Accountant, Tax Accountant, Senior Accountant

Company Description Terry & Associates CPA, founded in 1994 by David Terry, is a well-established regional accounting firm providing tax and accounting services to clients across multiple states. The firm is known for its personalized approach, offering tailored financial solutions to both businesses and individuals. With a strong emphasis on professionalism and integrity, Terry & Associates CPA focuses on helping clients achieve financial stability and long-term success.

Team members work closely with clients to address diverse financial needs and support growth through customized strategies.

Role Description The Accountant role is a full-time, on-site position based in Crestview Hills, KY. The Accountant will handle day-to-day accounting activities, including preparing and reviewing financial statements, reconciling accounts, processing journal entries, and maintaining accurate general ledger records. The role includes preparing tax returns for individuals and businesses, assisting with tax planning, and ensuring compliance with relevant regulations. The Accountant will communicate regularly with clients to gather financial information, answer questions, and provide guidance on accounting and tax matters.

Additional responsibilities may include supporting audits, improving internal processes, and collaborating with team members to deliver timely and accurate financial services.

Responsibilities

• Prepare client financial statements accurately and timely
• Prepare corporate and individual tax returns (federal, state, and local)
• Maintain and reconcile Quick Books accounts for multiple clients
• Communicate directly with clients through phone calls, video meetings, and email
• Assist with bookkeeping, payroll, and other accounting services
• Support Firm Management with tax and accounting projects
• Maintain organized and accurate client records and documentation

Qualifications

• Bachelor’s degree required in Accounting, Finance, or Business
• Proficiency in Quick Books and Microsoft Excel
• Strong verbal speaking and written communication skills
• Professional and confident client communication skills required
• Strong analytical and problem-solving abilities
• Excellent organizational and time management skills
• Ability to work independently and collaboratively within a team
• Prior accounting or tax experience preferred