Remote Financial Planning Analyst Jobs in Rochester, NY

Description

Benefits & Perks:

With EFPR's 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry.  2080 combined with our Flex Policy, and our competitive compensation and benefits package, EFPR remains a destination employer.  If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website, here (https://protect-us.mimecast.com/s/ziE6CDkxY0H5DJ1zCW9xHl).  

Description:

EFPR Group is a leading firm in the field of tax and business services, dedicated to helping our clients achieve financial success and compliance.  With a team of experienced professionals and a commitment to excellence, we provide a wide range of services, including tax planning, accounting and business consulting.  We are looking for a dynamic and experienced [Senior Accountant] to join our Tax and Business Services team.

EFPR Group is seeking Senior Accountants, with 3-5 years of experience in public accounting, to join its Tax and Business Services Team in [Rochester, New York]. The Senior Accountant will be responsible for working on multiple client engagements, delivering quality and timely service. The ideal candidate will be an experienced professional with a strong background in tax compliance, tax planning and business advisory services.  This role involves providing expert financial advice, ensuring compliance with tax regulations and assisting clients in optimizing their financial operations.

Job duties include but are not limited to the following:

• Tax Compliance: Prepare and/or review of complex  tax returns, including individual, corporate, partnership and other entity types. Ensure compliance with local, state and federal tax regulations
• Tax Planning: Develop tax-efficient strategies to minimize clients' tax liabilities while maximizing their financial resources. Provide proactive tax planning advice to clients
• Business Advisory: Advise clients on financial and business decisions. Assist with budgeting, forecasting, and financial analysis to help clients make informed choices.
• Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial need and providing personalized service to provide innovative tax planning and consulting; Participate in client meetings and effectively communicate tax and financial information
• Financial Reporting: Prepare and analyze financial statements, including balance sheets, income statements and cash flow statements
• Research and Compliance: Stay updated on tax law changes and regulatory updates, ensuring that clients are informed and in compliance with the latest requirements; Provide clients with informed tax planning and advisory services, develop resolutions and prepare written conclusions
• Team Collaboration: Work closely with senior staff to analyze financial statements and provide insights for business decision-making; Provide comprehensive financial services to clients; Assist with the developing, training and mentoring of staff and interns
• Client Acquisition: Assist in client development and retention activities, including proposals, presentations and networking; Recognize the opportunity to provide new and innovative services that the firm offers, including but not limited to: public company tax services, banking and financial industry tax services, international, cross-border an expatriate compliance services and transaction advisory services

Requirements

Qualifications and Skill:

Required:

Bachelor's Degree in Accounting, Finance or related field

Minimum three (3) years of professional accounting experience, with a focus on tax and business services

Effective leadership, interpersonal, organizational, technological and analytical skills

Exceptional customer service skills

Strong organizational, problem-solving and analytical skills

Ability to prioritize and manage multiple clients and projects simultaneously

Experience with tax research software and Microsoft Excel

Excellent written and verbal communication skills

Exceptional attention to detail and accuracy

Knowledge of federal and state tax laws and regulations

Professional demeanor, discretion and the ability to handle confidential information with sensitivity

Commitment to ongoing professional development and staying updated on industry trends

Preferred:

Master's Degree in Accounting, Finance or related field a plus

Certified Public Accountant (CPA) Certification or significant progress towards completing licensure preferred

Five (5) years of professional accounting experience, with a focus on tax and business services, preferred

Proficiency with tax preparation software and accounting software (e.g., QuickBooks, ProSystems, CCH Axcess) a plus

The position is based in Rochester, NY.  Consideration will be given to qualified employees who wish to work hybrid or remotely.