Senior Tax & Accounting Specialist, CPA & GAAP
Overview
Senior Tax & Accounting Specialist will own tax compliance and monthly close for Fusion CPA's entrepreneur clients. This role sits within a tech-forward firm and works with firm leaders and staff. The specialist manages federal and state returns, advises on tax strategies, and reviews financial statements. The role stands out for its mentorship culture and growth path toward future leadership.
What You'll Do8
- 1File federal and state returns, extensions, and quarterly payments for a portfolio of clients.
- 2Research federal, state, and local tax issues and recommend strategies to minimize liabilities.
- 3Review journal entries, account reconciliations, and monthly financial close processes.
- 4Analyze merger and acquisition profitability by computing key ratios and identifying tax savings.
- 5Apply GAAP to statutory accounting practices and ensure correct adoption of new regulations.
- 6Develop accounting policies and procedures, focusing on process and system improvements.
- 7Prepare variance summaries of financial statements to budget for client review.
- 8Mentor staff accountants and cultivate client relationships with proactive tax planning.
Requirements9
- 15+ years of current public accounting experience with partnerships and multi-state returns.
- 2Active CPA certification or progress toward certification.
- 3BA/BS in Accounting, with Master's in Tax or Accounting preferred.
- 4Proficiency with UltraTax and MS Office.
- 5Advanced Excel skills, including complex modeling and data analysis.
- 6Strong GAAP knowledge and ability to apply it to client scenarios.
- 7Experience with QuickBooks and Netsuite preferred.
- 8Ability to service multiple client engagements simultaneously with strong project management skills.
- 9Excellent written and verbal communication for articulating complex tax information to clients.
Salary Insight
Salary not disclosed in listing
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