Accounting Services Senior

Description

ACCOUNTING SERVICES SENIOR

The Accounting Services Senior is responsible for processing assigned client engagements within the department in a cost-effective and professional manner including, but not limited to, computer-compiled financial statements, payroll tax/sales tax reporting issues and business/individual tax returns. There is extensive one-on-one communication with clients. This position will train and supervise staff to serve our clients efficiently and effectively.

Essential Job Functions: 

• Process financial statements and all related payroll, sales, or business and individual tax returns personally assigned within the accounting services department
• Perform quality control review of workpapers and computer-generated compilations processed within the department
• Assist in review of all payroll and sales tax reports, including annual W-2’s and 1099’s
• Perform research on technical matters as directed by directors
• Assist directors with tax planning or special client projects
• Efficiently maintain daily record of time spent on engagements
• Train associates in special accounting or tax assignments
• Assist on annual performance appraisals for associates
• Assist in first day orientation for new staff members
• Monitor reference materials available to the department and update as needed

Qualifications

Experience and Skills: 

• Bachelor’s degree in accounting or equivalent
• 5+ years public accounting experience is preferred
• Strong communication skills, both oral and written
• Advanced proficiency with Microsoft Office, in particular Excel and Word
• Ability to work in a team environment
• Efficient knowledge of QuickBooks Online and Desktop
• Ability to interface with a variety of management level