Tax Senior - Tax Manager - Non Profit

Tax Senior - Tax Manager - Non Profit Regal Executive Search
• Madison, WI

The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients.

• Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.
• Build accounting client services engagements for gathering financial data, compiling information and preparing reports.
• Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met.
• Assume in-charge responsibilities for multiple clients.
• Act as controller for multiple clients.
• Prepare tax returns, including 1120, 1120S, 1065, Sales Tax, and Personal Property Tax.
• Plan and execute financial statement engagements.
• Prepare and review appropriate work papers.
• Attend prospect meetings with Managers or Partners.
• Begin to develop a Personal Marketing Plan.
• Complete projects efficiently within established time budgets.
• Perform miscellaneous duties as assigned.

Bachelor’s Degree in Accounting

Certified Public Accountant (CPA) desired.

• Minimum of two (2) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.
• Proficient in Microsoft Office programs, specifically Excel.
• Proficient in Pro Systems Tax, Fixed Assets and Engagement software.
• Demonstrated proficiency in use of general ledger accounting software.
• Demonstrated knowledge of GAAP.
• Knowledge of depreciation methods and lives.
• Demonstrated ability to relate well to clients.
• Demonstrated effective teamwork and leadership skills
• Possess excellent written and verbal communication skills.

Extensive work interacting both by phone and face to face with clients and staff.

Work is performed in a typical interior/office work environment with very limited exposure to physical risk.

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

Typical business hours are Monday through Friday, 8:00am-5:00pm. Additional work hours will be expected during tax season (approximately January 15
- April 15).