We are looking for an experienced, part-time Senior Tax Accountant in a client support role to oversee general accounting operations by controlling and verifying financial transactions. Senior Tax Accountant responsibilities include reconciling account balances and bank statements, maintaining general ledger and preparing month-end close procedures. A successful Senior Tax Accountant combines excellent analytical skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts. The ideal candidate has also experience collaborating and/or managing a team of Staff Accountants and Junior Accountants. Senior Accountant duties also include ensuring accuracy and effectiveness in all assigned accounting tasks.

Responsibilities

• Verify, post and reconcile accounts payable and receivable
• Prepare error-free financial statements and produce budgets according to schedule
• Analyze financial information and summarize financial results in presentation form
• Spot errors and suggest ways to improve efficiency and spending
• Provide technical support and advice regarding client accounts
• Review and recommend modifications to accounting systems and procedures
• Manage accountants and/or bookkeepers
• Participate in setting financial standards and in the forecasting process
• Provide input into department’s goal setting process
• Take the lead in providing support with tax advisory & tax resolutions on returns
• Plan, assign and review staff’s work
• Support month-end and year-end close process
• Develop and document business processes and accounting policies to maintain and strengthen internal controls
• Ensure compliance with GAAP and GASB principles

Requirements and skills

• Proven experience as a Financial Controller, Accounting Supervisor, or Senior Accountant
• Thorough knowledge of basic accounting procedures
• In-depth understanding of Generally Accepted Accounting Principles (GAAP)
• Awareness of business trends
• Familiarity with financial accounting statements
• Experience with general ledger functions and the month-end/year-end close process
• Hands-on experience with accounting and payroll software packages, like QuickBooks and Gusto
• Advanced MS Excel skills including V-lookups and pivot tables
• Accuracy and attention to detail
• Aptitude for numbers and quantitative skills
• BS degree in Accounting, Finance or relevant
• Relevant certification (e.g., CMA, CPA, and/or EA) will be preferred

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Performing basic accounting procedures, e.g. A/R, A/P, time billing, P/R, G/L, tax payments and inventory control
• Processing payroll as part of client support
• Preparing monthly, quarterly, and annual financial statements (e.g., balance sheets, income statements and cash flow statements) and weekly forecasts to client accounts summarizing current and projected financial position
• Month end and quarterly closing
• Analyzing and reconciling general ledger accounts and investment transactions for client management
• Communicating with client customers to address any past due invoices on their account
• Producing financial data for management team upon request and assisting with other special Accounting projects from time to time
• Performing analysis of operations on a monthly basis
• Ensuring all active projects are covered by valid, binding contracts

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Bachelor’s degree in Accounting, Finance, Business or related field preferred
• 2+ years progressive accounting experience in public accounting or similar work environment
• Strong organization, oral and written communication skills
• Ability to work independently and manage multiple projects and deadlines
• Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with accounting software and ABC general ledgers
• Analytical skills with particular attention to detail