Small Business Senior Associate - RKL : Job Details

The Senior Associate contributes input to help solve complex client business issues from strategy to execution. They work with clients and Associates, reviewing work papers, financial statements, and general bookkeeping. They prepare business and individual tax returns. Senior Associates provide exceptional client service as a trusted business advisor.Success FactorsResponsibilities

• Work alongside management at client sites in the operation of their business on a regular basis, responding to tax and accounting queries
• Develop and maintain on-going client relationship
• Process and review necessary work papers, review journal entries, financial statements and prepare tax returns
• Onsite client work as deemed necessary
• Answer client calls and emails in timely manner and with a solution-oriented approach
• Produce quality work paper files for the Manager or Partner to review with minimal corrections
• Understand relationship of financial statement outcome to tax implications to client
• Read prior year financial statements, tax returns and client website and actively seek out information from team members to gain an understanding of client business and industry
• Proactively inform engagement team of work status and request information from client as needed
• Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities
• Develop strong project management and client relationship skills with a good recognition of complex accounting and tax situations
• Ensure client deliverables are met within expectations
• Identify and introduce other firm services based on client needs and discovered opportunities
• Maintain and develop professional network of peers, seek business development opportunities through new or existing contacts
• Participate in industry, continuous professional education and specialized training sessions as needed
• Assist in meeting personal, team and client margins to outlined firm expectations
• Keep up to date with local and national business and economic issues
• Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
• Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

People Management/Relationships

• Take initiative to be a team player (proactively seek opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust within the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions

Required Skills

• Excellent organization skills and strong attention to detail
• Multitasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills with strong client service focus
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

• Bachelor's degree in Accounting with required coursework to sit for CPA exam
• 2+ years' experience in preparation of reviewed and compiled financial statement, business and individual tax returns preferred
• Successful progress towards CPA licensure, if not already obtained
• Understanding of GAAP and tax laws
• Working knowledge of Microsoft Office suite products, some knowledge of QuickBooks and Payroll software a plus
• Self-motivated and willingness to enhance accounting and advisory knowledge
• Excellent attention to detail with the ability to manage multiple projects
• Demonstrated ability to lead a team of entry-level Associates and participate in their professional development

Essential Functions

• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:$75,000 - $85,000