Senior Accountant - Tax & Audit - Fully Remote

The Agency Recruiting; California; Remote; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a Senior Accountant to join their fully remote team. This role offers the opportunity to engage with diverse industries such as retail, real estate, and hospitality. As a Senior Accountant, you will take charge of reviewing client records, performing year-end accounting, and supervising audits and tax preparations. You will work closely with Managers and Partners while fostering relationships with clients and outside professionals. This position is perfect for someone passionate about accounting and eager to embrace new technologies in a supportive and collaborative environment. If you're ready to elevate your career in a dynamic setting, this opportunity is for you!

Qualifications

• Bachelor's degree in Accounting or Finance is essential.
• CPA license is preferred but not mandatory.

Responsibilities

• Review client’s books and perform year-end accounting.
• Supervise financial statement audits and tax return preparations.
• Maintain professional relationships with clients and outside professionals.

Skills

Effective written and oral communication skills

Project management skills

Team player

Embrace new technology

Passion for learning

Positive attitude

Patience

Education

Bachelor’s Degree in Accounting, Finance or related area

CPA license preferred

Tools

QuickBooks

Job description

Senior Accountant - Both Tax & Assurance Openings!
**Fully Remote**
Industries : Small business: Retail, Real Estate, Hospitality, Manufacturing/Distribution, Professional Services, HNW, Trusts & Estates

Skills Required:

• Understands the vision of the firm
• Effective written and oral communication skills
• Embrace new technology
• Passion for learning
• Demonstrated project management skills
• Patience
• Positive attitude
• Team player

Relationship to Others:

• Works under the direct supervision of Managers and Partners
• Supervision of Bookkeepers, Semi-Senior, and Staff accountants
• Develop and maintain relationships with Outside Professionals (i.e. Attorneys, Bankers, Certified Financial Planners, Financial and Wealth Advisors, Insurance, Pension Consultants, etc.)
• Maintain professional relationships with clients

Role as a Senior Accountant:

• Review of client’s books and records
• Perform year-end and interim accounting
• Year-end tax planning for business entities and individuals
• Supervise and perform financial statement audits, reviews and compilations and/or
• Supervise and prepare business and personal income tax returns
• Assist Partners with consulting projects

Day to Day Responsibilities:

• Performing a detailed general ledger review of clients’ accounting records
• Preparation of interim and year-end compiled financial statements
• Preparation of reviewed financial statements
• Supervision of Bookkeeper and staff accountants on their day to day responsibilities
• Performing financial statement audits, reviews and compilations
• Supervision of staff accountants on financial statement audits, reviews and compilations
• Perform tax planning for business and individual clients
• Preparation of business and individual tax returns
• Preparation of basic estate tax returns
• Preparation of gift tax returns
• Supervision of staff accountants on assigned tax return engagements
• Correspondence with government agencies and clients
• QuickBooks training for clients
• Responsible for supporting the Firm’s learning plan
• Responsible for assisting staff accountants with their professional training and development

Other Responsibilities:

• Participate in performance reviews of certain accounting and bookkeeping staff
• Participate in Firm committees and/or service areas
• Participate in the Firm’s coaching and mentoring programs

Minimum Requirements:

• Bachelor’s Degree with emphasis in Accounting, Finance or other related area
• CPA license preferred. Working toward obtaining a CPA license, if not already attained
• Strong written and oral communication skills
• Strong interpersonal skills

This job description does not list all the duties of the job. You may be asked by Partners, Managers or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.