Senior Associate
Full-time
Our ideal candidate should have five or more years of public tax and accounting experience that can fill an immediate need in either our Hamlin of Milton, WV offices. While a CPA license is preferred, it is not required. Bachelor’s in accounting is required. This individual should also be prepared to work as a team member, but willing to take the lead, review projects and engagements and perform managerial duties.
Responsibilities Include:
- Build and maintain current and prospective client relationships ensuring that our clients are provided with high quality service.
- Lead assigned client engagements from start to finish, including planning, scheduling, budgeting and completion. Services included, but not limited to, the following:
o Tax preparation, compliance, and research
o Financial compilation and review engagements
o Payroll preparation and compliance
o Bookkeeping and data entry
o Business consulting and planning
- Review client engagements and make any necessary recommendations regarding accuracy, compliance, and other learning opportunities.
- Prepare and review tax returns for simple and complex individuals, trust, partnerships, corporate and nonprofit tax clients.
- Research and consult with management on various client-related tax matters.
- Respond to inquiries from the IRS and other tax agencies on a timely manner.
- Participate in networking and business development activities on behalf of the firm.
- Perform other duties as assigned or required.
Qualifications Include:
- Bachelor’s degree in Accounting
- Five years plus of public accounting and tax experience
- CPA or parts of the CPA exam passed is preferred, but not required.
- Strong interpersonal skills and ability to work independently as well as a team member
- Previous tax return preparation experience is required.
- Experience with Thomson Reuters products preferred.
- Ability to consistently exercise good ethical judgement in dealing with a variety of issues and situations.
A comprehensive compensation package will be offered that includes salary, bonus potential, health insurance, paid time off and 401K matching. We also offer dental, vision and disability insurances as payroll deductions.
1051 Main St, Ste 100
Milton, West Virginia 25541
