JOB SUMMARY
As an Enterprise Senior, you will be in a new position of advanced technical aptitude and supervisory responsibilities. A Senior Accountant must be able to handle more complex assignments than the staff, begin to learn the complete process of managing all tasks regarding client work, and take a lead role in developing / reviewing the work of less experienced staff. The Senior Accountant role is the bridge between the staff, who are executing the client-service related tasks, and the management, who are strategizing and overseeing successful completion of efficient engagement activity and top-quality client service.
JOB DESCRIPTION
Tax Preparation & Review :
- Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks
- Identify key areas for audit focus, potential risks, and necessary resources
- Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
- Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
- Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
Research and Analysis :
Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagementsAssess the application of accounting principles and standards, and provide recommendations for improvementsConduct thorough tax research and analysis to develop tax planning strategies for clients, and collaborate with the internal team to provide guidance on complex tax mattersClient Communication :
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concernsPrepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implicationsCompliance and Documentation :
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standardsMonitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissionsStay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirementsTeam Collaboration :
Collaborate with other audit and tax professionals within the firm to share insights, knowledge, and best practicesSupervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their workCultivate a collaborative team environment, promoting knowledge sharing and effective communication among team membersParticipate in internal training sessions to enhance your technical skills and stay updated on industry trendsProcess Improvement and Innovation :
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax servicesSupervisory responsibilities
May supervise subordinate team membersWork environment
Work is conducted in a professional office environment with minimal distractionsPhysical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of timeMust be able to lift to 15 pounds at a timeTravel required
Travel, if required, is unpredictable and will depend on a client's needsRequired education and experience
Bachelor's degree in accounting, finance, or a related field3 - 5 years of relevant experience in public accounting, financial consulting, or similar settingPreferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar settingActively working towards achieving CPA licensure or relevant certification, if not already attainedResponsible for completing the minimum CPE credit requirementOther 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 colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.