Senior Client Accounting & Tax Advisor

Blumark; Auburn Hills (MI); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

Blumarktax is seeking a Senior Client Accounting & Tax Specialist to independently manage a portfolio of monthly and quarterly accounting clients in Auburn Hills, MI. You will lead bookkeeping cleanup, onboarding engagements, and prepare individual and straightforward business tax returns under Senior CPA oversight.

The role focuses on year-round client accounting with expanded tax preparation during tax season, combining strong technical accounting with proactive client service.

Qualifications

• Five or more years of progressively responsible experience in public accounting, client accounting services, full-cycle bookkeeping, tax preparation, or a closely related role.
• Experience independently managing recurring client work and bookkeeping cleanup engagements.
• Experience preparing individual and straightforward partnership and S corporation tax returns.
• Strong knowledge of general-ledger accounting, reconciliations, adjusting entries, financial statements, and year-end close procedures.
• Hands-on proficiency in QuickBooks Online and QuickBooks Desktop.
• Intermediate Microsoft Excel proficiency for data organization, account analysis, reconciliations, and workpapers.
• Strong communication, organization, professional judgment, and deadline-management skills.
• Ability to work additional hours during tax season as needed.
• Degree in accounting, finance, or a related field; substantial relevant experience may substitute for formal education.
• CPA or Enrolled Agent credential.

Responsabilités

• Own recurring client accounting engagements from document collection through review-ready financial reporting.
• Provide full-cycle bookkeeping and review, correct, or clean up client-maintained accounting records.
• Reconcile balance-sheet accounts, prepare adjusting journal entries, complete period-end closes, and produce accurate financial statements.
• Lead catch-up bookkeeping, cleanup projects, and onboarding of new client accounting files.
• Process primarily monthly S corporation shareholder payroll through a third-party provider; record and reconcile payroll activity in client accounting systems. The provider handles payroll tax filings.
• Prepare federal, state, and applicable local Forms 1040 and Schedule C returns, plus straightforward Forms 1065 and 1120-S, for high-level Senior CPA review.
• Serve as a primary day-to-day client contact, resolve routine issues, and escape complex or unfamiliar matters appropriately.
• Identify trends, process improvements, and potential planning opportunities that can support future advisory conversations.

Connaissances

Client communication

Deadline management

Attention to detail

Public accounting

Bookkeeping

Tax preparation

QuickBooks Online

QuickBooks Desktop

Excel

Formation

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent credential

Outils

Accounting CS

UltraTax CS

GoFileRoom

ADP RUN

Description du poste

Blumarktax is seeking a Senior Client Accounting & Tax Specialist to independently manage a portfolio of monthly and quarterly accounting clients in Auburn Hills, MI. You will lead bookkeeping cleanup, onboarding engagements, and prepare individual and straightforward business tax returns under Senior CPA oversight.

The role focuses on year-round client accounting with expanded tax preparation during tax season, combining strong technical accounting with proactive client service.