Lead Financial Accountant
2 weeks ago
Mission Statement: The Lead Financial Accountant plays a crucial role in ensuring exceptional client satisfaction by delivering comprehensive tax and accounting solutions.
Key Responsibilities:
- Establish and nurture robust relationships with both new and existing clients, including regular follow-ups.
- Design and implement accounting service engagements to collect financial data, compile information, and generate reports.
- Oversee team assignments on accounting projects, providing support as necessary to meet all deadlines.
- Take charge of multiple client accounts.
- Function as a controller for various clients.
- Prepare tax filings, including 1120, 1120S, 1065, Sales Tax, and Personal Property Tax returns.
- Plan and carry out financial statement engagements.
- Prepare and review relevant workpapers.
- Participate in prospect meetings alongside Managers or Partners.
- Initiate the development of a Personal Marketing Strategy.
- Complete assignments efficiently within set timeframes.
Qualifications Required:
- Bachelor's Degree in Accounting.
- Preferred: Certified Public Accountant license - If you haven't obtained it yet, we will cover the costs.
- A minimum of two (2) years of progressive accounting experience encompassing the specified duties and responsibilities.
- Proficient in Microsoft Office Suite, particularly Excel.
- Familiarity with CCH Axcess Tax Software.
- Strong understanding of GAAP principles.
Flexible and remote work options are available.
Wegner CPAs is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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