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Senior Accountant

Staff Accountant (Level 2)


Baratz and Associates is a full service accounting and consulting firm committed to consistently delivering on our commitment to our clients … to deliver specialized solutions that help them achieve their financial and wealth management goals.


As a senior accountant you will support the firm’s mission by:

Ø  Accurately and efficiently preparing financial statements, tax returns and other analytical and informational documents for our clients;

Ø  Identifying potential accounting and tax issues and communicating recommendations to the firm’s partners and clients clearly and effectively;

Ø  Continuing existing business and client relationships through outstanding service, and initiating new opportunities and relationships wherever possible;

Ø  Assisting in the development and training of our junior team members.

Essential Duties and Responsibilities

o    Prepare federal and state tax returns for Baratz & Associates clients, including corporate and partnership tax returns for business clients as well as individual tax returns.

o    Prepare formal compilation and review financial statements and footnotes (GAAP and OCBOA).

o    Plan and manage assignments involving other team members effectively in order to meet client deadlines and requirements. Ability to multi-task with accuracy.

o    Support the firm’s partners in addressing complex client issues by applying analytical skills, performing research, etc.

o    Initiate and maintain proactive communication with firm’s clients and partners to deliver outstanding service and respond to client accounting and tax needs.

o    Assist in development and training of junior staff, including delegation of work as appropriate and follow up on completion and accuracy. 

o    Participate in goal setting and planning activities; monitor and track results.

o    Attend firm-sponsored events, meetings and functions.

o    Initiate new business opportunities for both existing and potential clients to support the revenue growth of the firm.

o    Comply with and support Baratz and Associates policies and procedures, core values and Mission Statement.

       o    Ability to effectively communicate verbally and in writing issues and recommendations to partners and clients.

Education, Certifications and/or Experience

  •   Bachelor’s degree in Accounting.
  •   Has obtained or is actively pursuing CPA certification.
  •   At least 5+ years of experience in public accounting.
  •   Proficient in Microsoft Office Suite including Excel/Outlook/Word, experienced with accounting and tax software preferably Thomson Reuters CS suite (UltraTax CS, CS Accounting, Fixed Assets CS).
  •   Required to complete 40 hours of Continuing Professional Education annually.
  •   Have identified areas of interest for future specialization.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Baratz & Associates, P.A. 2019