Wegner Logo

Website WegnerCPAs Wegner CPAs

Position Mission

The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients.

  • Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.
  • Build accounting client services engagements for gathering financial data, compiling information and preparing reports.
  • Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met.
  • Assume in-charge responsibilities for multiple clients.
  • Act as controller for multiple clients.
  • Prepare tax returns, including 1120, 1120S, 1065, Sales Tax, and Personal Property Tax.
  • Plan and execute financial statement engagements.
  • Prepare and review appropriate workpapers.
  • Attend prospect meetings with Managers or Partners.
  • Begin to develop a Personal Marketing Plan.
  • Complete projects efficiently within established time budgets.
  • Perform miscellaneous duties as assigned.

Required Education

Bachelor’s Degree in Accounting


Certified Public Accountant (CPA) desired.

Skills and Experience

  • Minimum of two (2) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.
  • Proficient in Microsoft Office programs, specifically Excel.
  • Proficient in ProSystems Tax, Fixed Assets and Engagement software.
  • Demonstrated proficiency in use of general ledger accounting software.
  • Demonstrated knowledge of GAAP.
  • Knowledge of depreciation methods and lives.
  • Demonstrated ability to relate well to clients.
  • Demonstrated effective teamwork and leadership skills
  • Possess excellent written and verbal communication skills.

Public Contact

Extensive work interacting both by phone and face to face with clients and staff.

Working Conditions

Work is performed in a typical interior/office work environment with very limited exposure to physical risk.

Physical Demands

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

Work Hours:

Typical business hours are Monday through Friday, 8:00am-5:00pm. Additional work hours will be expected during tax season (approximately January 15- April 15).

To apply for this job please visit www.wegnercpas.com.