Senior Accountant

4 weeks ago

Redding, United States J.R. Martin & Associates Full time
Job DescriptionJob DescriptionSalary:

Summary: The core mission of a Senior Accountant is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability.


Key Result Area #1- Make our clients thrive

  • Execute monthly client reporting and production to consistently meet a minimum 40% of out the door by the 14th, 75% by the 21st, and 95% of financials delivered with insight each month no later than the 25th.
  • Execute quarterly client reporting and production to consistently complete and produce mid-year and year-end meeting packets within two weeks of receiving client information.
  • 100% of client deliverables on time based on the internal deadline each month.
  • Respond to 90% of all internal and external within 4 hours and 100% within 24 hours
  • 85% of Proactive Client interactions completed quarterly.


Key Result Area #2 - Drive the full-service Accounting and Tax Process

  • Prepare tax projections and assist in presenting mid-year and year-end meetings in a professional manner
  • Prepare, handle, and resolve all business, personal, and trust tax returns accurately and profitably and all outside tax returns within 2 weeks of receiving 100% of their information.
  • Lead 1 tax training per year


Key Result Area #3 - Make Clients Enthusiastic with Onboarding

  • Implement new client products and services within the communicated timeline
  • Update client with ongoing communication through the implementation cycle
  • Provide all appropriate training to set clients up for success
  • Process new clients for approximately two months before passing the accounts to the Staff Accountant.

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