Senior Accountant, CPA, and Enrolled Agent Remote Positions Available

OUR COMPANY:

We are an all-women and mostly virtual CPA firm. Our main location is in Brooklyn, NY but the majority of our team is working from different states. We provide tax planning, tax preparation, accounting and outsourced CFO services to small businesses in service-based industries. We help our clients become financially successful and cash-strong by implementing various tax-saving and cash-saving opportunities. Our goal is to provide quality service to our clients and fulfilling and exciting opportunities to our staff.

SENIOR ACCOUNTANT AND TAX SUPERVISOR POSITION

We are looking for a dynamic, experienced Senior Accountant, Enrolled Agent, or Certified Public Accountant to join our remote practice as a senior accountant and tax supervisor. A candidate MUST have solid experience in accounting and individual and business tax preparation.

RESPONSIBILITIES AND DUTIES

• Prepare and file federal, state and local individual and business income tax returns
• Review returns prepared by tax associates
• Conduct tax return review meetings with clients
• Prepare and file sales tax and payroll tax returns for multiple businesses
• Assist clients with estimated tax planning and prepare estimated tax scenarios
• Recommend tax strategies by researching federal, state, and local taxation issues
• Advise business owners and individuals regarding the tax code
• Conduct onboarding and annual tax interviews with clients
• Maintain constant communication with the IRS, State Agencies, and our clients
• Enter transactions and reconcile accounts in clients’ financial software
• Prepare and analyze clients’ financial statements and communicate results to clients in a timely manner
• Assist in the design and preparation of budgets for review by management
• Maintain and reconcile fixed assets schedules
• Supervise accounting staff and review their work on a consistent basis
• Maintain and garner new client relationships
• Recommend fiscally advantageous methods to save money
• Maintain highly organized and updated client files
• Conduct accounting clients interviews and onboard accounting clients
• Prepare standard operating procedures to be used internally
• Assist clients with design of standard operating procedures
• Work collaboratively with other team members to achieve shared goals

SKILLS AND EXPERIENCE

• Bachelor’s degree in accounting or tax is a MUST
• CPA license in good standing is a plus
• 7+ years of relevant accounting and tax experience. Work experience at a CPA firm is a plus.
• Proficiency in QuickBooks Online, QuickBooks Desktop, Microsoft Word and Excel; UltraTax CS, Google Drive, ShareFile or similar cloud client portal
• Outstanding communication skills, written and verbal
• Excellent customer service and interpersonal skills
• Outstanding phone and email etiquette
• Able to thrive in a deadline-driven environment

PERSONAL CHARACTERISTICS

• Excellent (!) written and verbal communication skills. Must be able to communicate clearly and concisely with team members and clients
• Strong interpersonal and customer service skills
• Ability to prioritize and multitask
• Ability to work in a fast paced environment with minimal supervision
• Very strong attention to detail. Must be thorough and accurate
• Must be a self-starter
• Must be a problem-solver
• Strong work and personal ethics