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Senior Accountant | Accounting Solutions Group | Madison Office

Under general direction, the Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing accounting and tax services to our customers. The position requires working with multiple clients simultaneously.

Primary Duties/Responsibilities:

  1. Develop and maintain strong client relationships with new and existing clients.
  2. Build accounting client services engagements for gathering financial data, compiling information and preparing reports.
  3. Perform accounting functions as assigned including, but not limited to:
    • Record transactional activities, prepare payments, and record deposits using a variety of accounting software including Peachtree, QuickBooks, Intacct, etc.
    • Reconcile cash and prepare bank reconciliations
    • Maintain general ledger
    • Maintain and balance subsidiary accounts by verifying, allocating, reconciling transactions and resolving discrepancies.
    • Make adjusting journal entries
    • Assist with analyzing financial statements on a monthly basis and report on variances.
    • Performing variance analyses and preparing account reconciliations
    • Assist on documentation and monitoring of internal controls
    • Develop process and procedures for clients
    • Electronically import and export client data
  4. Prepare interim financial statements including supplementary schedules and worksheets.
  5. Review tax information supplied by client and make recommendations.
  6. Prepare complex tax returns and tax research
  7. Prepare corporate tax returns including 1120, 1120S 1065, Sales Tax, Personal Property Tax.
  8. Plan and execute annual compilation engagements to include supplementary schedules and statement of cash flows.
  9. Prepare and organize appropriate work-papers.
  10. Training and mentoring junior staff
  11. Complete projects efficiently within established time budgets.

Supervisory Responsibilities:

None

Required Education:

Bachelor’s Degree in Accounting.

Required Skills/Experience:

  1. Minimum of three to five years experience directly related to the duties and responsibilities specified.
  2. Proficient in Excel.
  3. Proficient in ProSystems Tax, Fixed Assets and Engagement software.
  4. Demonstrated proficiency in use of general ledger accounting software.
  5. Demonstrated knowledge of GAAP
  6. Knowledge of depreciation methods and lives.
  7. Demonstrated ability to relate well to clients.
  8. Demonstrated effective teamwork and leadership skills
  9. Possess excellent written and verbal communication skills.
  10. Demonstrated efficiency in completing multiple projects within limited time budgets.

Certifications Required:

Certified Public Accountant (CPA) is desirable.

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-very limited exposure to physical risk.  Equipment used: computer, fax machine, telephone, copier and scanner.

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).