Mid-Senior Level Accountant

Role Overview

Overall purpose and responsibilities of the role:

The Senior Level Accountant will provide full-service preparation of tax returns, as needed, or when not preparing provide thorough and final detail review/quality review of tax returns in consideration of tax needs and compliance requirements for individuals, partnerships, corporations, and estates, including general advisory services.

Duties & Responsibilities:

Tax Services

• Provides thorough and final detail review of tax returns in consideration of U.S. tax needs and compliance requirements for individuals, partnerships, corporations, and estates, including general advisory services, (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500), tax projections and planning, tax notices, etc.
• Provides full-service preparation of tax returns, as needed, or when not reviewing or managing (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500)
• Completes ad-hoc client related or internal firm projects, advises small business owners on tax compliance, recordkeeping and other matters as needed
• Actively manages workload for themselves and staff, independently tracks deliverables and identifies additional advisory opportunities with existing clients
• Maintains continued client communication and manages client relationships as needed

Accounting Services

• Oversees professional accounting and bookkeeping services provided by staff to business owners, executives, and independent professionals, primarily on QuickBooks Online

Firm Support

• Supports the operation of the PH accounting team through development of additional training materials, process documentation, onboarding new team members, special projects, etc.
• Organizes ideas and feedback and collaborates with U.S. and PH colleagues to continually improve the PH team operations

Requirements

Skills & Qualifications:

• Bachelor’s degree in Accounting or an advanced degree (preferred)
• CPA or Enrolled Agent designation is advantageous
• At least 5 – 10 years of experience in U.S. tax preparation for individuals, partnerships, corporations, and estates.
• Experience working in fund accounting services or any accounting services with US Tax preparation (preferred).
• Open to newly passed CPA candidates, provided they have a strong academic background and demonstrate solid foundational accounting knowledge.

Critical Skills & Experience

• A “Doer”, not afraid to roll up sleeves
• Hands on, not a delegator for deliverables reports and tools
• Tax Software is Ultra Tax with Onvio or experience with CCH
• preferred
• QuickBooks Desktop/QuickBooks Online expertise is required
• Technology savvy , proficient user of MS Office tools
• Strong communication skills to share ideas and feedback with U.S. and PH colleagues
• Capacity to continually learn and not afraid to ask questions
• Organizational skills to manage multiple deliverables, deadlines and see ideas into executable solutions
• Strong logic and reasoning skills
• an effective “problem solver”
• Comfortable approaching ambiguity and exercising discernment

Ideal Candidate Profile

• Seeking long-term career growth and stability
• Interested in building a career rather than short-term job hopping
• Strong individual contributors (not initially focused on people managers)
• Autonomous and able to independently manage billable client work
• Strong communicators with high critical thinking and problem-solving skills
• Comfortable working in ambiguous environments.