Senior Accountant ( Audit,Tax,Accounting)

Our Client story began in 1982 when a group of seven people set out to create a better public accounting firm.

Their goal was to service their clients by acting as an advocate for their businesses, their families, and their employees. They also sought to avoid micromanaging the people who joined alongside them. Instead, they wanted their team to be able to come to work, flourish both professionally and creatively in their efforts, and lead their own lives.

Benefits:

• Health Insurance-100% paid for employee-Blue Cross Blue Shield
• Dental-Employee paid-about $20.00 per month
• Vision care-Employee paid-about $7.00 per month
• Life Insurance-Employer paid
• Long Term Disability-Employer paid
• Short Term Disability-Employee paid
• 401-K with employer match
• Cafeteria plan for additional tax savings on benefits

Misc:

• Reimbursement for CPA study materials up to $2000
• Bonus upon completion of CPA-$4000
• PTO bank- up to 192 hours of leave annually
• 10 holidays in addition to PTO
• 2 weeks paid maternity/paternity leave
• Flex start times
• Dress for your day (casual dress code)
• Work from home policy
• All Continued education paid by employer
• Latest technology and equipment for all positions
• Annual Christmas bonus equal to one week of pay
• Fun events and surprises throughout the year

Reports to: Supervisor

General

A senior accountant has the primary responsibility for completion of client accounting and tax services within budget, supervising one or more staff accountants as necessary, and presenting the tax workpapers and returns for review to a manager or partner.

Essential Performance Functions

• Takes a leading role in the technical and professional development of the staff accountants and interns. Establishes and communicates roles and expectations for staff accountants at the start of the project and provides candid and constructive feedback on the work completed.

• Review returns prepared by staff accountants and assume responsibility for the completion of the work product. This requires the knowledge, judgment and ability to delegate, monitor progress, provide on-the-job training and feedback. A reviewed return should be free of errors.

• Begins to build strong relationships and a high level of credibility with the partners, managers and staff. Builds trust with firm leadership by completing work accurately, timely and consistently. Functions effectively in a team environment.

• Builds a strong relationship with firm clients. Properly communicates with clients to answer questions and request documents needed for the completion of work. Provides superior client service by returning calls and emails promptly.

• Participates in the firm's business development activities by identifying new client prospects and expanded service opportunities to existing clients. Seniors should begin to identify needs the client may not recognize.

• Actively participates in professional, business and/or community organizations. Seniors should build a strong network of professionals, both within the firm and outside the firm. Seniors should allocate at least 50 hours per year building and maintaining their network.

• Preparation of complex federal and state tax returns. The senior should be able to present work to a manager or partner for review with the expectation that few changes will be required. Research of complex tax issues should be completed prior to submission for review.

• Analyze and prepare responses to IRS and State Tax agencies.

• Analyze entity documents such as company agreements and determine appropriate tax treatment.

• Takes responsibility for monitoring due dates, contacting clients and troubleshooting on engagements assigned to them on a recurring basis.

• Productivity: Approximately 1,575 hours billable with realization of approximately 80% or more.

An Excellent Senior Accountant:

• Seeks challenging opportunities for learning and expansion of one’s personal knowledge bank. He or she should be very comfortable discussing these topics.

• Monitors the workload of all team members; adjusts and redistributes assignments accordingly; takes on additional work as needed to help the team; shows respect for all members of the team.

• Makes a conscious effort to help train team members and share knowledge. Team members should view senior accountants as first line leaders within the firm.

• Stays current on technical matters.

• Identifies areas for improvement on return processes and implements changes that improve efficiency.

• Helps create and maintain a positive, fun and professional work environment.

• Is organized.

• Takes notes of assigned tasks and completes the tasks in a timely manner the first time. Tasks can be defined in large (tax returns, other projects, etc.) or small (actions to take that are mentioned in casual conversation) terms. He/she should always be prepared to take notes in order to follow up on any tasks assigned.

Education, Experience and Skills required:

• Master’s or Bachelor’s degree in accounting.

• Proficiency with computer, spreadsheet software programs and calculator.

• Well rounded knowledge of accounting principles and personal income taxes

• Ability to communicate clearly and concisely

Originally posted on Himalayas