Senior Accountant

Essential Functions

• Demonstrate competency in technical skills, work quality, and application of professional standards and firm policies.
• Coordinate phases of engagements including planning engagements, set budgets for time and expenses and monitor actual performance against budget.
• Review difficult bank reconciliations.
• Prepare and/or review quarterly payroll tax returns and property tax reports.
• Process more complicated financial reporting engagements (multi-location, multi-firm).
• Review assigned accounting engagements.
• Assist with and/or complete year-end tax planning.
• Prepare and index work papers; perform various procedures established under accepted accounting principles required under SSARS standards to perform a compilation or review.
• Direct and instruct staff, where applicable, in work to be performed and work paper preparation.
• Prepare compiled and reviewed financial statements with footnote disclosures.
• Prepare federal and state income tax returns (i.e. 1120, 1120S, 1065, 1040 & 1041).
• Research IRS notices and prepare routine correspondence to client for approval and signature of a partner or authorized/delegated agent.
• Meet time budgets and client deadlines.
• Prepare client invoices.
• Provide training to client’s personnel for various accounting software packages.
• Proactively research and address tax issues in order to resolve them.
• Perform controller-by-the-hour work at client’s office (various accounting related tasks requested by the client).
• Attend various business development/marketing activities; participate in firm’s practice development efforts including expanding services to clients.
• Update the status of the projects to partners weekly.
• Prepare other reports, projects, and duties as may be assigned

Requirements

• Bachelor’s or Master’s Degree with a focus in Accounting or comparable (3-5 years) public accounting experience.
• CPA license in good standing or CPA candidate.
• 3-5 years of public accounting experience demonstrating a progression in complexity, scope, and number of engagements managed.
• Current knowledge to prepare GAAP and SPF financial statements including disclosures.
• Experience with Microsoft Office Suite, Quick Books, CCH ProSystem Tax and Engagement software a plus.
• Ability to establish workload priorities and perform assigned tasks on engagements or projects in a timely manner.
• Ability to analyze complex accounting issues.
• Ability to prepare business and individual income tax returns in an efficient and effective manner with minimal supervision.
• Ability to effectively and efficiently communicate orally and in writing with clients, taxing authorities, partners and peers.
• Ability to use discretion in dealing with client matters by keeping client and firm information confidential.
• Ability to maintain a professional presence while at the client’s office.

Working Conditions

• Occasional in-town travel to meetings, seminars and client’s offices using personal vehicle.
• Occasional overtime hours required throughout the year. Heavy overtime work required during January through April; may be in excess of 50 hours a week.