Hybrid Senior Associate, RFH Outsourcing

Posted 2 weeks ago

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About the role

  • Senior Associate managing client accounting services for a fast-growing CPA firm. Supporting clients with financial statements and complex tax services while fostering professional growth.

Responsibilities

  • Prepare/write up full monthly work for more complex clients
  • Communicate with team members for missing items for monthly work
  • Calculate, review, and analyze financial ratios
  • Complete more complex business and personal tax returns
  • Begin client relationship and discuss open items
  • Work closely on income tax projections, cash flow projections, and buy/sell transactions
  • Start to work independently with minimal review on work performed
  • Understand priorities and communicate those priorities effectively
  • Ability to meet budget and realization goals for both for clients and team

Requirements

  • Experience with financial statements and tax returns is required
  • Prior experience in public accounting is strongly preferred
  • Bachelors degree is strongly preferred
  • Strong attention to detail
  • Ability to work well in a team environment
  • Ability to be flexible
  • Ability to think critically
  • Ability to handle more than one project / task at a time
  • Ability to learn different software and understand how they work and improve the firm
  • Proficient communication skills to talk to clients and team members

Benefits

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options

Job title

Senior Associate, RFH Outsourcing

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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