Senior Tax Accountant

Kerkering Barberio & Co

Senior Tax Accountant

Tampa, FL +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Company parties

    Competitive salary

    Dental insurance

    Donation matching

    Flexible schedule

    Free food & snacks

    Health insurance

    Opportunity for advancement

    Paid time off

    Parental leave

    Training & development

    Tuition assistance

    Vision insurance

    Position Overview:

    Senior accountants perform most work assigned with minimum direction. They help staff and in-charge personnel as they may request when client issues arise. Seniors often lead lower-level personnel and instruct them on work to be performed, review work done, and direct necessary revisions. Seniors are required to make decisions on routine accounting and tax matters and are a resource for solutions on more complicated matters. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff and In-Charge level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines.

    Essential Functions:

    Performs a broad range of accounting and tax assignments, and assumes responsibility of engagements, so that direct participation of Supervisors, Managers and Shareholders is kept to a minimum.

    Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.

    Meets time and budget constraints and client deadlines.

    Participates in planning and scheduling client accounting and tax engagements.

    Directs, instructs, and trains Staff and In-Charge accountants, where applicable.

    Prepares personal tax returns, including those that are more complex.

    Prepares business tax returns, including those that are more complex.

    Follows review notes, makes corrections as requested, and minimizes future incidents of corrections.

    May review and correct tax returns and financial statements as prepared by fellow staff members.

    Follows up on post-April 15th work required such as NOL carrybacks, amended returns, etc.

    Joins in the development of tax planning ideas with Supervisor, Manager or Shareholder in charge of engagement.

    Prepares routine correspondence, as requested, to clients and regulatory agencies for approval and signature of Manager or Shareholder.

    Communicates with client and team members, as requested, in an efficient and professional manner.

    Drafts accountant reports and financial statements, including notes and disclosures when appropriate, in accordance with professional standards.

    Conducts research as needed.

    Other Functions:

    Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.

    Assumes primary responsibility (under supervision) for engagements.

    Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for the position).

    Participates in local civic, charitable, business, and other organizations.

    Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.

    Begins focusing on practice development by setting personal referral source related goals.

    Performs other duties as assigned.

    Required Experience and Skills:

    Proficiency with computer tax programs, spreadsheets, and word processing.

    Demonstrates sound critical thinking, professional judgment, and decision-making skills

    Current knowledge of accounting principles and federal, state, and local tax regulations.

    Displays the self-motivation to ask for and successfully complete the types of assignments and special projects that will further increase technical skills, especially if required for a specific area of expertise.

    Effective verbal and written communication skills.

    Conducts themselves with integrity in a responsible, professional manner and appearance.

    Excellent organizational and time management skills.

    Required Education: Bachelor’s in accounting or related field

    Required Experience: 3 years progressive experience in public accounting

    License/Certification: CPA preferred

    Working Requirements:

    Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.

    Occasional overtime is expected throughout the year and heavy overtime is required from January through April.

    Flexible work from home options available.

  • Locations
    Tampa, FL • Sarasota, FL