Senior Accountant

3 days ago

Richmond, Virginia, United States WellsColeman Full time
About WellsColeman

WellsColeman is a reputable business advisory, tax, and accounting firm based in Richmond, Virginia, with a rich history of serving clients for over 75 years. Our firm is committed to fostering a deep connection with our team, clients, and community, investing in their success while striving to balance exceptional client service, family focus, and financial success.

Our Core Values
  • Culture: We make a difference in the lives of clients, team members, and the community while having fun.
  • Accountability: We deliver excellent results to our team and clients.
  • Relationships: We build strong relationships with our team and clients through active listening, clear communication, and exceptional service.
  • Excellence: We consistently exceed client expectations with high-quality work delivered on time.
Job Summary

We are seeking a Senior Staff Accountant with 3-5 years of public accounting experience to work on-site in our Richmond office. The ideal candidate will have a strong background in tax preparation and assurance, excellent client service skills, and the ability to independently manage multiple projects.

Key Responsibilities
  • Tax Preparation, Review, and Planning:
    • Prepare and review individual, corporate, and partnership tax returns.
    • Ensure compliance with federal, state, and local tax regulations.
    • Conduct detailed reviews of tax returns prepared by staff accountants.
    • Provide tax planning strategies to clients to minimize tax liabilities and advise on tax implications of business decisions.
  • Assurance Services:
    • Plan and perform audits, reviews, and compilation engagements.
    • Assess and evaluate internal controls to ensure compliance with regulatory standards.
    • Identify and communicate audit findings and recommendations for improvements.
    • Collaborate with clients to gather necessary financial data and documents.
    • Prepare detailed audit reports and present findings to senior management and stakeholders.
  • Client Management:
    • Develop and maintain strong client relationships.
    • Serve as a primary point of contact for client inquiries and concerns.
    • Communicate proactively, clearly, and effectively with clients to understand their needs and provide appropriate solutions.
    • Understand engagement/project profitability and effectively communicate status/issues.
  • Team Leadership and Development:
    • Mentor, train, evaluate, and provide feedback to staff accountants and interns.
    • Delegate tasks effectively and ensure the completion of high-quality work.
    • Provide regular feedback and conduct performance evaluations.
  • Operational and Technical Excellence:
    • Identify, research, and resolve technical issues in audit and tax engagements.
    • Manage multiple projects and deadlines independently and efficiently.
    • Act as a champion in either technology area and/or specialized technical knowledge area.
    • Identify and resolve issues that may impact engagement quality or efficiency.
    • Share best practices and time-saving techniques with team members.
    Qualifications
    • At least 3-5 years of current experience in public accounting required, focusing on tax preparation and planning.
    • Licensed Certified Public Accountant (CPA) preferred.
    • Proficiency in Ultra Tax, QuickBooks (desktop and online), Excel, AdvanceFlow, and GoFileRoom.
    Benefits
    • Comprehensive benefits package, including health insurance (medical, dental, and vision), long-term disability, and retirement plan benefits.
    • Generous paid time off plan and paid holidays.
    • Dress for your day policy and flexible work arrangements.
    • Fun firm activities and family events.
    • Coaching/mentorship as well as continuing education courses.
    Why WellsColeman?

At WellsColeman, we C-A-R-E. Our culture is rooted in open, honest, and effective communication, and we strive to exceed the expectations of our team members and clients. We provide a dynamic work environment where your professional growth is a priority, and your contributions are valued. If you are a detail-oriented and highly organized professional with a passion for tax accounting, we invite you to join our team.

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