Senior Financial Analyst

4 weeks ago


Clintonville, Wisconsin, United States KerberRose S.C. Full time

**About KerberRose S.C.**

KerberRose S.C. is a dynamic and forward-thinking accounting firm that offers a unique blend of tax expertise and business acumen. Our team of experienced professionals is dedicated to providing exceptional service to our clients, and we are committed to creating a supportive and inclusive work environment.

**Job Summary**

We are seeking a highly skilled and motivated Senior Accountant to join our team. As a Senior Accountant, you will play a key role in providing tax planning and preparation services to our clients, as well as assisting with financial statement preparation and review.

**Responsibilities**

  • Build and maintain strong relationships with clients, demonstrating a deep understanding of their businesses and financial needs.
  • Prepare and review federal and state income tax returns for individuals, businesses, and exempt organizations.
  • Assist with tax planning and research, including the preparation of written correspondence and guidance for submission to the IRS or other taxing authorities.
  • Manage multiple clients and projects, prioritizing tasks and meeting deadlines.
  • Prepare and review financial statements, including balance sheets and income statements.

**Requirements**

  • Bachelor's degree in Accounting or related field.
  • CPA certification preferred or eligible.
  • 3-5 years of recent public accounting experience.

**Culture and Core Values**

KerberRose S.C. is committed to creating a positive and supportive work environment that encourages professional and personal growth. Our core values include:

  • Honesty
  • Integrity
  • Respect
  • Balance
  • Community

**Benefits**

  • Mentorship and talent development opportunities.
  • Continuing professional education.
  • Paid time off and holidays.
  • Employer matching 401(k) and profit-sharing plan.
  • Financial incentives for CPA and Enrolled Agent designations.
  • Health, dental, vision, and life insurance.
  • Flex spending account/Section 125 plan.
  • Health care reimbursement account.
  • Short-term and long-term disability.
  • Wellness reimbursement and programs.
  • Student loan repayment program.
  • Business development incentives.

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