JOB SUMMARY

As a Consulting Senior, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

JOB DESCRIPTION

Tax Preparation:

• Lead and manage the preparing of federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
• Organize and review client-provided financial information, ensuring accuracy and completeness
• Use tax software and tools to input data, calculate tax liabilities, deductions, and credits

Client Accounting Support:

• Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
• Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
• Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
• Coordinate and lead month-end and year-end close processes for client accounts
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
• Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
• Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management

Research and Analysis:

• Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying compliance issues and opportunities to minimize tax liabilities and optimize financial outcome
• Interpret and apply relevant tax laws, regulations, and guidelines
• Prepare tax projections and estimates to guide clients in making informed financial decisions

Client Communication:

• Communicate with clients to gather necessary information and address inquiries related to accounting and tax matters
• Explain accounting and tax concepts and implications to clients in a clear and understandable manner
• Collaborate with internal team to provide timely updates and recommendations to clients on their accounting and tax situations

Compliance and Documentation:

• Ensure adherence to regulations and deadlines, filing tax returns accurately and timely
• Maintain compliance with accounting principles, regulations, and client-specific requirements
• Maintain organized and comprehensive files and documentation for each client engagement
• Track changes in laws and regulations and their potential impact on clients

Team Collaboration:

• Collaborate with other professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Support members in complex projects, including audits and specialized services
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation:

• Identify opportunities to enhance workflows, processes, and methodologies, contributing to the continuous improvement of the firm's accounting and tax services

Supervisory responsibilities

• May supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Travel required

• Local travel may be limited and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field
• 3 – 6 years of relevant experience

• Software: Microsoft Suite, CCH Prosystem FH, Axcess T