Staff Senior Accountant / Public Accounting

Summit Accounting Solutions is looking for a knowledgeable Senior Staff Accountant to join our growing ensemble accounting and wealth management practice.

This position is responsible for developing strong, lasting relationships with our clients. The ideal candidate will have experience with all phases of a public accounting firm, including but not limited to the presentation and strategic thinking capabilities applied to tax planning and tax return preparation, the technical review of individual, corporate, partnership, and fiduciary tax returns, and monthly financials. The expectation is that this position will train and share knowledge with team members and participate in the internal mentoring of other team members. Salary DOE

Job Duties & Responsibilities

• Potential for managing a group of clients with intent to pursue career of managing a tax and accounting practice
• Maintains general ledger by transferring subsidiary accounts; preparing a trial balance; reconciling entries.
• Summarizes financial status by collecting information, preparing a balance sheet, profit and loss, and other statements.
• Prepare accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the company
• Establish records of accounts and input entries into to proper accounts
• Document and ensure proper keeping of financial records, making use of current technologies
• Prepares individual tax returns and basic corporate, partnership and S-Corp returns
• Prepares basic amended returns, personal tax projections, property tax returns, sales tax returns, use tax returns, and payroll tax returns
• Develops and implements accounting procedures by analyzing current procedures, recommending changes
• Mentor and shares knowledge base and provide training with bookkeeping staff
• Review and publish bookkeeper prepared financials to client portals
• Develop and maintain positive relationships with clients, including interacting with clients on a regular basis and leading client meetings
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations

Competencies

• Thompson Reuters NetSuite, UltraTax, Fixed Assets, Workpapers CS and Accounting CS experience a plus
• Proficiency with computer programs, including MS Office Suite and accounting software; ability to quickly learn and adapt to new software and new technology
• Ability to perform multiple tasks simultaneously, work effectively in a team environment
• Works well in a fast-paced / deadline driven environment
• Excellent client service skills: reliability, integrity in verbal and written communications

Required Education and Experience

• Bachelor or master’s degree from an accredited university or comparable work history
• Certified Public Accountant (CPA) or Enrolled Agent license preferred or pursuing
• 3-5 years’ experience in public accounting

Supervisory Responsibility
This position initially will not have supervisory responsibilities.

Travel

Limited travel required for company meetings, training, and occasional meetings at client locations. The employee must be able to travel independently on an infrequent basis, including some overnight stays.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.