Tax and Accounting Senior

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Tax Preparation

• Prepare and file individual (Form 1040), business (1120, 1120-S, 1065), and sales tax returns, as applicable
• Gather and review client documents, such as W-2s, 1099s, and other records
• Assist with quarterly estimated tax calculations and extension filings

Bookkeeping & Accounting

• Record daily transactions, including accounts payable and receivable
• Perform monthly bank and credit card reconciliations
• Maintain the general ledger and prepare month-end close entries
• Process payroll or coordinate with payroll providers
• Prepare financial statements (income statement, balance sheet, cash flow)
• Categorize expenses and ensure books are audit-ready

Client & Team Support

• Communicate with team members to request missing information and answer questions
• Maintain organized, secure digital client files
• Support senior staff with special projects, cleanup work, and year-end planning

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• Minimum of 3 years of progressive tax and accounting experience in public accounting or similar settings
• Bachelor's degree in accounting, finance, or related field
• Experience with professional tax software and general accounting tools, such as QuickBooks Online and Excel
• Experience with multi-state individual (Form 1040) tax returns a plus

COMPENSATION AND BENEFITS:

• Competitive base salary, plus participation in the annual bonus pool
• Health, dental, and vision insurance
• Health Savings Account (HSA)
• Commuter Plan
• 401(k) plan with employer match
• Paid-time-off

Reports To: Director

Employment Type: Full-time

Industry: Financial Services

How to Apply

Interested candidates should submit a resume to:

Mandy Nowaczynski

Email: View email address on click.appcast.io

Phone: View phone number on click.appcast.io