BAS Senior Accountant I

Overview

This position organizes and coordinates clients’ tax data to support accurate and timely completion of individual tax returns and simple to moderately complex corporate, partnership, and S-Corp tax returns. The role also includes QuickBooks consulting and training, outsourced accounting support, and frequent collaboration with other departments.

Responsibilities

• Communicate with engagement leaders and clients regarding open items and other pertinent matters in a timely manner.
• Conduct tax return interviews with clients as needed.
• Provide technical assistance to clients in all areas of accounting.
• Lead client QuickBooks Training.
• Prepare required tax returns in accordance with firm and professional standards as directed by engagement leaders.
• Create, reconcile, and tie out trial balances.
• Review basic accounting trial balances.
• Train and mentor staff on simple accounting and tax returns.
• Proactively manage project timelines and budgets.

Requirements

• Bachelor’s degree required.
• Minimum of two (2) years of experience in accounting or tax preparation preferred.
• Active CPA licensure preferred.
• Minimum of 40 hours of continuing professional education required each year.
• Proficient in Microsoft Office, with an emphasis on Excel.
• Proficient in QuickBooks Online.
• Must be currently authorized to work in the United States on a full-time basis.

Compensation & Benefits

• 20 days of PTO plus 9 paid holidays.
• Firm-paid medical plans*; HSA and FSA options; Dental and Vision.
• 401(k) with a company safe harbor contribution.
• Access to Identity Protection and other benefits.
• CPA assistance and completion bonus.
• Access to a learning platform and tuition reimbursement.

*For applicable individuals only medical plans.

Location

Flexibility to match your lifestyle: depending on the role and location, in-office, hybrid, and remote work arrangements are available.

Equal Opportunity

This employer is an equal opportunity employer and values diversity in the workforce. Candidates of all backgrounds are encouraged to apply.