Lead Financial Accountant
2 weeks ago
Matrix Executive Search, LLC is seeking a Lead Financial Accountant to enhance our team. We are a reputable CPA firm specializing in public accounting, tax advisory, and financial consulting services. Our commitment lies in delivering tailored, professional services to meet a diverse range of client financial needs.
Key Responsibilities:
- Conduct thorough reviews and preparations of income tax returns, along with strategic tax planning for individuals, partnerships, corporations, and estates & trusts.
- Oversee all client interactions, including write-up services, tax projections, and business consulting.
- Compile and summarize financial information to prepare accurate financial statements.
- Engage in follow-up research to address challenges encountered during standard compliance and compilation tasks.
- Ensure adherence to various accounting standards, including U.S. GAAP and TAX BASIS accounting.
- Analyze financial data and generate comprehensive reports for management, stakeholders, and external entities such as lenders or vendors.
Qualifications:
- A minimum of five to ten years of relevant experience in public accounting.
- A Bachelor's degree in Accounting, Finance, or a related discipline is preferred.
- Proficiency in Microsoft Office Suite, particularly advanced skills in Excel.
- Familiarity with Thomson Reuters CS Professional Suite Accounting Software, specifically Ultra Tax.
- Exceptional leadership, communication, and motivational abilities.
- Ability to multitask and work independently, demonstrating self-motivation, flexibility, and creativity.
- Meticulous attention to detail and the capability to analyze extensive data sets are essential.
We are a peer-reviewed CPA firm dedicated to providing a comprehensive range of public accounting, tax planning, and business advisory services.
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