Senior Accountant

3 weeks ago


Madison, United States Wegner CPAs Full time
Position Mission: The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients.

How will you achieve this mission?
  • Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.
  • Build accounting client services engagements for gathering financial data, compiling information and preparing reports.
  • Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met.
  • Assume in-charge responsibilities for multiple clients.
  • Act as controller for multiple clients.
  • Prepare tax returns, including 1120, 1120S, 1065, Sales Tax, and Personal Property Tax.
  • Plan and execute financial statement engagements.
  • Prepare and review appropriate workpapers.
  • Attend prospect meetings with Managers or Partners.
  • Begin to develop a Personal Marketing Plan.
  • Complete projects efficiently within established time budgets.
What do you need to achieve this mission?
  • Associates or Bachelors Degree in Accounting
  • Certified Public Accountant license preferred - Don't have it yet? No worries We'll pay for it
  • Minimum of two (2) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.
  • Proficient in Microsoft Office programs, specifically Excel.
  • Familiarity with CCH Axcess Tax Software
  • Demonstrated knowledge of GAAP.

Flexible and remote work options available
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