peak tax season).
Bilingual Communication	Advanced	* Fluent in both English and Spanish (verbal and written). * Accurately translates operational terms and client needs without losing context or clarity. * Navigates cultural nuances effectively when engaging with diverse client demographics.
Integrity & Confidentiality	Advanced	* Strictly adheres to privacy standards (e.g., handling sensitive tax and accounting records). * Operates with discretion, ensuring secure file management and compliance with firm data policies.

2. Technical & Functional Competencies

A. Systems & Data Management

• SharePoint & CRM Proficiency: Ability to construct, organize, and maintain clean digital file hierarchies, including external SharePoint folders and client communication logs.
• Tax Software & Accounting Systems: Capability to input consultation notes, enter client data accurately, and maintain record archives in tax software and accounting systems.
• Process Compliance & Verification: Meticulous oversight of client document checklists, verifying file completeness before handing off accounts to Account Executives.
• Basic Business Technology: Command of standard Microsoft Office applications (Word, Excel, PowerPoint) and routine office equipment (scanners, copiers).

 

B. Administrative & Operational Execution

• Workflow & Task Prioritization: Efficiently juggles competing priorities—ranging from immediate phone/walk-in requests to routine digital filing—without dropping quality.
• Inquiry Triage: Accurately assesses client needs and routes communications to the appropriate internal resource or Account Executive promptly.

 

C. Growth & Marketing Support

• Event & Project Coordination: Assists in organizing and executing webinars, seminars, and calendar schedules smoothly.
• Marketing Execution: Writes clear, grammatically correct content (in English and Spanish) for social media, newsletters, and promotional emails following brand guidelines.

 

3. Behavioral Competencies

1. Adaptability & Stress Tolerance

• Remains calm, composed, and productive during high-stress periods like tax season deadlines.

 

1. Detail Orientation & Accuracy

• Checks own work meticulously to prevent data-entry errors in client profiles and tax filings.

 

1. Proactivity & Continuous Improvement

• Anticipates team needs, identifies workflow bottlenecks early, and eagerly adopts new software, tools, and processes.

 

1. Collaboration & Teamwork

• Builds positive working relationships with Account Executives and leadership, offering help where needed to drive firm success.

Position Title: Senior Account Executive, Tax

Reports To: Firm Principal / Managing Director

FLSA Status: Full-Time / Non-Exempt (or Exempt based on compensation structure)

Location: On-Site

 

About Us

Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality tax, accounting, and financial consulting services with a personal touch. We are passionate about helping individuals and businesses achieve financial clarity and success, and we pride ourselves on building a collaborative, dynamic work environment where every team member is valued.

 

Position Overview

We are a growing Certified Public Accounting (CPA) firm dedicated to providing comprehensive tax preparation, bookkeeping, accounting, and advisory services to individuals and small businesses. We are seeking an energetic, detail-oriented, and client-focused Senior Account Executive to work directly with clients for tax preparation.

 

In this role, you will manage the entire client lifecycle—from initial discovery and onboarding to document collection, progress tracking, and final delivery—while driving revenue growth by identifying opportunities for additional accounting and advisory services.

 

Key Responsibilities

Client Discovery & Needs Assessment

• Lead initial discovery and consultation meetings to assess individual and business needs for personal tax, corporate tax, and advisory services.
• Coordinate multi-departmental discovery calls involving internal specialists (e.g., CPA, Accountants, etc.) to ensure the appropriate suite of services is offered.
• Prepare and present accurate tax preparation and fee quotes.
• Capture and distribute meeting notes and action items.

 

Onboarding & Workflow Management

• Guide new clients seamlessly through the firm’s onboarding process.
• Issue welcome communications, intake organizers, checklists, and engagement letters via the firm’s CRM/client portal.
• Verify submitted documents for completeness and accuracy, auditing client files against intake checklists.
• Maintain clear notes in the CRM regarding outstanding documentation and systematically follow up to retrieve required tax records.

 

Client Communication & Engagement Lifecycle

• Serve as the central point of contact, delivering clear and proactive updates on tax return status and engagement progress.
• Facilitate internal workflow routing: coordinate with Senior Staff/CPA during initial quality reviews and corrections as needed.
• Facilitate final review deliverables, transmitting completed returns to clients for review, digital signature, and fee payment.
• Coordinate final e-filing submissions once client authorization and payment are received.

 

Post-Filing Support & Business Development

• Execute post-filing follow-ups to confirm document receipt, ensure satisfaction, and answer operational questions.
• Develop and execute targeted sales strategies to achieve revenue expansion targets through cross-selling add-on services (e.g., tax planning, tax resolution, tax strategy, monthly accounting, and financial services).
• Maintain long-term client relationships to drive client retention and referral growth.

 

Team Leadership & Mentorship

• Mentorship & Development: Guide, mentor, and support Account Executives and remote associate team members.
• Performance Improvement: Provide direction and training to improve team operational skills, communication, and overall sales conversion.

 

Position Requirements

Education & Experience

• Education: Coursework in tax, finance, accounting, business administration, communications, or sales/marketing is strongly preferred.
• Experience: 3–5 years of experience in account management, sales, client success, or professional services administration (CPA, legal, or financial services environment preferred).
• Track Record: Demonstrated ability to manage client relationships, meet service delivery timelines, and hit revenue expansion/sales targets.

 

Technical Skills

• Microsoft 365 Suite: Proficiency in Word, Excel, PowerPoint, Teams, OneNote, and SharePoint.
• Client Portals & Document Management: Familiarity with cloud document repositories, secure file transfer protocols, and electronic signature systems.
• CRM Systems: Working knowledge of CRM platforms (e.g., HubSpot, Salesforce, or accounting-specific CRMs like Liscio, Canopy, Karbon, or Jetpack Workflow).

 

What We Offer

• Competitive compensation commensurate with experience.
• Opportunities for professional growth and skill development.
• A supportive, inclusive team culture that values a collaborative, people-first culture where your ideas are valued and your growth is supported.

 

How to Apply

If this sounds like the right fit for your skills and career goals, please submit your resume and a brief cover letter to careers@abreucpa.com.

Abreu CPA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other protected status under federal, state, or local law.

COMPETENCIES

 

Soft Skills & Abilities

• Communication: Exceptional verbal and written communication skills suitable for high-touch professional client service.

 

• Organization & Detail: Superior organizational skills with a rigorous approach to tracking missing documents and managing deadlines.

 

• Problem-Solving: Analytical mindset equipped to address client concerns and streamline process bottlenecks.

 

• Adaptability: High degree of flexibility to shift priorities rapidly during peak tax deadlines.

 

Technical Competencies

• Tax & Accounting Workflow Knowledge: Understanding of basic tax document requirements (W-2s, 1099s, Schedule C/E inputs, K-1s) to communicate effectively with clients and CPAs.

 

• CRM & Process Tracking: Proficiency in leveraging CRM workflows, database audit trail features, and document verification checklists.

 

• Pipeline Management: Ability to manage multiple client engagements simultaneously across different stages (discovery, intake, production, review, delivery).

 

• Cross-Selling & Service Mapping: Knowledge of advisory tools and sales techniques to identify gaps in a client’s financial ecosystem and present relevant solution packages.

 

Core Competencies

• Client-Centricity: Consistently prioritizes client needs, delivering responsive, high-quality interactions that build trust and long-term loyalty.

 

• Relationship Building: Establishes collaborative, constructive relationships with both internal technical teams (CPAs, tax preparers, accountants) and external business clients.

 

• Operational Excellence & Precision: Demonstrates high precision in document auditing, CRM updates, and compliance checks, minimizing administrative errors.

 

• Accountability & Results Orientation: Takes ownership of revenue targets and workflow milestones; self-motivated to bring tasks to resolution without close supervision.

 

• Integrity & Professionalism: Upholds high ethical standards when handling sensitive client financial records and personal identifying information (PII).

Position Title: Account Executive, Accounting

Reports To: Firm Principal / Managing Director

FLSA Status: Full-Time / Non-Exempt (or Exempt based on compensation structure)

Location: On-Site

 

About Us

Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality tax, accounting, and financial consulting services with a personal touch. We are passionate about helping individuals and businesses achieve financial clarity and success, and we pride ourselves on building a collaborative, dynamic work environment where every team member is valued.

 

Position Overview

We are a growing Certified Public Accounting (CPA) firm dedicated to providing comprehensive tax preparation, bookkeeping, accounting, and advisory services to individuals and small businesses. We are seeking an energetic, detail-oriented, and client-focused Account Executive to work directly with clients to perform accounting services.

 

In this role, you will manage the entire client lifecycle—from initial discovery and onboarding to document collection, progress tracking, and final delivery—while driving revenue growth by identifying opportunities for additional tax and advisory services.

 

Key Responsibilities

Client Discovery & Needs Assessment

• Lead initial discovery and consultation meetings to assess business needs for accounting and advisory services.
• Coordinate multi-departmental discovery calls involving internal specialists (e.g., CPAs, Tax Preparers, etc.) to ensure the appropriate suite of services is proposed.
• Prepare and present accurate accounting and recurring accounting fee quotes.
• Capture and distribute meeting notes and action items.

 

Onboarding & Workflow Management

• Guide new clients seamlessly through the firm’s onboarding process.
• Issue welcome communications, intake organizers, checklists, and engagement letters via the firm’s CRM/client portal.
• Verify submitted documents for completeness and accuracy, auditing client files against intake checklists.
• Maintain clear notes in the CRM regarding outstanding documentation and systematically follow up to retrieve required accounting records.

Client Communication & Engagement Lifecycle

• Serve as the central point of contact, delivering clear and proactive updates on accounting status and engagement progress.
• Facilitate internal workflow routing: coordinate with Senior Staff/CPA during initial quality reviews and for corrections as needed.
• Facilitate final review deliverables, transmitting completed financial statements to clients for review and fee payment.
• Coordinate final financial statement submissions once client authorization and payment are received.

 

Support & Business Development

• Execute follow-ups to confirm document receipt, ensure satisfaction, and answer operational questions.
• Develop and execute targeted sales strategies to achieve revenue expansion targets through cross-selling add-on services (e.g., tax preparation, planning, strategy, and financial services).
• Maintain long-term client relationships to drive client retention and referral growth.

 

Position Requirements

Education & Experience

• Education: Coursework in tax, finance, accounting, business administration, communications, or sales/marketing is strongly preferred.
• Experience: 2–4 years of experience in account management, sales, client success, or professional services administration (CPA, legal, or financial services environment preferred).
• Track Record: Demonstrated ability to manage client relationships, meet service delivery timelines, and hit revenue expansion/sales targets.

 

Technical Skills

• Microsoft 365 Suite: Proficiency in Word, Excel, PowerPoint, Teams, OneNote, and SharePoint.
• Client Portals & Document Management: Familiarity with cloud document repositories, secure file transfer protocols, and electronic signature systems.
• CRM Systems: Working knowledge of CRM platforms (e.g., HubSpot, Salesforce, or accounting-specific CRMs like Liscio, Canopy, Karbon, or Jetpack Workflow).

 

What We Offer

• Competitive compensation commensurate with experience.
• Opportunities for professional growth and skill development.
• A supportive, inclusive team culture that values a collaborative, people-first culture where your ideas are valued and your growth is supported.

 

How to Apply

If this sounds like the right fit for your skills and career goals, please submit your resume and a brief cover letter to careers@abreucpa.com.

Abreu CPA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other protected status under federal, state, or local law.

COMPETENCIES

 

Soft Skills & Abilities

• Communication: Exceptional verbal and written communication skills suitable for high-touch professional client service.

 

• Organization & Detail: Superior organizational skills with a rigorous approach to tracking missing documents and managing deadlines.

 

• Problem-Solving: Analytical mindset equipped to address client concerns and streamline process bottlenecks.

 

• Adaptability: High degree of flexibility to shift priorities rapidly during peak accounting deadlines.

 

Technical Competencies

• Tax & Accounting Workflow Knowledge: Understanding of basic standard accounting cycles to communicate effectively with clients and CPAs.

 

• CRM & Process Tracking: Proficiency in leveraging CRM workflows, database audit trail features, and document verification checklists.

 

• Pipeline Management: Ability to manage multiple client engagements simultaneously across different stages (discovery, intake, production, review, delivery).

 

• Cross-Selling & Service Mapping: Knowledge of advisory tools and sales techniques to identify gaps in a client’s financial ecosystem and present relevant solution packages.

 

Core Competencies

• Client-Centricity: Consistently prioritizes client needs, delivering responsive, high-quality interactions that build trust and long-term loyalty.

 

• Relationship Building: Establishes collaborative, constructive relationships with both internal technical teams (CPAs, tax preparers, accountants) and external business clients.

 

• Operational Excellence & Precision: Demonstrates high precision in document auditing, CRM updates, and compliance checks, minimizing administrative errors.

 

• Accountability & Results Orientation: Takes ownership of revenue targets and workflow milestones; self-motivated to bring tasks to resolution without close supervision.

 

Integrity & Professionalism: Upholds high ethical standards when handling sensitive client financial records and personal identifying information (PII).

Position Title: Account Executive, Tax

Reports To: Firm Principal / Managing Director

FLSA Status: Full-Time / Non-Exempt (or Exempt based on compensation structure)

Location: On-Site

 

About Us

Abreu CPA is a client-focused accounting firm based in Norwalk, CT, dedicated to providing high-quality tax, accounting, and financial consulting services with a personal touch. We are passionate about helping individuals and businesses achieve financial clarity and success, and we pride ourselves on building a collaborative, dynamic work environment where every team member is valued.

 

Position Overview

We are a growing Certified Public Accounting (CPA) firm dedicated to providing comprehensive tax preparation, bookkeeping, accounting, and advisory services to individuals and small businesses. We are seeking an energetic, detail-oriented, and client-focused Account Executive to work directly with clients for tax preparation.

 

In this role, you will manage the entire client lifecycle—from initial discovery and onboarding to document collection, progress tracking, and final delivery—while driving revenue growth by identifying opportunities for additional accounting and advisory services.

 

Key Responsibilities

Client Discovery & Needs Assessment

• Lead initial discovery and consultation meetings to assess individual and business needs for personal tax, corporate tax, and advisory services.
• Coordinate multi-departmental discovery calls involving internal specialists (e.g., CPA, Accountants, etc.) to ensure the appropriate suite of services is offered.
• Prepare and present accurate tax preparation and fee quotes.
• Capture and distribute meeting notes and action items.

 

Onboarding & Workflow Management

• Guide new clients seamlessly through the firm’s onboarding process.
• Issue welcome communications, intake organizers, checklists, and engagement letters via the firm’s CRM/client portal.
• Verify submitted documents for completeness and accuracy, auditing client files against intake checklists.
• Maintain clear notes in the CRM regarding outstanding documentation and systematically follow up to retrieve required tax records.

 

Client Communication & Engagement Lifecycle

• Serve as the central point of contact, delivering clear and proactive updates on tax return status and engagement progress.
• Facilitate internal workflow routing: coordinate with Senior Staff/CPA during initial quality reviews and corrections as needed.
• Facilitate final review deliverables, transmitting completed returns to clients for review, digital signature, and fee payment.
• Coordinate final e-filing submissions once client authorization and payment are received.

 

Post-Filing Support & Business Development

• Execute post-filing follow-ups to confirm document receipt, ensure satisfaction, and answer operational questions.
• Develop and execute targeted sales strategies to achieve revenue expansion targets through cross-selling add-on services (e.g., tax planning, tax resolution, tax strategy, monthly accounting, and financial services).
• Maintain long-term client relationships to drive client retention and referral growth.

 

Position Requirements

Education & Experience

• Education: Coursework in tax, finance, accounting, business administration, communications, or sales/marketing is strongly preferred.
• Experience: 2–4 years of experience in account management, sales, client success, or professional services administration (CPA, legal, or financial services environment preferred).
• Track Record: Demonstrated ability to manage client relationships, meet service delivery timelines, and hit revenue expansion/sales targets.

 

Technical Skills

• Microsoft 365 Suite: Proficiency in Word, Excel, PowerPoint, Teams, OneNote, and SharePoint.
• Client Portals & Document Management: Familiarity with cloud document repositories, secure file transfer protocols, and electronic signature systems.
• CRM Systems: Working knowledge of CRM platforms (e.g., HubSpot, Salesforce, or accounting-specific CRMs like Liscio, Canopy, Karbon, or Jetpack Workflow).

 

What We Offer

• Competitive compensation commensurate with experience.
• Opportunities for professional growth and skill development.
• A supportive, inclusive team culture that values a collaborative, people-first culture where your ideas are valued and your growth is supported.

 

How to Apply

If this sounds like the right fit for your skills and career goals, please submit your resume and a brief cover letter to careers@abreucpa.com.

Abreu CPA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other protected status under federal, state, or local law.

COMPETENCIES

 

Soft Skills & Abilities

• Communication: Exceptional verbal and written communication skills suitable for high-touch professional client service.

 

• Organization & Detail: Superior organizational skills with a rigorous approach to tracking missing documents and managing deadlines.

 

• Problem-Solving: Analytical mindset equipped to address client concerns and streamline process bottlenecks.

 

• Adaptability: High degree of flexibility to shift priorities rapidly during peak tax deadlines.

 

Technical Competencies

• Tax & Accounting Workflow Knowledge: Understanding of basic tax document requirements (W-2s, 1099s, Schedule C/E inputs, K-1s) to communicate effectively with clients and CPAs.

 

• CRM & Process Tracking: Proficiency in leveraging CRM workflows, database audit trail features, and document verification checklists.

 

• Pipeline Management: Ability to manage multiple client engagements simultaneously across different stages (discovery, intake, production, review, delivery).

 

• Cross-Selling & Service Mapping: Knowledge of advisory tools and sales techniques to identify gaps in a client’s financial ecosystem and present relevant solution packages.

 

Core Competencies

• Client-Centricity: Consistently prioritizes client needs, delivering responsive, high-quality interactions that build trust and long-term loyalty.

 

• Relationship Building: Establishes collaborative, constructive relationships with both internal technical teams (CPAs, tax preparers, accountants) and external business clients.

 

• Operational Excellence & Precision: Demonstrates high precision in document auditing, CRM updates, and compliance checks, minimizing administrative errors.

 

• Accountability & Results Orientation: Takes ownership of revenue targets and workflow milestones; self-motivated to bring tasks to resolution without close supervision.

 

• Integrity & Professionalism: Upholds high ethical standards when handling sensitive client financial records and personal identifying information (PII).