Senior Accountant

Senior Accountant

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Summary/Objective

Tax return and financial statement preparation. Researches tax questions; assists senior accounting staff by preparing summaries and reports, and other accounting engagements; works on special projects, as needed.

Essential Functions

1. Responsible for accurate and timely preparation of a wide variety of tax returns and financial statements and related reports, including but not limited to, federal and state individual income tax returns, corporate tax returns, tax returns for pass through entities, trust tax returns, retirement plan reports. Report to the Accounting Manager the finances of the organization.

2. Analysis and interpretation of clients’ source documents, organization of work papers in a logical and orderly manner, identification and resolution of issues, proper preparation of tax forms, reconciliation of work papers to tax returns, timely submission of completed engagements to senior staff for review.

Other Essential Job Skills, Knowledge and Abilities:

· Must be able to interpret and apply GAAP, AU-C, GAAS, tax code, regulations and other technical standards

· Must be able to complete research projects in order to reach a technical conclusion

· Must be able to lead and complete entire consulting and tax engagements

· Must be able to prepare and understand financial statements and tax returns

· Must interact with others in the spirit of teamwork, cooperation and helpfulness

· Professional demeanor required

Competencies

1. Knowledge & Skills- Able to interpret data and apply solid judgement; Proactively identifies issues & recommends remedies

2. Client Relations - Primary contact for numerous accounts; Actively pro motes expanding services; Continually improving client relationships

3. Client Development - Fosters relationships to support client development; Actively seeks opportunities to offer services to potential clients.

4. Management Skills - Demonstrates effective project management skills including ability to delegates tasks appropriately

Supervisory Responsibility

Leadership Ability - Determines own personal career path; Facilitates staff & team development

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.

Position Type and Expected Hours of Work

This is a full-time position, and typical work hours and days are Monday through Friday, 8:00 a.m. to 5:00 p.m. Flexibility in hours is allowed. 

Travel

No travel is expected for this position.

Required Education and Experience

Completed Bachelor’s degree in accounting or equivalent.

Must have 4 years of tax or consulting

Must have expertise in one or more of the following industries: Real Estate, Construction, Agriculture

Preferred Education and Experience

 CPA or CPA Candidate

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.