Senior Accountant, Financial Reporting & Tax Coordination
Overview
Own the full accounting cycle for entity clients, from bank reconciliations to month-end close, at a firm serving ultra high net worth individuals. Coordinate with external CPAs on tax returns and support management with financial reports. This role demands precision and a client-first mindset in a collaborative team of finance professionals.
What You'll Do8
- 1Reconcile bank statements for LLC and corporation clients with Excel and accounting software.
- 2Post journal entries and manage receivables, ensuring accuracy in the general ledger.
- 3Prepare monthly financial statements and variance analysis for client portfolios.
- 4Build budgets, invoices, and client reports, and retrieve data for admins and executives.
- 5Coordinate with outside CPA firms to ensure timely tax return preparation and filings.
- 6Prepare custom reports for management and clients using QuickBooks and Excel.
- 7Open bank accounts and manage ongoing bank communications for clients.
- 8Triage high-priority matters and resolve them within 24 hours, documenting actions taken.
Requirements8
- 13+ years in accounting, with QuickBooks and Excel proficiency.
- 2Bachelor's degree in Accounting, Finance, or related field.
- 3Strong knowledge of GAAP and financial statement preparation.
- 4Experience with Microsoft Dynamics or similar ERP is a plus.
- 5Excellent organizational skills and ability to meet tight deadlines.
- 6Proven track record of working independently in a remote or hybrid setting.
- 7Detail-oriented with a commitment to accuracy in all deliverables.
- 8Strong communication skills for client and vendor interactions.
Salary Insight
$80 - $120k per year
Location
Required Skills
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