Summary: The Senior Accountant works closely with the owner, staff and clients to facilitate completion of all components of our audit and tax engagements. The Senior is responsible for overseeing audit fieldwork, reviewing workpapers, preparing client files for partner review, interfacing with client executives, participating in audit presentations to client boards, and providing the final audit documents to clients for distribution. Preparation of tax individual, 1120, 1120S, 1065, 1041, 990s as well as multi state returns are required. We use Ultratax and the other Creative Solutions suite of products.
Essential Duties and Responsibilities: • Mentor other staff • Schedule client engagements and manage report due dates. • Oversee audit fieldwork and be available to address questions from engagement in-charge or client. • Review planning letters or workpapers and ensure planning is complete before starting a new engagement. • Review workpapers and audit documents prepared by Staff, Senior, or Supervisor Auditors. • Make Partner reviews smooth and efficient. • Review client’s Form 990, 990-T and state return (or other returns as described in the governing client engagement letter). • Manage tax return due dates for audit clients. • Assist with other client services as outlined in the engagement letter and proposal submitted to the client. • Participate with Partner in presenting audit results to the client’s governing body. Assistance with tax return preparation for individuals and entity and consulting on internal controls and best business practices may be required during on an as needed basis.
Required Qualifications: • Bachelor’s degree in Accounting, CPA eligible preferred. • A solid understanding of audit and assurance services along with at least six years of experience in public accounting. • A service mentality and a thorough understanding of accounting debits and credits and audit risk areas. • Ability to work independently and address issues or questions with engagement Partner and interface with client. • Strong time management, organizational abilities, attention to detail, communication, and interpersonal skills.
Accountability to the clients and your other team members is a must. We have a focus on brand promise and there is a requirement to communicate with clients promptly.
Monfalcone & Garris, PC
Why Work Here?Monfalcone & Garris PC is a small firm with big goals. We have a wide variety of clients in a wide variety of industries. The firm's goal is to be the last stop our clients will need on their accounting and tax journey. We see our role as an educator and support partner for all of our clients. We are actively growing and taking on new clients, which means new opportunities for our staff to broaden their experiences.
Awesome team, room for growth, variety in the work with options to learn other skills in actively growing company.