Senior Accountant - Tax and Business Services

Wegner CPAs•Madison, WI

About The Position

The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and accounting services. The role includes building strong relationships with new and existing clients, managing accounting service engagements, coordinating team workloads, and serving as the in-charge accountant or controller for multiple clients. The Senior Accountant prepares tax returns, plans and executes financial statement engagements, prepares and reviews workpapers, participates in prospect meetings, and begins developing a personal marketing plan. Projects must be completed efficiently within established time budgets. Flexible and remote work options are available.

Requirements

Bachelor's degree in Accounting.
Minimum of two years of progressive accounting experience leading to and/or including the specified duties and responsibilities.
Proficiency in Microsoft Office programs, specifically Excel.
Demonstrated knowledge of GAAP.

Nice To Haves

Certified Public Accountant license preferred; the employer will pay for it.
Familiarity with CCH Axcess Tax Software.

Responsibilities

Develop and maintain strong relationships with new and existing clients, including routine client check-ins.
Build accounting client service engagements to gather financial data, compile information, and prepare reports.
Coordinate team workloads on accounting service engagements and assist the team as needed to meet deadlines.
Assume in-charge responsibilities for multiple clients.
Act as controller for multiple clients.
Prepare tax returns, including Forms 1120, 1120S, and 1065, as well as sales tax and personal property tax returns.
Plan and execute financial statement engagements.
Prepare and review appropriate workpapers.
Attend prospect meetings with Managers or Partners.
Begin developing a personal marketing plan.
Complete projects efficiently within established time budgets.