Small Business Senior Associate

The Senior Associate contributes input to help solve complex client business issues from strategy to execution. They work with clients and Associates, reviewing work papers, financial statements, and general bookkeeping. They prepare business and individual tax returns. Senior Associates provide exceptional client service as a trusted business advisor.

Success Factors

Responsibilities

Work alongside management at client sites in the operation of their business on a regular basis, responding to tax and accounting queries

Develop and maintain on-going client relationship

Process and review necessary work papers, review journal entries, financial statements and prepare tax returns

Onsite client work as deemed necessary

Answer client calls and emails in timely manner and with a solution-oriented approach

Produce quality work paper files for the Manager or Partner to review with minimal corrections

Understand relationship of financial statement outcome to tax implications to client

Read prior year financial statements, tax returns and client website and actively seek out information from team members to gain an understanding of client business and industry

Proactively inform engagement team of work status and request information from client as needed

Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities

Develop strong project management and client relationship skills with a good recognition of complex accounting and tax situations

Ensure client deliverables are met within expectations

Identify and introduce other firm services based on client needs and discovered opportunities

Maintain and develop professional network of peers, seek business development opportunities through new or existing contacts

Participate in industry, continuous professional education and specialized training sessions as needed

Assist in meeting personal, team and client margins to outlined firm expectations

Keep up to date with local and national business and economic issues

Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts

Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

People Management/Relationships

Take initiative to be a team player (proactively seek opportunities to help others)

Treat everyone with respect

Develop loyalty and trust within the team

Successfully adapt to different personalities and working styles

Proactively and effectively communicate information regarding status issues to team members

Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions

Required Skills

Excellent organization skills and strong attention to detail

Multitasker with the ability to prioritize work accordingly

Excellent verbal and written communication skills with strong client service focus

Strong analytical and interpersonal skills

Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

Bachelor’s degree in Accounting with required coursework to sit for CPA exam

2+ years’ experience in preparation of reviewed and compiled financial statement, business and individual tax returns preferred

Successful progress towards CPA licensure, if not already obtained

Understanding of GAAP and tax laws

Working knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plus

Self-motivated and willingness to enhance accounting and advisory knowledge

Excellent attention to detail with the ability to manage multiple projects

Demonstrated ability to lead a team of entry-level Associates and participate in their professional development

Essential Functions

Must be able to remain in a stationary position as needed

The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.

Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer

Ability to communicate in a professional manner and exchange information with internal and external actors as needed

Ability to lift/carry up to 20 pounds

Ability to work outside of normal business hours and weekends as needed

Ability to travel to local and non-local clients as needed, overnight travel may be required

This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:$75,000 - $85,000

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