Business Advisor/Senior Accountant

4 days ago


Tucson, Arizona, United States Joyful Jobs Full time
Job Description

**Job Summary**

Joyful Jobs is recruiting on behalf of a local tax and accounting firm to fill the position of Business Advisor/Senior Accountant. This role specializes in providing CFO advisory services, small business financial management, income tax planning and preparation, financial analysis, and payroll tax reporting.

Key Responsibilities

  • Provide management advisory services to a wide range of business enterprises.
  • Perform high-level accounting, including charts of accounts and financial report development, financial performance analysis, full-charge bookkeeping oversight, and income tax planning and preparation for individuals and entities.
  • Establish and maintain the accounting systems of small business clients, including maintenance of the chart of accounts, financial report formats, and databases.
  • Prepare financial statements, analyze performance, and make recommendations for business issues requiring corrective action.
  • Prepare and present, on a periodic basis, Financial Impact Reports to clients.
  • Oversee bookkeeper duties, including entering sales and cash receipts, purchase invoices and payments, and payroll transactions. Review and approve bookkeeper journal entries.
  • Ensure client bank statement reconciliations are completed on a timely basis.
  • Oversee and approve payroll and prepare all required payroll tax reports.
  • Instruct clients in the use of QuickBooks and assist them in the resolution of software problems.
  • Maintain budget information and prepare forecasts as required.
  • Prepare Excel spreadsheets, Word documents, and PowerPoint presentations.
  • Maintain the Client Work-In-Progress Status Report (Firm 350), logging in all incoming work and checking off work elements as they are completed.
  • Monitor and be accountable for engagement clients assigned to you on the Client Matrix.
  • Maintain excellent client relations, responding promptly to communications and keeping clients informed of issues and the like.
  • Enter client time and billing information into QuickBooks and maintain and be accountable for budget to actual hour performance for clients assigned to you.
  • Prepare personal and entity income tax returns.
  • Perform any other duties as assigned by the CEO.

Requirements

  • CPA or Enrolled Agent.
  • Minimum of a bachelor's degree in business administration, Accounting, Finance, or Business Management.
  • Minimum of five years in public accounting, or corporate accounting/finance.
  • Minimum of three years income tax planning and preparation.

Preferred Skills

  • Proficiency in QuickBooks, ProAdvisor Certification preferred.
  • Proficiency in Microsoft Office, Excel, Word, and PowerPoint.
  • Proficiency in tax software, especially in Ultratax.
  • Ability to set up small business accounting systems.
  • Must be accurate and quick, while paying close attention to details.
  • Must be able to maintain client reporting schedules.
  • Bilingual in English and Spanish a significant plus.

Compensation and Benefits

  • Base salary before bonuses, is $56,000-$93,000 annually, DOE.
  • Health Insurance, Vision and Dental Plans.
  • Supplemental Insurance Plans.
  • 120 hours PTO.
  • 10 paid holidays.
  • Costco Membership.
  • Paid professional membership allowance ($500 limit annually).
  • Potential to earn ownership.
  • Performance bonus opportunities throughout the year.
  • Flexible work schedules.
  • Opportunity to work remotely.

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