Senior Financial Analyst

4 weeks ago


Bethesda, Maryland, United States Ryan and Wetmore PC Full time
Job Summary:

We are seeking a highly skilled Senior Accountant to join our team at Ryan and Wetmore PC. As a Senior Accountant, you will be responsible for performing audit, review, and compilation procedures, including auditing client-prepared trial balances, financial statements, and workpapers. You will also prepare, review, and proof financial statements, audit reports, and other documents. Additionally, you will have a solid understanding of preparing accrual basis reports and preparing Federal and State individual and business tax returns, including workpapers. You will also be responsible for tax planning and research, as well as understanding tax regulations for tax planning and research. You will have the ability to work from any of our 3 locations, with flexible hybrid options available, though fully remote work is not offered. You will have direct client communication and the ability to develop strong working relationships with clients.

Responsibilities:

Performs audit, review, or compilation procedures, including auditing client-prepared trial balances, financial statements, and workpapers.
Prepares, reviews, and proofs financial statements, audit reports, and other documents.
Solid understanding of preparing accrual basis reports.
Prepares Federal and State individual and business tax returns, including workpapers.
Tax planning and research.
Understanding tax regulations for tax planning and research.
Direct client communication and ability to develop strong working relationships with clients.

Requirements:

3 – 9 years of recent public accounting experience.
Active CPA preferred; CPA candidate (150 credits to sit for the CPA exam) is required.
Degree in Accounting or related field with ability to sit for CPA exam.
Exceptional writing skills.
Strong accounting, analytical, technical, organizational, and multi-tasking skills.
Excellent presentation and communication abilities.
Prior basic supervisory experience preferred.
Ability to handle multiple engagements and effectively delegate work as needed.
Travel locally (DC/MD/VA) as needed.
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat.
Experience with tax research databases such as GoFileRoom, tax software such as Thomson Reuters or comparable programs, and standard tax work papers.

Benefits:

Competitive Salary.
Health, Dental & Life Insurance.
Prescription Drug Plan.
401(k) Plan.
Dependent Care Plan.
Parking Reimbursement.
SmartBenefits Program.
10 Paid Holidays Annually.
16 days of Paid Time Off – PTO (0-5 years of employment).
21 days of Paid Time Off – PTO (over 5 years of employment).
Training In-House.
Training through the AICPA, MACPA, VSCPA, GWSCPA.
Summer Fridays-Off Program.
Paid Professional Accounting Memberships and Licenses.
Discount Pricing on CPA Exam Study Materials.
Paid Time Off to Take the CPA Exam.
Bonus Upon Passing the CPA Exam.

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