Senior Accountant

Job Description

We are seeking a detail-oriented and experienced Senior Accountant to join our independent insurance agency. This full-time, permanent position is ideal for a professional who enjoys a dynamic environment and is skilled in both corporate accounting and tax preparation.

The ideal candidate will have 5-10 years of professional accounting experience, strong Quick Books and financial reporting skills, and the ability to oversee bookkeepers while managing client relationships. A CPA designation is preferred. Full time 8:30AM-5:00PM Monday-Friday

(Saturdays may be necessary during tax season)

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan

• Set up, train, and review client Quick Books files to ensure accuracy and efficiency.
• Prepare and analyze financial statements, including balance sheets, profit and loss statements, and cash flow reports.
• Record and reconcile asset, liability, and capital account entries.
• Maintain and improve accounting controls by recommending policies and procedures.
• Identify and resolve financial discrepancies through detailed account analysis.
• Review and recommend improvements to accounting systems and internal processes.
• Participate in financial forecasting, budgeting, and standards setting.
• Supervise, assign, and review the work of bookkeepers to ensure accuracy and timeliness.
• Support the month-end and year-end closing process.
• Prepare and review corporate and business tax returns; provide tax planning and consultation.
• Communicate with management regarding project status, client issues, and recommendations.
• Build and maintain strong client relationships through clear communication and dependable service.

• Bachelors Degree in Accounting or related field (CPA preferred).
• Certification: A Preparer Tax Identification Number (PTIN)
• 5-10 years of professional accounting experience, including public accounting and corporate tax preparation.
• Advanced knowledge of Quick Books, Excel, and financial reporting tools.
• Strong understanding of GAAP and corporate finance principles.
• Excellent organizational, analytical, and problem-solving skills.
• Proven ability to manage multiple priorities and meet deadlines.
• High attention to detail and confidentiality in all matters.
• Strong communication skills and ability to collaborate across departments.
• Bilingual (English/Spanish) preferred but not required.