Senior Accountant - Tax and Business Services

Wegner CPAs; Madison (WI); Remote; USD 70,000 - 110,000; Full time

Job summary

Wegner CPAs in Madison, WI seeks a Senior Accountant to provide tax and accounting services for diverse clients. You will develop strong client relationships, assemble financial data, prepare reports, and coordinate workloads to ensure deadlines are met.

The role requires a Bachelor's in Accounting, 2+ years of progressive accounting experience, Excel expertise, and GAAP knowledge. CPA preferred; flexible and remote work options available.

Qualifications

• Bachelor’s degree in Accounting required.
• CPA license preferred and may be sponsored by Wegner CPAs.
• Minimum of two years of progressive accounting experience.
• Proficient in Microsoft Excel.
• Familiarity with CCH Axcess Tax Software.
• Demonstrated knowledge of GAAP.

Responsibilities

• Develop and maintain strong client relationships with new and existing clients, including routine check-ins.
• Build accounting client services engagements for gathering financial data, compiling information and preparing reports.
• Coordinate team workload on engagements and meet deadlines.
• Serve as in-charge for multiple clients and act as controller.
• Prepare tax returns (1120, 1120S, 1065, Sales Tax, Personal Property Tax).
• Plan and execute financial statement engagements and review workpapers.
• Attend prospect meetings with Managers or Partners.
• Begin to develop a Personal Marketing Plan.

Skills

Client relationships

Excel proficiency

GAAP knowledge

Tax preparation experience

Education

Bachelor’s degree in Accounting

Tools

CCH Axcess Tax Software

Job description

Position Mission: The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients.

How will you achieve this mission?

• Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.
• Build accounting client services engagements for gathering financial data, compiling information and preparing reports.
• Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met.
• Assume in-charge responsibilities for multiple clients.
• Act as controller for multiple clients.
• Prepare tax returns, including 1120, 1120S, 1065, Sales Tax, and Personal Property Tax.
• Plan and execute financial statement engagements.
• Prepare and review appropriate workpapers.
• Attend prospect meetings with Managers or Partners.
• Begin to develop a Personal Marketing Plan.
• Complete projects efficiently within established time budgets.

What do you need to achieve this mission?

• Bachelors Degree in Accounting
• Certified Public Accountant license preferred - Don't have it yet? No worries! We'll pay for it!
• Minimum of two (2) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.
• Proficient in Microsoft Office programs, specifically Excel.
• Familiarity with CCH Axcess Tax Software
• Demonstrated knowledge of GAAP.

Flexible and remote work options available!

Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Please be aware that as part of our hiring process, Wegner CPAs participates in E-Verify. Your employment eligibility will be confirmed through the E-Verify program upon hire.