Senior Accountant – Tax & Business Services (Remote)

Wegner CPAs; Madison (WI); Remote; USD 70,000 - 95,000; Full time

Job summary

Wegner CPAs in Madison, WI seeks a Senior Accountant – Tax and Business Services to manage client relationships and deliver tax and accounting services with accuracy and timeliness.

You will prepare tax returns (1120, 1120S, 1065) and plan financial statement engagements, while coordinating workloads across engagements. A Bachelor's in Accounting and at least 2 years of experience are required; CPA license is preferred (we'll fund it). Flexible/remote options are available.

Qualifications

• Bachelor's degree in Accounting required.
• Minimum 2 years progressive accounting experience.
• CPA license preferred and will be funded.

Responsibilities

• 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.

Skills

Client relationships

GAAP knowledge

Excel proficiency

Time management

Education

Bachelor's degree in Accounting

CPA license preferred

Tools

CCH Axcess Tax Software

Microsoft Office

Job description

Wegner CPAs in Madison, WI seeks a Senior Accountant – Tax and Business Services to manage client relationships and deliver tax and accounting services with accuracy and timeliness.

You will prepare tax returns (1120, 1120S, 1065) and plan financial statement engagements, while coordinating workloads across engagements. A Bachelor's in Accounting and at least 2 years of experience are required; CPA license is preferred (we'll fund it). Flexible/remote options are available.