Senior Accountant / Tax Associate

The Senior Accountant is responsible for the creation and the delivery of financial statements to clients in a timely fashion. This position will also work on 1040 returns during tax season. Success of this position is measured by client retention, client satisfaction, and relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES: - Other duties may be assigned:

• The setup of new clients on our accounting system from:
  • Client internal produced financial statements
  • Income tax return
  • Other (local accounting service, incomplete)
  • Ability to compile setup workpapers from incomplete information
• Understanding the internal and client software systems
  • Greentree
  • Sage Fixed Asset Software
  • QuickBooks
  • Peachtree
  • Microsoft Office
• Processing complete monthly financials for clients on a timely basis, on an agreed upon schedule with the client, and reviewing the financials with the client
• Preparing 1040 returns during tax season
• Providing a higher level of support to the client and assisting the client in their business performance.
• Documenting the data for the client and for future reference.
• Discuss Operational Issues with Business Owner:
  • Sales
  • Gross Profit
  • Payroll
  • Operating Expenses
  • Benchmarks
  • Financing Activities
  • Inventory - Discuss internal procedures of inventory
  • Compile Cash Flow Projections and Budgets for clients
• Creating and self-reviewing financial reports, workpapers and reconciliations
• Recognizing opportunities for growth within Company (tax, payroll, financial services) and communicating it to the Accounting Manager
• Tracking the delivery of the status of deliverables (in process, review, prelim, final) and communicating on a routine basis to the Accounting Manager
• Maintaining accounting record transaction to ensure proper posting to appropriate balance sheet or income statements
• Client workload expectations
  • Working with multiple customers
    • Preparation of any size business
    • Prepare, Self-Review and Delivery of any size ownership group
• Compile financial statements within SAS guidelines and client expectations
• Customer Service
• Other duties as assigned