Staff Accountant (Level 2)
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