Senior Accountant

KerberRose S.C.•Clintonville, WI

10d

About The Position

We are a growing CPA firm seeking a reliable and detail-oriented Staff Accountant to support our client accounting and tax services practice. This role is ideal for someone with strong bookkeeping and payroll experience who enjoys working with multiple clients and collaborating with a professional accounting team. The Staff Accountant will be responsible for bookkeeping, payroll processing, accounting systems setup and support, client communication, and assisting with tax compliance services for small to mid-sized businesses and individuals.

Requirements

Bachelor’s degree in Accounting or a related field
Four or more years of bookkeeping or public accounting experience
Proficiency in QuickBooks Online and/or QuickBooks Desktop
Strong attention to detail and organizational skills
Ability to manage multiple client engagements and deadlines

Nice To Haves

CPA Certification preferred or CPA-eligible

Responsibilities

Maintain accurate books for multiple clients, including general ledger maintenance, bank and credit card reconciliations, and journal entries
Prepare and assist in reviewing monthly, quarterly, and year-end financial statements
Review client records for accuracy, compliance, and consistency
Prepare and assist in reviewing month-end and year-end close processes
Prepare and assist in reviewing the filing of payroll tax reports (Forms 941, 940, state filings, W-2s, and 1099s)
Monitor payroll tax notices and assist with agency correspondence
Ensure compliance with federal, state, and local payroll regulations
Prepare and assist in reviewing individual, partnership, and corporate tax returns
Organize client tax documents and supporting schedules
Assist with tax compliance projects
Prepare research, written correspondence/guidance, and other documents for submission to taxing authorities.
Assist with sales tax and other state/local tax filings as needed
Set up, convert, and customize client accounting systems
Troubleshoot and resolve client bookkeeping and software issues
Perform diagnostic reviews and cleanups of existing accounting files
Provide basic software training and guidance to clients
Build new and existing client relationships and demonstrate basic knowledge of clients’ businesses.
Communicate directly with clients to gather information, answer questions, and communicate both tax and financial statement results
Provide professional and timely responses to client inquiries
Work closely with staff, managers, and partners on engagements
Adhere to firm deadlines, quality standards, documentation requirements, and budgeted production goals.