Senior Accountant - Tax & Accounting

Job Description

Job Description

Syriac CPA Tax & Accounting Services, Inc. is seeking an experienced Senior Accountant with strong hands-on experience in accounting, tax preparation, tax review, and client communication.

This is a client-facing position. The Senior Accountant will be responsible for managing assigned clients, reviewing accounting work, preparing and reviewing tax returns, discussing accounting and tax matters directly with clients, and coordinating with our internal accounting and tax teams.

Key Responsibilities:

• Serve as a primary accounting and tax contact for assigned clients.
• Communicate directly with clients regarding accounting, bookkeeping, tax returns, tax planning, and compliance matters.
• Review accounting and bookkeeping work completed by staff before presenting financial information to clients or preparing tax returns.
• Review Profit & Loss Statements, Balance Sheets, General Ledgers, bank reconciliations, and supporting schedules for accuracy.
• Identify accounting errors, missing transactions, incorrect classifications, and reconciliation issues and coordinate necessary corrections.
• Conduct monthly, quarterly, and year-end accounting reviews with clients when required.
• Explain financial statements and accounting issues to clients in a clear and professional manner.
• Prepare and review individual and business tax returns, including Forms 1040, 1120-S, 1120, and 1065.
• Review prior-year tax returns and current-year financial information to identify potential tax issues and planning opportunities.
• Discuss tax returns with clients, explain major changes, and answer client questions before filing.
• Assist with tax planning and tax-saving strategies for business owners and individual clients.
• Review depreciation, fixed assets, payroll, owner compensation, distributions, shareholder/partner transactions, and other year-end tax adjustments.
• Assist clients with estimated tax payments and federal and state tax compliance.
• Review and respond to IRS, California FTB, EDD, and other tax notices as assigned.
• Work closely with bookkeepers, accountants, tax preparers, and Client Relations to ensure work is completed accurately and on time.
• Review work prepared by junior accountants and provide corrections, guidance, and training.
• Follow up directly with clients for missing information and resolve accounting and tax questions.
• Manage multiple client engagements and ensure deadlines are met.

Qualifications:

• 4–6+ years of accounting and tax experience preferred.
• CPA firm or public accounting experience strongly preferred.
• Strong hands-on experience with both accounting and tax preparation.
• Experience reviewing accounting work and tax returns.
• Strong knowledge of individual and business taxation.
• Experience with S Corporations, C Corporations, Partnerships, LLCs, and individual tax returns.
• Strong QuickBooks Desktop and QuickBooks Online experience.
• Experience with Lacerte, ATX, ProSeries, UltraTax, or similar professional tax software preferred.
• Strong understanding of federal and California tax requirements.
• Excellent client communication skills.
• Ability to independently speak with clients about their accounting and tax matters.
• Strong analytical and problem-solving skills.
• Ability to supervise and review the work of junior accounting staff.
• Excellent attention to detail and ability to manage multiple deadlines.

CPA or EA designation is preferred but not required. Strong practical experience in accounting, taxation, review, and client management is highly valued.

We are specifically seeking someone who can take ownership of assigned clients review their accounting, understand their business, communicate with them directly, prepare and review their tax returns, identify tax issues, and coordinate with our team to ensure high-quality and timely service.

\nCompany Description

We are seeking an experienced Director of Tax & Accounting to lead and oversee the Tax and Accounting Departments of our growing CPA firm. This is a senior leadership position responsible for managing and reviewing work performed by both our US office and back office teams.

The ideal candidate will have at least 10 years of strong US tax and accounting experience with extensive knowledge of individual partnership S Corporation and C Corporation tax returns. The candidate should also have strong experience in US GAAP bookkeeping financial statement preparation QuickBooks Online and QuickBooks Desktop.

The Director will manage department workflow assign work to team members review tax returns and accounting work monitor deadlines ensure quality standards and oversee the performance of accountants tax preparers and back office staff.

The position requires someone who can take ownership of department operations communicate directly with clients resolve tax and accounting issues and make day to day decisions independently.

CPA or Enrolled Agent is strongly preferred.
Qualifications and Leadership Requirements

• Minimum 10 years of strong US tax and accounting experience preferred

• Strong experience preparing and reviewing individual partnership S Corporation and C Corporation tax returns

• Strong knowledge of US GAAP accounting bookkeeping and financial statement preparation

• Strong QuickBooks Online and QuickBooks Desktop experience

• Proven experience managing and supervising Tax and Accounting Departments

• Manage and oversee Tax and Accounting operations performed by both the US office and back office teams

• Assign and coordinate work between US staff and back office staff based on experience workload and deadlines

• Review tax returns bookkeeping accounting financial statements reconciliations and other work completed by the US office and back office teams

• Monitor daily workflow and project status across both offices and make sure assignments are moving forward

• Ensure work completed by the back office meets US accounting tax and firm quality standards before delivery to clients

• Review staff productivity quality of work turnaround time and pending assignments

• Identify errors incomplete work and delays and take appropriate corrective action

• Conduct regular meetings with Tax and Accounting teams and follow up on pending work

• Train guide and mentor accountants tax preparers bookkeepers and other department staff

• Establish and maintain quality control procedures for Tax and Accounting Departments

• Communicate directly with clients regarding tax accounting financial matters and missing information when necessary

• Take ownership of Tax and Accounting Department operations and make routine operational and technical decisions independently

• Escalate significant technical tax client or compliance matters to the CEO when necessary

• CPA or Enrolled Agent strongly preferred

• Excellent client communication skills

• Strong leadership and problem solving ability

• Ability to manage multiple clients employees projects and deadlines simultaneously

Company Description

We are seeking an experienced Director of Tax & Accounting to lead and oversee the Tax and Accounting Departments of our growing CPA firm. This is a senior leadership position responsible for managing and reviewing work performed by both our US office and back office teams.\n\nThe ideal candidate will have at least 10 years of strong US tax and accounting experience with extensive knowledge of individual partnership S Corporation and C Corporation tax returns. The candidate should also have strong experience in US GAAP bookkeeping financial statement preparation QuickBooks Online and QuickBooks Desktop.\n\nThe Director will manage department workflow assign work to team members review tax returns and accounting work monitor deadlines ensure quality standards and oversee the performance of accountants tax preparers and back office staff.\n\nThe position requires someone who can take ownership of department operations communicate directly with clients resolve tax and accounting issues and make day to day decisions independently.\n\nCPA or Enrolled Agent is strongly preferred.\nQualifications and Leadership Requirements\n\n• Minimum 10 years of strong US tax and accounting experience preferred\n\n• Strong experience preparing and reviewing individual partnership S Corporation and C Corporation tax returns\n\n• Strong knowledge of US GAAP accounting bookkeeping and financial statement preparation\n\n• Strong QuickBooks Online and QuickBooks Desktop experience\n\n• Proven experience managing and supervising Tax and Accounting Departments\n\n• Manage and oversee Tax and Accounting operations performed by both the US office and back office teams\n\n• Assign and coordinate work between US staff and back office staff based on experience workload and deadlines\n\n• Review tax returns bookkeeping accounting financial statements reconciliations and other work completed by the US office and back office teams\n\n• Monitor daily workflow and project status across both offices and make sure assignments are moving forward\n\n• Ensure work completed by the back office meets US accounting tax and firm quality standards before delivery to clients\n\n• Review staff productivity quality of work turnaround time and pending assignments\n\n• Identify errors incomplete work and delays and take appropriate corrective action\n\n• Conduct regular meetings with Tax and Accounting teams and follow up on pending work\n\n• Train guide and mentor accountants tax preparers bookkeepers and other department staff\n\n• Establish and maintain quality control procedures for Tax and Accounting Departments\n\n• Communicate directly with clients regarding tax accounting financial matters and missing information when necessary\n\n• Take ownership of Tax and Accounting Department operations and make routine operational and technical decisions independently\n\n• Escalate significant technical tax client or compliance matters to the CEO when necessary\n\n• CPA or Enrolled Agent strongly preferred\n\n• Excellent client communication skills\n\n• Strong leadership and problem solving ability\n\n• Ability to manage multiple clients employees projects and deadlines simultaneously