Senior Accountant

Senior Accountant

Seeking a Senior Accountant with experience in individual and business tax preparation and advisory services for small business clients.

Roles and responsibilities include:

• Review financial statements and oversee general ledger activities.
• Prepare individual and business tax returns accurately and efficiently.
• Research and apply applicable tax regulations and assist with tax planning strategies.
• Provide accounting and advisory support to small business clients.
• Supervise junior staff and ensure the accuracy and timeliness of deliverables.
• Collaborate with advisors to develop integrated financial solutions for clients.
• Build and maintain strong professional relationships with clients.
• Participate in process improvement initiatives.
• Ensure compliance with the firm's quality and regulatory standards.

Qualifications include:

• Strong technical accounting skills, including general ledger management and reconciliation experience.
• Advanced tax knowledge with experience in individual, partnership, and corporate tax return preparation and tax planning.
• Proficiency with accounting and tax software (e.g., QuickBooks, professional tax platforms) and solid Excel skills.
• Excellent analytical, problem-solving, and organizational abilities with attention to detail and accuracy.
• Effective written and verbal communication skills to explain complex financial and tax concepts to clients and team members.
• Ability to work independently and collaboratively in a hybrid environment, managing multiple deadlines and client engagements.
• Certified Public Accountant (CPA) license preferred; bachelor's degree in Accounting, Finance, or a related field required.
• Prior public accounting experience, particularly with small business clients and high-net-worth individuals.