Senior Associate, Client Accounting Services

Requirements

• Prepare/write up full monthly work for more complex clients
• Review monthly work prepared by Associates and other Seniors
• Assist with monthly prep as needed and provide quality feedback
• Confirm work is flowing through Associates and Seniors with minimal edits
• Assist with training and development of Staff and Seniors
• Increased client responsibility
• Delegate tasks appropriately
• Communicate with team members for missing items for monthly work
• Calculate and analyze financial ratios
• Complete more complex business and personal tax returns
• Begin client relationship
• Discuss open items
• Review financial ratios
• Start to work independently with minimal review on work performed
• Understand priorities and communicate those priorities effectively
• Ability to meet budget and realization goals for both for clients and team

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options