Senior Accountant — Tax & Client Advisory Specialist

Department: Tax

Job Type: Full
- Time

• Perform routine engagement procedures in a timely and professional manner including cash, payables, capital expenditures, and other income and expenses
• Prepare and/or assist in preparation of the financial statements
• Meet engagement budget constraints and complete assigned tasks on time
• Understand and anticipate client’s needs
• Effectively communicate all aspects of work performed and complete analysis and feedback upon completion
• Attend trainings and webinars to remain current with accounting standards and industry trends
• Build new and enhance existing client relationships
• Execute administrative duties as assigned

• Bachelor’s degree in accounting
• CPA license
• 1-4 years of public accounting audit experience (candidates at the supervisory level will possess the ability to manage, develop, train and mentor staff)
• Drive to succeed with a positive attitude, sound judgment and adaptive to change
• Solid understanding of accounting and auditing principles with the ability to perform or review routine and complex engagement procedures
• Excellence in communication, organization, analysis, client service and technology including Microsoft Office and accounting software proficiency
• Ability to effectively juggle priorities, interact professionally with clients and all levels of staff and work independently in a fast paced, team-oriented environment

Department: Client Advisory Services

Job Type: Full
- Time

• General Accounting & Bookkeeping:
  Handle day‑day bookkeeping, including posting journal entries, reconciling accounts, and maintaining accounting for clients
• Accounts Payable & Accounts Receivable:
  Process accounts payable and accounts receivable for multiple clients
• Financial Reporting:
  Complete monthly close processes and financial statements
• Payroll Processing:
  Accurately process payroll including calculations for taxes, overtime, deductions, and employee benefits
• Sales tax Filing:
  Prepare and file sales tax returns, ensuring proper calculation and timely filing
• Client communication:
  Maintain direct contact with multiple clients
• Other duties:
  Assist with other duties as assigned
• Education:
  
  Participate in continuing education
• Relationships:
  Develop and cultivate professional client relationships

• Education – Fulfillment of the 150‑hour CPA certification requirement
• Knowledge – Basic accounting and bookkeeping skills, Quick Books knowledge and familiarity
• Skills – Judgment, accountability, planning, goal setting/accomplishment, excellent people skills to interact with clients and firm members, outstanding communication skills, initiative, positive attitude, team oriented, efficient, and proficient in Word, Excel and online research
• Experience – Prior work experience is required
• Exams – In pursuit of or obtained CPA licensure
• Travel – Very little, if any, out of town travel
• Intermediate accounting and bookkeeping skills; public accounting experience preferred
• Associate’s degree or Bachelor’s degree in accounting
• Positive attitude, sound judgment and adaptive to change
• Strong communication, organizational, analytical, client service and technology skills including Word, Excel and Quick Books software proficiency
• Ability to effectively juggle priorities, interact professionally with clients and all levels of staff and work independently in a fast paced, team‑oriented environment
• Quick Books Pro Advisor certification is a plus