Advisory Senior

As the Senior Staff, you will be responsible for performing a variety of accounting, tax, and client service assignments with increasing independence and limited supervision. Responsibilities include general accounting, reviews, compilations, financial statement preparation, tax planning and compliance, and payroll, sales, and property tax matters. The Senior Staff member works directly with clients, identifies and communicates accounting and tax issues, conducts research, and provides guidance to less experienced team members.

Performance is evaluated based on technical knowledge, work quality, client service, ability to manage assignments, and meeting established deadlines and budgets.

• Perform client accounting fieldwork and engagement activities with increasing independence and limited supervision from senior team members and firm leadership
• Prepare and review bank reconciliations, trial balances, account reconciliations, journal entries, adjusting entries, and supporting accounting schedules
• Prepare and review write-up engagements, compilations, financial statements, and related client deliverables
• Apply accounting principles, professional standards, and firm procedures to assigned client engagements
• Analyze accounting records and supporting documentation for completeness, accuracy, and consistency
• Identify accounting issues, unusual transactions, discrepancies, and potential areas of concern and communicate findings to senior team members
• Research and resolve routine to moderately complex accounting issues with appropriate guidance
• Assist with month-end, quarter-end, and year-end accounting activities
• Identify opportunities to improve accounting processes, efficiency, and client service.
• Review work prepared by less experienced staff, as assigned, and provide constructive feedback

• Prepare and review payroll, sales, property, and other applicable federal, state, and local tax returns
• Prepare routine to moderately complex individual, corporate, partnership, fiduciary, and nonprofit tax returns
• Assist with complex, consolidated, unitary, and multi-state tax returns as assigned
• Conduct tax research and analyze applicable tax laws, regulations, and professional guidance
• Identify tax issues and communicate recommendations or areas requiring additional review to senior team members
• Assist with individual and business tax planning and compliance activities.
• Maintain awareness of changes in federal, state, and local tax regulations and assess their potential impact on assigned engagements
• Assist with the development of tax planning opportunities and recommendations for clients
• Review tax work prepared by less experienced staff, as assigned

• Participate in engagement planning and assist in establishing appropriate timelines, procedures, and deliverables
• Prepare confirmations, engagement letters, planning documentation, and other engagement materials
• Organize and maintain engagement files in accordance with firm standards and procedures
• Complete assigned engagement procedures within established budgets, deadlines, and quality expectations
• Manage assigned portions of client engagements with limited supervision.
• Maintain accurate, complete, and well-organized work papers and supporting documentation
• Identify potential engagement risks, scope changes, budget concerns, and scheduling issues and communicate them to senior team members in a timely manner
• Assist senior team members with client meetings, presentations, and deliverables
• Provide guidance and support to staff-level team members on assigned engagement activities

• Respond to routine and moderately complex client inquiries and requests in a timely and professional manner
• Communicate directly with clients regarding accounting, tax, and engagement matters within the scope of assigned responsibilities
• Develop a strong understanding of client needs, business operations, accounting practices, and financial objectives
• Build and maintain effective working relationships with clients, engagement teams, and firm leadership
• Anticipate client needs and identify opportunities to improve the client experience
• Identify potential additional client needs and communicate opportunities to appropriate engagement leaders or firm professionals
• Escalate complex or sensitive client matters appropriately

• Maintain and expand technical knowledge of accounting…