Senior Accountant - 2

Mantras2Success Consultants; California (MO); On-site; USD 85,000 - 110,000; Full time

Job summary

Mantras2Success Consultants seeks a Senior Accountant 2 to supervise staff accountants, prepare complex tax returns for businesses and individuals, and advise on tax planning. The role involves client interface, engagement planning, and ensuring work meets firm standards.

The ideal candidate holds a CPA/EA or is pursuing licensure, with 2+ years in public accounting and strong communication skills. This position includes travel to client sites and overtime during tax season.

Qualifications

• Degree in Accounting from an accredited university. Master’s degree in taxation preferred.
• Minimum of 2+ years’ experience in public accounting, demonstrate a proven progression in tax return complexity.
• Minimum of forty hours of continuing education required each year to maintain skills and licenses.
• Knowledge of accounting principles and personal and business income taxes.
• Ability to communicate clearly and concisely.
• Hold a current CPA or EA license or be working toward obtaining the license.
• Must be a member in good standing with the American Institute of CPAs.

Responsibilities

• Prepares complex business and individual tax returns, as well as tax planning as needed.
• May be given the responsibility of planning and scheduling engagements.
• Interface directly with clients/management.
• Demonstrates competency in technical skills, work quality, and firm standards.
• Directs and instructs staff accountants in work to be performed and reviews workpapers.
• Reviews tax and financial statement workpapers for accuracy and completeness.
• Performs broad accounting tasks to minimize direct involvement of managers/partners.
• Manages most technical aspects of a client’s engagement.
• Occasional travel to client offices, meetings, and seminars.
• Overtime work January–April 15 plus occasional overtime rest of year.

Skills

Communication

Detail-oriented

Analytical thinking

Mentoring

Education

Bachelor’s in Accounting

Master’s in Taxation preferred

Job description

Senior Accountant 2 perform most work assigned with a minimum of assistance. They often supervise one or more staff accountants, instruct them in work to be performed, review the work done, and direct necessary revisions. Seniors are required to identify and make decisions on most tax and accounting matters.

Reports to: Supervisor/Manager/Principal/Partner

Key Success Factors

• Friendly team-oriented attitude and ability to speak and present themselves with clients and co-workers in a professional manner
• Ability and desire to continually improve accounting/bookkeeping skills
• Detail-oriented with excellent verbal and written communication skills
• Ability to problem-solve, strong critical thinking and decision-making skills
• Interest in examining the firm processes for better efficiency and effectiveness
• Ability to perform tasks in a timely and accurate manner with the application of strong accounting and tax knowledge.
• Ability to identify potential issues early and communicate those to supervisors
• Mentors staff and interns and works to help them achieve high performance
• Participates in team meetings and looks for opportunities for continuous learning and professional growth

Specific Responsibilities

• Prepares complex business and individual tax returns, as well as tax planning as needed.
• May be given the responsibility of planning and scheduling engagements.
• Interface directly with clients/clients’ management.
• Demonstrates competency in technical skills, work quality, and application of professional and firm standards.
• Directs and instructs staff accountants, where applicable, in work to be performed and workpaper review.
• Reviews tax and financial statement workpapers to ensure accuracy and completeness with firm standards
• Performs the broadest range of accounting tasks so that direct participation of managers or partners is kept to a minimum.
• Manages most technical aspects of a client’s engagement
• Working Conditions Occasional same day travel for work at client's offices, meetings, and seminars using a personal vehicle.
• Overtime work required from January to April 15, in excess of 55 hours per week. Occasional overtime work required throughout the remainder of the year.

Education, Experience and Skills Required

• Degree in Accounting from an accredited university. Master’s degree in taxation preferred.
• Minimum of 2+ years’ experience in public accounting, demonstrate a proven progression in tax return complexity
• Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.
• Knowledge of accounting principles and personal and business income taxes.
• Ability to communicate clearly and concisely.
• Hold a current and valid CPA or EA license or be working toward obtaining the license by taking and passing the applicable state CPA exam.
• Must be a member in good standing with the American Institute of CPAs.