Senior Staff - Tax - Closely Held Business

Adams Brown LLC

$75K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Master's degree in Accounting or Finance, or a bachelor's degree with required 150 hours to sit for CPA exam
  • Licensed CPA or actively pursuing CPA certification
  • 3-5 years of relevant experience in accounting or a similar role
  • Strong knowledge of accounting principles and tax regulations
  • Proficient in multiple accounting software applications

Responsibilities

  • Prepare tax returns and conduct tax research for client strategy development
  • Create detailed accounting and statistical documentation for tax processes
  • Utilize reference materials to research accounting issues effectively
  • Maintain precise billing records for clients' time and expenses
  • Comply with continuing education requirements in accounting standards
  • Assist in implementing new accounting systems when necessary
  • Promote the firm's values and enhance its image through professionalism

Benefits

  • Flexible work environment with modern technology arrangements
  • Substantial paid time off and closure during major holidays
  • Comprehensive benefits package promoting work-life balance
  • Culture focused on growth, clarity, and mutual respect
  • Encouragement of professional development and learning opportunities
Full Job Description


Position Summary

The individual in this position prepares tax returns, standard accounting work papers and statements, and other financial reports. Responsibilities also include preparing statistical and account analyses. The Senior Staff Accountant is familiar with tax and audit standard concepts, practices, and procedures. May lead and direct the work of others. Relies on experience and judgment to accomplish goals. A certain degree of creativity and latitude is expected. This position will be on the Closely Held Business team.

FLSA Status: Exempt

Requirements

Required Experience and Education

Master's degree in Accounting or Finance, or bachelor's degree with the 150-hour requirement to sit for the CPA exam. Licensed CPA or actively working toward CPA certification. 3-5 years in relevant position or equivalent combination of education and experience.

Major Duties and Responsibilities
  • Prepares tax returns and conducts tax research to develop strategies and planning opportunities for clients
  • Prepares a variety of detailed accounting and statistical functions relating to tax preparation
  • Uses reference materials in researching accounting issues
  • Maintains accurate time and expense records to ensure proper billing of clients
  • Complies with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, Governmental Accounting Standards, and the firm
  • Recommends and assists in the implementation of new or revised accounting systems
  • Enhances the firm image by demonstrating "executive presence". This means instilling confidence in those you meet by manner, spoken and written word and professional appearance
  • Works closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development
  • Maintains strong client service relationships and cross-sell services as appropriate
  • Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
  • Demonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skills
  • Increasingly builds knowledge base on the firm's industry lines and service offerings
  • Promotes the ideas, values, mission, and vision of the firm and supports the one-firm concept
  • Proactively seeks knowledge, new tasks, and responsibilities
  • Performs other duties as assigned

Desired Skills, Abilities and Characteristics
  • Ability to maintain confidentiality of firm and client information
  • Effectively communicate through oral and written means
  • Client service oriented
  • Commitment to the profession and the firm
  • Aptitude to learn and effectively use multiple software applications
  • Ability to apply principles of accounting to analyze and prepare financial information
  • Excellent organizational skills
  • Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients
  • Ability to work well with others

Working Conditions

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

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