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Senior Tax Accountant and Client Manager

2 months ago

Lemoyne, United States Robert W. Morris & Company P.C. Full time
Job DescriptionJob DescriptionSalary: 100000+

At Robert W. Morris & Company, we are seeking a Senior Accountant with an affinity for both tax and accounting advisory services, and an aptitude for working with technology, including AI, to deliver exceptional service. Our firm prioritizes personal connections with clients, and we believe that people matter most, adhering to our core values:


  • Gratitude – Focus on the good and be thankful every day.
  • Rise - Strive for excellence and take ownership.
  • Excellence - Deliver customer bliss through superior service.
  • Accountability – Own our words, actions, and results.
  • Teamwork – Together we are stronger.


Job Description:


As our Senior Accountant & Client Manager, you will utilize AI tools to complement and elevate our accounting and tax advisory services. Your role will include:


  • Providing both Tax Advisory Services (TAS) and Client Accounting Advisory Services (CAAS) to small business owners and high net-worth individuals.
  • Using AI to enhance client relationships and optimize our advisory services.
  • Leading client meetings for tax planning, accounting strategy, and implementation calls.
  • Preparing and reviewing financial statements and tax returns, ensuring the best outcomes for our clients.
  • Analyzing complex accounts and utilizing AI tools to identify opportunities for improved financial management.
  • Collaborating with a dedicated team to meet and exceed our commitment to superior client experience.


Requirements:


  • 5+ years of experience in public accounting with a focus on both tax preparation and accounting advisory.
  • Bachelor's degree or equivalent in accounting, finance, or a related field.
  • CPA, EA, or a tax-focused advanced degree (LLM/JD).
  • A desire to learn, problem-solve, and employ technological solutions, with proficiency in accounting software like QuickBooks.


Benefits:


  • Generous PTO Package.
  • Retirement Plan with company contributions.
  • 100% Paid Health Insurance.
  • Continuing education and career development opportunities.
  • A supportive team environment built on our core values.
  • Flexible hybrid working environment.


Application Process:


If our mission resonates with you, take the next steps to join our team:


  1. Submit your resume.
  2. Engage in a prescreen interview (30 minutes).
  3. Partake in a detailed interview (60 minutes).
  4. Complete a take-home technical test.
  5. Participate in a panel/culture interview (60 minutes).
  6. Final interview and offer discussion (30 minutes).

We're excited to welcome a Senior Accountant who is ready to harness the power of AI to provide outstanding advisory services. If you're enthusiastic about making a tangible difference in our client's financial health, apply now to join our team.