Consulting Senior

UHY International•Newburgh, NY

1d•$96,000 - $110,000•Onsite

About The Position

As a Consulting Senior, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

Requirements

Bachelor’s degree in accounting, finance, or a related field
3 – 6 years of relevant experience
Microsoft Suite
CCH Prosystem FH
Axcess Tax
Axcess Document
Axcess Workstream
Thomson Reuters Fixed Assets CS
Checkpoint for Tax Research
Sage Intacct
Bill.com
QuickBooks Online
QuickBooks Desktop
Xero
NetSuite

Nice To Haves

Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement

Responsibilities

Lead and manage the preparing of federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
Organize and review client-provided financial information, ensuring accuracy and completeness
Use tax software and tools to input data, calculate tax liabilities, deductions, and credits
Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
Coordinate and lead month-end and year-end close processes for client accounts
Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management
Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying compliance issues and opportunities to minimize tax liabilities and optimize financial outcome
Interpret and apply relevant tax laws, regulations, and guidelines
Prepare tax projections and estimates to guide clients in making informed financial decisions
Communicate with clients to gather necessary information and address inquiries related to accounting and tax matters
Explain accounting and tax concepts and implications to clients in a clear and understandable manner
Collaborate with internal team to provide timely updates and recommendations to clients on their accounting and tax situations
Ensure adherence to regulations and deadlines, filing tax returns accurately and timely
Maintain compliance with accounting principles, regulations, and client-specific requirements
Maintain organized and comprehensive files and documentation for each client engagement
Track changes in laws and regulations and their potential impact on clients
Collaborate with other professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Support members in complex projects, including audits and specialized services
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Identify opportunities to enhance workflows, processes, and methodologies, contributing to the continuous improvement of the firm's accounting and tax services
May supervise subordinate team members