Consulting Senior

Uhy Llp; City of Newburgh (NY); On-site; USD 96,000 - 110,000; Full time

Job summary

Uhy Llp is seeking a Consulting Senior to lead federal, state, and local tax return preparation for diverse clients. You will supervise staff, review financial data, and ensure timely, compliant reporting while expanding advisory services.

The role emphasizes client communication, teamwork, and ongoing tax research to optimize outcomes. A CPA or EA pathway is encouraged and professional growth is supported in a dynamic firm environment.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 3–6 years of relevant experience in accounting or tax roles.
• Proficiency with tax software and major ERP/accounting systems.
• CPA licensure in progress or Enrolled Agent status preferred.

Responsibilities

• Lead and manage preparation of federal, state, and local tax returns for individuals and entities.
• Oversee client accounting activities, including GL, AP, AR, and financial reporting.
• Review journal entries and reconcile accounts; supervise accounting staff.
• Coordinate month-end and year-end closes; assist budgeting and forecasting.
• Conduct tax research and develop proactive planning strategies for clients.

Skills

Tax preparation

Client communication

Team leadership

Financial analysis

Budgeting & forecasting

Research

Education

Bachelor's degree in accounting/finance

CPA candidate or Enrolled Agent licensure (preferred)

Tools

Microsoft Office

CCH Prosystem FH

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Sage Intacct

Bill.com

QuickBooks Online

QuickBooks Desktop

Xero

NetSuite

Job description

## Consulting SeniorApplylocations: Newburgh, NYtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR102222# **JOB SUMMARY**As a Consulting Senior, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.# **JOB DESCRIPTION**Tax Preparation:* Lead and manage the preparing of federal, state, and local tax returns for individuals, corporations, partnerships, and other entities* Organize and review client-provided financial information, ensuring accuracy and completeness* Use tax software and tools to input data, calculate tax liabilities, deductions, and creditsClient Accounting Support:* Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting* Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments* Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team* Coordinate and lead month-end and year-end close processes for client accounts* Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards* Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders* Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and managementResearch and Analysis:* Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying compliance issues and opportunities to minimize tax liabilities and optimize financial outcome* Interpret and apply relevant tax laws, regulations, and guidelines* Prepare tax projections and estimates to guide clients in making informed financial decisionsClient Communication:* Communicate with clients to gather necessary information and address inquiries related to accounting and tax matters* Explain accounting and tax concepts and implications to clients in a clear and understandable manner* Collaborate with internal team to provide timely updates and recommendations to clients on their accounting and tax situationsCompliance and Documentation:* Ensure adherence to regulations and deadlines, filing tax returns accurately and timely* Maintain compliance with accounting principles, regulations, and client-specific requirements* Maintain organized and comprehensive files and documentation for each client engagement* Track changes in laws and regulations and their potential impact on clientsTeam Collaboration:* Collaborate with other professionals within the firm to share insights, knowledge, and best practices* Supervise and mentor 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* Support members in complex projects, including audits and specialized services* Participate in internal training sessions to enhance your technical skills and stay updated on industry trendsProcess Improvement and Innovation:* Identify opportunities to enhance workflows, processes, and methodologies, contributing to the continuous improvement of the firm's accounting and 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*** Local travel may be limited and unpredictable, depending on client’s needs**Required education and experience*** Bachelor’s degree in accounting, finance, or a related field* 3 – 6 years of relevant experience* Software: Microsoft Suite, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research, Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite**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 or Enrolled Agent 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.For job postings in our Newburgh location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $96,000 to $110,000.