Advisory Senior

JOB SUMMARY

As an Advisory Senior, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

JOB DESCRIPTION

Tax Preparation:

• Lead and manage the preparing of federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
• Organize and review client-provided financial information, ensuring accuracy and completeness
• Use tax software and tools to input data, calculate tax liabilities, deductions, and credits

Client Accounting Support:

• Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
• Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
• Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
• Coordinate and lead month-end and year-end close processes for client accounts
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
• Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
• Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management

Research and Analysis:

• Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying compliance issues and opportunities to minimize tax liabilities and optimize financial outcome
• Interpret and apply relevant tax laws, regulations, and guidelines
• Prepare tax projections and estimates to guide clients in making informed financial decisions

Client Communication:

• Communicate with clients to gather necessary information and address inquiries related to accounting and tax matters
• Explain accounting and tax concepts and implications to clients in a clear and understandable manner
• Collaborate with internal team to provide timely updates and recommendations to clients on their accounting and tax situations

Compliance and Documentation:

• Ensure adherence to regulations and deadlines, filing tax returns accurately and timely
• Maintain compliance with accounting principles, regulations, and client-specific requirements
• Maintain organized and comprehensive files and documentation for each client engagement
• Track changes in laws and regulations and their potential impact on clients

Team Collaboration:

• Collaborate with other professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Support members in complex projects, including audits and specialized services
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation:

• Identify opportunities to enhance workflows, processes, and methodologies, contributing to the continuous improvement of the firm's accounting and tax services

Supervisory responsibilities

• May supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Travel required

• Local travel may be limited and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field
• 3 – 6 years of relevant experience

• Software: Microsoft Suite, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research, Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite

Preferred education and experience

• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our Newburgh location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications.  A reasonable estimate of the current range for this position is $95,788 to $124,524.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.