Advisory Senior Staff

JOB SUMMARY

As the Senior Staff, you will be responsible for performing a variety of accounting, tax, and client service assignments with increasing independence and limited supervision. Responsibilities include general accounting, reviews, compilations, financial statement preparation, tax planning and compliance, and payroll, sales, and property tax matters.

The Senior Staff member works directly with clients, identifies and communicates accounting and tax issues, conducts research, and provides guidance to less experienced team members. Performance is evaluated based on technical knowledge, work quality, client service, ability to manage assignments, and meeting established deadlines and budgets.

JOB DESCRIPTION

Essential functions

Client Accounting Services

· Perform client accounting fieldwork and engagement activities with increasing independence and limited supervision from senior team members and firm leadership

· Prepare and review bank reconciliations, trial balances, account reconciliations, journal entries, adjusting entries, and supporting accounting schedules

· Prepare and review write-up engagements, compilations, financial statements, and related client deliverables

· Apply accounting principles, professional standards, and firm procedures to assigned client engagements

· Analyze accounting records and supporting documentation for completeness, accuracy, and consistency

· Identify accounting issues, unusual transactions, discrepancies, and potential areas of concern and communicate findings to senior team members

· Research and resolve routine to moderately complex accounting issues with appropriate guidance

· Assist with month-end, quarter-end, and year-end accounting activities

· Identify opportunities to improve accounting processes, efficiency, and client service.

· Review work prepared by less experienced staff, as assigned, and provide constructive feedback

Tax Services

· Prepare and review payroll, sales, property, and other applicable federal, state, and local tax returns

· Prepare routine to moderately complex individual, corporate, partnership, fiduciary, and nonprofit tax returns

· Assist with complex, consolidated, unitary, and multi-state tax returns as assigned

· Conduct tax research and analyze applicable tax laws, regulations, and professional guidance

· Identify tax issues and communicate recommendations or areas requiring additional review to senior team members

· Assist with individual and business tax planning and compliance activities.

· Maintain awareness of changes in federal, state, and local tax regulations and assess their potential impact on assigned engagements

· Assist with the development of tax planning opportunities and recommendations for clients

· Review tax work prepared by less experienced staff, as assigned

Engagement Management & Support

· Participate in engagement planning and assist in establishing appropriate timelines, procedures, and deliverables

· Prepare confirmations, engagement letters, planning documentation, and other engagement materials

· Organize and maintain engagement files in accordance with firm standards and procedures

· Complete assigned engagement procedures within established budgets, deadlines, and quality expectations

· Manage assigned portions of client engagements with limited supervision.

· Maintain accurate, complete, and well-organized workpapers and supporting documentation

· Identify potential engagement risks, scope changes, budget concerns, and scheduling issues and communicate them to senior team members in a timely manner

· Assist senior team members with client meetings, presentations, and deliverables

· Provide guidance and support to staff-level team members on assigned engagement activities

Client Service

· Respond to routine and moderately complex client inquiries and requests in a timely and professional manner

· Communicate directly with clients regarding accounting, tax, and engagement matters within the scope of assigned responsibilities

· Develop a strong understanding of client needs, business operations, accounting practices, and financial objectives

· Build and maintain effective working relationships with clients, engagement teams, and firm leadership

· Anticipate client needs and identify opportunities to improve the client experience

· Identify potential additional client needs and communicate opportunities to appropriate engagement leaders or firm professionals

· Escalate complex or sensitive client matters appropriately

Professional Development & Technical Knowledge

· Maintain and expand technical knowledge of accounting principles, tax regulations, and professional standards

· Stay current on relevant federal, state, and local tax requirements and accounting developments

· Apply professional pronouncements and technical guidance to assigned client engagements

· Participate in continuing professional education and firm-sponsored training programs

· Pursue CPA licensure or maintain applicable professional certifications

· Seek guidance when encountering complex or unfamiliar accounting, tax, or client matters

· Apply feedback to improve technical knowledge, efficiency, quality, and client service

· Share technical knowledge and best practices with less experienced team members

Team Leadership & Development

· Provide guidance, coaching, and support to staff-level team members on assigned engagements

· Assist with onboarding and training of new team members as requested

· Review work prepared by less experienced colleagues and provide timely, constructive feedback

· Serve as a resource to junior team members regarding accounting, tax, engagement procedures, and firm processes

· Promote a collaborative and supportive team environment.

· Demonstrate leadership through effective communication, accountability, and professional conduct

Firm & Professional Responsibilities

· Comply with professional standards, regulations, and ethical requirements of the AICPA, applicable state societies, and other governing organizations.

· Maintain confidentiality of firm and client information at all time

· Follow firm policies, procedures, quality standards, and requirements outlined in the employee handbook and other applicable guidance

· Conduct oneself in a professional manner in all interactions with clients, colleagues, and external parties

· Manage assigned responsibilities within engagement budgets and established deadlines

· Support firm realization and productivity objectives through effective time and workload management

· Maintain accurate and timely records of hours worked

· Contribute to firm initiatives, committees, training, and other activities, as assigned

Supervisory responsibilities

· None

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 up to 15 pounds at a time

Travel required

· Limited travel may be requested for attending events, conferences, or internal meetings

Required education and experience

· Bachelor's degree in accounting, finance, business, or a related field, or equivalent relevant work experience

· 2 - 4 years of relevant accounting, tax, or public accounting experience

· CPA license or actively working toward CPA licensure preferred

· Completion of applicable continuing professional education requirements

· Demonstrated proficiency in Microsoft Excel, including the ability to analyze, organize, and manage financial data effectively

· Proficiency with Microsoft Office Suite, spreadsheets, tax preparation software, trial balance software, time-entry systems, word processing, and internet research tools

· Working knowledge of professional accounting and auditing standards, including FASB, SAS, GAAS, and GAAP

· Strong understanding of general ledg