Tax Senior Accountant

OBJECTIVE: In fulfilling the Firm's mission, the Tax Senior Accountant performs the day-to-day tax and advisory services while working as a business advisory liaison with clients. Additionally, the Tax Senior Accountant handles tax engagements through reviewing client data, understanding legislative updates and preparing client tax returns. The Senior Accountant supports the Firm's goals and values through all professional communications and strong working relationships.

RESPONSIBILITIES

ENGAGEMENT

• Works on various tax returns (individuals, trusts, partnerships, and corporations) under a direct supervisor/designee (depending on the size of the engagement, the supervisor could be a Senior Accountant, Manager or Officer).


• Prepares tax returns and client data following the Firm policies and procedures.


• Reviews accounting data and financial statements working within budgets guidelines.


• Brings unusual/significant accounting and tax implications/questions to the supervisor.


• Becomes familiar with the Firm's policies, procedures, manuals, forms, and relevant software.


• Assists other team members with client management such as gathering related data and research of tax, problems, recommendations for business and process improvement.


• Continuous learner that develops job knowledge of client operations, processes, and business objectives as well as state and federal tax issues.


• May be responsible for supervising and training less experienced Staff Accountants and/or accepting increasing levels of responsibility.


• Acts as a mentor to entry level Staff Accountants on an informal basis.

BUSINESS PROMOTION AND GROWTH

• Understands key elements of client care and service. 


• Develops understanding of all Firm services and marketing strategies. 


• Participates in community activities; begins to establish external referral network.


• Develops verbal and written communication, as well as inter-personal skills.


• Supports departmental goals, policies, and guidelines; works within applicable laws and regulatory procedures.


• Assumes responsibilities as a "champion" in specific departmental software applications. 


• Performs other duties as requested or assigned by supervisor or designee; participates in other administrative activities as requested by the Officers, Managers or Senior Accountants. 

POSITION QUALIFICATIONS

• Bachelor’s in Accounting or equivalent required.


• Typically, 2+ years professional experience in public accounting.


• Actively pursuing CPA license, or currently possess active CPA license.


• Proficient in use of computers and basic software applications.


• Good written and verbal communication skills.


• Successful problem-solving and analytical skills.


• Ability to thrive in a team-oriented environment.


• Excellent project management, analytical, and interpersonal skills.


• Strong time management skills, ability to meet deadlines.


• Professional appearance and demeanor, highly motivated.


• Client-focused, team-oriented work ethic, delivering high quality results.


• Committed to integrity and ethical business standards.


• Cooperative, flexible, ability to multi-task and complete assignments within time constraints and deadlines.


• Ability to sit and/or computer use for extended periods of time. Ability to travel by air and car, if required.


• Ability to provide own transportation for traveling to/from client engagements CPE, training, etc.; infrequent out-of-town travel, if required, for professional development, etc.


• Overtime work required periodically throughout year.

  BENEFITS                                                                                                                       

• Generous PTO policy


• Paid Holidays


• Group Medical and Life Insurance as well as vision and dental


• 401k Plan


• Professional Development


• Wellness and Employee Assistance Programs

All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

PROPRIETARY AND CONFIDENTIAL TO PUGH CPAs