JOB DESCRIPTION

Position: Senior Accountant
Department: Tax
Status: Full-time

Position Summary
The Senior Tax Accountant prepares complicated individual and corporate returns, and ensures that junior members of the department perform work to a high level.

Responsibilities
Chargeable work (85% of total hours)
Tax Document Preparation

• Prepares federal, state, and local individual returns in which there are itemized deductions, K-1s, Schedule Cs, Schedule Es, higher-earner considerations, multi-state requirements (Individual Levels 3-4)
• Prepares federal, state and local business returns for the following:
  • Business Level 3: Gross receipts in the millions; complex balance sheet and income statements; several different schedules; M3 rather than M1; possible multiple owners; possible multiple states
• Based on department staffing and workflow, may prepare more simple individual and business returns
• Based on department staffing and workflow, may prepare property tax returns, 1099s, extensions or quarterly returns

Tax Document Review

• Conducts thorough review of simple individual returns (Levels 1 & 2) prepared by colleagues
• Conducts thorough review of business returns (Levels 1 & 2) prepared by colleagues
• Conducts thorough review of property tax returns, 1099s, extensions or quarterly returns prepared by colleagues

Tax Consulting

• Determines deferred tax calculations
• Determines fixed asset reconciliations
• Reviews intangible amortization schedules
• Counsels customers on tax strategy
• Meets with customers to present returns
• Prepares tax projections

Division of preparation work is approximately 65% work on individual returns and 35% on business returns. During busy season, work is divided approximately 80% preparation and 20% review.

Advanced accounting (Level 3) (5% of chargeable)

• Prepares deferred tax calculations
• Assist with the preparation of financial compilations and reviews (with footnotes)

Non-chargeable (10% of total hours)
Department Support (2% of non-chargeable)

• Participates in activities related to growing the department and maximizing productivity and profitability

Employee Management & Development (3% of non-chargeable)

• Leads hiring Associates and Accountants in the Tax Department and provides direct management and coaching of them, including providing onboarding and conducting performance evaluations
• Participates in hiring of Senior Accountants and Managers in Tax

Company Support (3% of non-chargeable)

• Participates in company meetings
• Participates in the company’s LinkedIn presence
• Contributes ideas and feedback regarding company marketing efforts
• Participates in marketing/sales activities as requested

Professional Development (2% of non-chargeable)

• Participates in internal and external training and informal learning activities in order to maintain up-to-date accounting knowledge

Behavioral Competencies

• Demonstration of strong customer service both internally and externally.
• Demonstration of utmost professionalism in appearance, communication and manner both internally and externally.
• Demonstration of ethical, honest behavior at all times.
• Demonstration of capacity to work independently with limited guidance from customers or colleagues.
• Demonstration of commitment to continuous improvement internally and externally.
• Demonstration of work/life balance and positive stress management.

Working conditions

• Work at the Simons Bitzer office and occasionally customer sites
• Must work during standard office hours
• Additional evening/weekend hours necessary January-April

Qualifications

• Education: Bachelor’s degree required; completion of CPA (or current pursuit of) required
• Experience: At least 4 years as an accountant; public accounting experience desired
• Technical competencies: Quickbooks, Microsoft Office, UltraTax (preferred)