A Financial Service firm seeks a SENIOR STAFF ACCOUNTANT who possesses a genuine passion for aiding small business owners in managing their financial matters. This individual should also possess a strong knowledge of processing tax returns. The role offers the chance to acquire a comprehensive understanding of various industries and business structures, providing ample opportunities for personal growth and development.
Responsibilities:
BOOKKEEPING
As a “back-office” accountant/CFO, you will be responsible for managing multiple small business clients. Your key responsibilities will include:
Maintaining financial reports, records, and general ledger accounts.
Preparing journal entries, analyses, and account reconciliations, including monthly close processes.
Contributing to the development and review of annual operating budgets and performance projections.
Meeting processing and reporting deadlines for payroll, payroll tax returns, and sales tax.
Responding to information requests, reviewing financial statements, and assisting with internal audits.
Performing year-end financial reviews, preparing depreciation schedules, and handling tax return preparation for various business entity types.
Ensuring compliance with Generally Accepted Accounting Principles (GAAP).
Responding to tax notices on behalf of clients.
Participating in client meetings, both in-person and through virtual platforms like phone and Zoom.
Conducting reviews of client deliverables prepared by bookkeepers.
Assisting the managing CPA as required.
Providing training to bookkeepers and interns as needed.
TAX
Collect tax forms and meticulously track client paperwork.
Adhere to firm procedures for gathering tax documentation from all tax return clients.
Conduct tax intake meetings to ensure the acquisition of necessary paperwork for various client circumstances.
Utilize Lacerte to input client tax data and perform diagnostics to ensure accuracy.
Collaborate with the team to facilitate the smooth flow of tax returns and meet deadlines.
Identify potential tax credits to optimize tax benefits for clients.
Offer tax solutions for complex tax issues or errors stemming from incorrect tax filings.
Identify legal tax-saving opportunities and recommend strategies to enhance profitability.
Ensure clients’ compliance with federal, state, and local tax regulations.
Stay up-to-date with tax changes and industry trends through participation in educational opportunities, professional organizations, networking, and reading professional publications.
Requirements:
A Bachelor’s degree in Accounting or Finance, with 3-5 years of accounting experience in a fast-paced accounting firm.
A robust understanding of financial statements and general ledger accounting.
Demonstrated thoroughness and proficiency in analyzing financial data, along with the confidence to engage with clients.
Strong leadership skills and the ability to take full ownership of high-volume client deadlines and reporting.
Capability to meticulously track billable time in increments of at least 15 minutes throughout the workday.
Proficiency in handling multiple clients and tasks simultaneously, including transactional bookkeeping and processing tax returns during tax season with accuracy and attention to detail.
Effective verbal and written communication skills, with the ability to explain complex tax matters in accessible terms.
A team-oriented, kind, dedicated, and loyal approach to work, with the availability to work in the office.
Working knowledge of Excel, QuickBooks Desktop, QuickBooks Online, CCH, and Lacerte.
Annual Continuing Professional Education (CPE) provided by the company.
Additional qualifications such as EA (Enrolled Agent), CPA (Certified Public Accountant), or progress towards obtaining these designations would be advantageous.
