Lead Financial Analyst

2 weeks ago


Plainview, New York, United States ANTHONY J. CASSAR CPA PC Full time

Company Overview:
ANTHONY J. CASSAR CPA PC is a dynamic and expanding accounting firm dedicated to providing exceptional financial services to our clients.

Position Summary:
We are seeking a Senior Accountant who will play a crucial role in overseeing the preparation, examination, and analysis of financial statements for our clientele. This position requires a minimum of 5 years of experience in tax accounting.

Key Responsibilities:
1. Supervise and evaluate the work performed by junior staff, including monthly bank reconciliations and quarterly financial closings.
2. Prepare and maintain detailed worksheets and analyses to facilitate accurate tax estimates and strategic planning.
3. Collaborate with project managers to assess staffing requirements and manage openings.
4. Generate time and billing reports to support client invoicing processes.
5. Stay updated on relevant tax and accounting regulations to ensure compliance.

Desired Qualifications:
- Proven experience in public accounting.
- Proficient in QuickBooks Desktop and QuickBooks Online.
- Familiarity with Microsoft Office 365 and related tools.
- Experience in preparing and reviewing payroll, sales, and income tax returns.
- Ability to manage a demanding workload while maintaining attention to detail and meeting deadlines.
- Strong analytical and problem-solving skills with effective communication abilities.

Employment Type: Full Time
Salary Range: $66,000 - $77,000 annually
Bonus/Commission: Not applicable



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