Tax Senior - Tax Manager - Non Profit

Regal Executive Search

  • Madison, WI
  • 9 days ago

    Highlights

    The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients. Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

    Numbers & Facts

    LocationMadison, WI

    Description


    Tax Senior - Tax Manager
    Tax & Business Services Position Mission
    The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients.
    Primary Duties and Responsibilities

    • Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.

    • Build accounting client services engagements for gathering financial data, compiling information and preparing reports.

    • Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met.

    • Assume in-charge responsibilities for multiple clients.

    • Act as controller for multiple clients.

    • Prepare tax returns, including 1120, 1120S, 1065, Sales Tax, and Personal Property Tax.

    • Plan and execute financial statement engagements.

    • Prepare and review appropriate workpapers.

    • Attend prospect meetings with Managers or Partners.

    • Begin to develop a Personal Marketing Plan.

    • Complete projects efficiently within established time budgets.

    • Perform miscellaneous duties as assigned.
    Required Education
    Bachelor’s Degree in Accounting
    Certifications
    Certified Public Accountant (CPA) desired.
    Skills and Experience

    • Minimum of two (2) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.

    • Proficient in Microsoft Office programs, specifically Excel.

    • Proficient in ProSystems Tax, Fixed Assets and Engagement software.

    • Demonstrated proficiency in use of general ledger accounting software.

    • Demonstrated knowledge of GAAP.

    • Knowledge of depreciation methods and lives.

    • Demonstrated ability to relate well to clients.

    • Demonstrated effective teamwork and leadership skills

    • Possess excellent written and verbal communication skills.
    Public Contact
    Extensive work interacting both by phone and face to face with clients and staff.
    Working Conditions
    Work is performed in a typical interior/office work environment with very limited exposure to physical risk.
    Physical Demands
    Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.
    Work Hours:
    Typical business hours are Monday through Friday, 8:00am-5:00pm. Additional work hours will be expected during tax season (approximately January 15- April 15).

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