Consulting Senior

Location: East Coldenham

JOB SUMMARYAs a Consulting Senior, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

JOB DESCRIPTION Tax Preparation:

Lead and manage the preparing of federal, state, and local tax returns for individuals, corporations, partnerships, and other entities

Organize and review client-provided financial information, ensuring accuracy and completeness

Use tax software and tools to input data, calculate tax liabilities, deductions, and credits

Client Accounting Support:

Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting

Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments

Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team Coordinate and lead month-end and year-end close processes for client accounts

Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards

Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders

Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management

Research and Analysis:

Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying compliance issues and opportunities to minimize tax liabilities and optimize financial outcome

Interpret and apply relevant tax laws, regulations, and guidelines

Prepare tax projections and estimates to guide clients in making informed financial decisions

Client Communication:

Communicate with clients to gather necessary information and address inquiries related to accounting and tax matters

Explain accounting and tax concepts and implications to clients in a clear and understandable manner

Collaborate with internal team to provide timely updates and recommendations to clients on their accounting and tax situations

Compliance and Documentation:

Ensure adherence to regulations and deadlines, filing tax returns accurately and timely

Maintain compliance with accounting principles, regulations, and client-specific requirements

Maintain organized and comprehensive files and documentation for each client engagement

Track changes in laws and regulations and their potential impact on clients

Team

Collaboration:

Collaborate with other professionals within the firm to share insights, knowledge, and best practices

Supervise and mentor staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members

Support members in complex projects, including audits and specialized services

Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and

Innovation:

Identify opportunities to enhance workflows, processes, and methodologies, contributing to the continuous improvement of the firm's accounting and tax services

Supervisory responsibilities

May supervise subordinate team members

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

Must be able to lift to 15 pounds at a time Travel required

Local travel may be limited and unpredictable, depending on client’s needs

Required education and experience

Bachelor’s degree in accounting, finance, or a related field3 – 6 years of…