Additional Information
JOB SUMMARY
As an Enterprise Senior, you will be in a new position of advanced technical aptitude and supervisory responsibilities. A Senior Accountant must be able to handle more complex assignments than the staff, begin to learn the complete process of managing all tasks regarding client work, and take a lead role in developing/reviewing the work of less experienced staff. The Senior Accountant role is the bridge between the staff, who are executing the client-service related tasks, and the management, who are strategizing and overseeing successful completion of efficient engagement activity and top-quality client service.
JOB DESCRIPTION
Tax Preparation & Review:
Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks
Identify key areas for audit focus, potential risks, and necessary resources
Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
Research and Analysis:
Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements
Assess the application of accounting principles and standards, and provide recommendations for improvements
Conduct thorough tax research and analysis to develop tax planning strategies for clients, and collaborate with the internal team to provide guidance on complex tax matters
Client Communication:
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Compliance and Documentation:
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Team Collaboration:
Collaborate with other audit and tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Process Improvement and Innovation:
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Supervisory responsibilities
May supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Travel, if required, is unpredictable and will depend on a client's needs
Required education and experience
Bachelor's degree in accounting, finance, or a related field
3 - 5 years of relevant experience in public accounting, financial consulting, or similar setting
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Uhyus · Farmington Hills, MI