Accounting and Tax Senior Overview • The Accounting and Tax Senior role offers a dynamic opportunity to contribute to a hybrid work environment within a growing organization. • Collaborate with cross-functional teams and clients to deliver high-quality accounting and tax services. • Engage in diverse tasks, including general accounting and income tax preparation, ensuring accuracy and compliance. • Work closely with partners and managers to support strategic initiatives and special projects. • Contribute to a supportive and inclusive workplace that values professional growth and development. • Enjoy a competitive benefits package, including health, dental, and vision insurance, and a 401(k) plan with employer contributions. • Leverage your expertise in tax planning, preparation, compliance, and research to drive impactful results. • Join a team committed to fostering a healthy work-life balance and career advancement opportunities. Accounting and Tax Senior Key Responsibilities & Duties • Analyze and review general ledger accounts to ensure accuracy and compliance with accounting standards. • Prepare and review various tax returns, including individual, fiduciary, corporate, and partnership filings. • Monitor financial performance against budgets and forecasts, identifying areas for improvement. • Collaborate with partners and managers on ad-hoc assignments and strategic projects. • Conduct tax planning, compliance, and research to ensure adherence to regulations and optimize outcomes. • Supervise and evaluate the work of accountants assigned to your workload. • Utilize accounting software such as UltraTax CS and Intuit products to streamline processes. • Provide detailed financial analysis and reporting to support decision-making processes. Accounting and Tax Senior Job Requirements • Bachelor’s degree in accounting is required; CPA or CPA candidate preferred. • Minimum of 5 years of experience in a CPA firm, with a strong understanding of general accounting and tax preparation. • Proficiency in UltraTax CS, Checkpoint, Microsoft Office Suite, and Intuit products is preferred. • Ability to work independently and collaboratively within a team environment. • Outstanding written and verbal communication skills to effectively interact with clients and colleagues. • Detail-oriented with excellent multitasking, prioritization, and time management abilities. • Commitment to fostering a supportive and inclusive workplace culture. • Flexibility to work increased hours during busy seasons and align with EST working hours.