Senior Accountant- Tax and Bookkeeping

My client, a small and growing CPA firm, is seeking a Senior Accountant to perform tax, payroll, and bookkeeping for small family businesses and HNW individuals. The firm will consider a full-time or part-time employee.

Responsibilities include (but not limited):

Payroll:

• Process Payroll for new and existing clients with minimal supervision
• Continue to organize and streamline the payroll process and update internal and external payroll policies as deemed necessary
• Draft engagement letters
• Set up new clients and coordinate forms that need to be signed
• Assist with various projects in the office
  
  

Accounting:

• Coordinate the gathering of monthly sales tax and bank statements from clients
• Prepare and file Sales Tax
• Prepare clients bookkeeping using QuickBooks desktop or QuickBooks online
• Review accounting work reviewed by staff and coordinate missing information
• Prepare 1099s and annual reports yearly
• Follow work papers documentation and be able to complete and document work for easy review
  
  

Tax returns:

• Meet with assigned clients and prepare tax returns
• Prepare tax returns assigned for small businesses and HNW individuals
• Prepare Monthly Accounting and Sales Tax
• Assist with various projects in the office
• Ideally 5 or more years of experience in public accounting, preferably with smaller firms
• Payroll and sales tax experience
• Tax return prep and review for small businesses and HNW individuals
• Bookkeeping, financial statements, bank reconciliations, and QuickBooks
• Strong communication skills- this position will have direct contact with clients.
  
  

5 years or greater