Consulting Senior

UHY LLP; East Coldenham (NY); On-site; USD 96,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k)

Paid time off

Job summary

UHY LLP seeks a Consulting Senior to oversee the preparation of federal, state, and local tax returns for individuals and businesses, while guiding client accounting activities and financial reporting. The role involves supervising staff, coordinating monthly closes, and delivering timely, compliant results for a diverse client base.

The position emphasizes tax research, planning strategies, and clear client communication, with potential CPA/EA licensure progression and a strong emphasis on

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 3–6 years of relevant experience in accounting and tax services.
• Actively working towards CPA or Enrolled Agent licensure or related certification.

Responsibilities

• Lead and manage preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and other entities.
• Oversee day-to-day accounting activities for assigned clients and prepare financial statements.
• Conduct tax research and develop proactive tax planning strategies.

Skills

Tax preparation

Client accounting

Financial analysis

Client communication

Team collaboration

Process improvement

Education

Bachelor's degree in accounting/finance

Tools

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

Job description

JOB SUMMARYAs 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 DESCRIPTIONTax Preparation:Lead and manage the preparing of federal, state, and local tax returns for individuals, corporations, partnerships, and other entitiesOrganize and review client-provided financial information, ensuring accuracy and completenessUse 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 reportingComplete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustmentsReview and approve journal entries, account reconciliations, and financial statements prepared by the accounting teamCoordinate and lead month-end and year-end close processes for client accountsPrepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standardsAssist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholdersAnalyze 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 outcomeInterpret and apply relevant tax laws, regulations, and guidelinesPrepare 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 mattersExplain accounting and tax concepts and implications to clients in a clear and understandable mannerCollaborate 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 timelyMaintain compliance with accounting principles, regulations, and client-specific requirementsMaintain organized and comprehensive files and documentation for each client engagementTrack 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 practicesSupervise and mentor staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their workCultivate a collaborative team environment, promoting knowledge sharing and effective communication among team membersSupport members in complex projects, including audits and specialized servicesParticipate 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 servicesSupervisory responsibilitiesMay supervise subordinate team membersWork environmentWork is conducted in a professional office environment with minimal distractionsPhysical demandsProlonged periods of sitting at a desk and performing work in front of a computer screen for long periods of timeMust be able to lift to 15 pounds at a timeTravel requiredLocal travel may be limited and unpredictable, depending on client’s needsRequired education and experienceBachelor’s degree in accounting, finance, or a related field3 – 6 years of relevant experienceSoftware: 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, NetSuitePreferred education and experienceExperience in professional service environment, such as a CPA firm, financial consulting firm, or similar settingActively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attainedResponsible for completing the minimum CPE credit requirementOther dutiesPlease 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.WHO WE AREUHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.WHAT WE OFFERPOSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.