Senior Accountant

Role Overview

• Prepare comprehensive financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and timeliness.
• Conduct financial analysis to identify trends, variances, and opportunities for clients to improve their financial position.
• Manage and execute account reconciliations, ensuring all financial records are precise and up-to-date, with discrepancies resolved promptly.
• Monitor and analyze expenses, ensuring adherence to budgetary guidelines and providing recommendations for cost-saving measures.
• Support the development of financial reports that aid in strategic decision-making.
• Assist in the preparation for external audits by providing auditors with necessary documentation and explanations.
• Work with clients and auditors to address audit findings and ensure compliance with regulatory standards.
• Prepare and review tax returns, ensuring compliance with local, state, and federal regulations.
• Stay informed about changes in tax laws to provide accurate and up-to-date advice.
• Build and maintain strong relationships with clients by understanding their business needs and providing timely, accurate accounting services as well as identifying areas of improvement and valuable insights for clients.
• Ensure accurate and organized documentation of financial transactions and client interactions.
• Respond promptly to client inquiries and ensure that all interactions reflect the firm’s commitment to excellent client service.
• Collaborate with cross-functional teams, such as business development, to provide comprehensive services and support client acquisition efforts.
• Provide guidance to junior accountants, reviewing their work for accuracy and compliance with accounting standards.
• Foster a collaborative work environment that supports professional growth.
• Ensure all financial activities comply with GAAP and other relevant regulations.
• Implement updates to maintain the highest standards of compliance and integrity.
• Utilize accounting software, including QuickBooks Online (QBO), Slack, Google G Suite, Monday.com, Tax Dome, ProConnect, and Zoom, to streamline financial processes.
• Use technology tools effectively to manage client accounts and maintain accurate financial records.
• Engage in ongoing learning and development to stay updated on industry best practices, emerging trends, and changes in accounting standards.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 4 years of experience in the accounting or tax industry.
• Strong knowledge of GAAP accounting and proficiency in accounting software, particularly QuickBooks Online.
• Public Accounting experience is preferred.
• CPA certification is preferred.
• Tax experience is preferred but not required
• Strong analytical and problem-solving skills, with attention to detail.
• Excellent communication and interpersonal skills, capable of managing client relationships effectively.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Leadership capabilities with experience in mentoring and guiding junior team members.

Benefits

• Comprehensive Benefits Package: Includes health, dental, vision, and retirement benefits.
• Professional Growth: Opportunities for career advancement, supported by ongoing professional development and clear paths for progression.
• Work-Life Balance: A fully remote work model with flexible hours as well as unlimited PTO, focusing on client satisfaction while allowing for a healthy balance between work and personal life. The company provides an in-office experience and workspace for those who prefer working on-site.