Senior Fund Accountant preparing fund financial statements and ensuring regulatory compliance for global clients. Liaising with clients and implementing financial procedures in a fast - growing firm.
About the role
- Senior Accountant at Petrik & Murtha, LLC providing strategic tax and accounting solutions. Join a dynamic team dedicated to exceptional client relationships and operational efficiency.
Responsibilities
- Prepare and review complex individual and corporate tax returns
- Year end accounting for business clients
- Conduct tax research and analysis to ensure compliance with federal, state, and local regulations
- Identify tax-saving opportunities for clients through strategic planning
- Assist clients with tax audits and inquiries, providing expert guidance and support
- Collaborate with team members to enhance service delivery and operational efficiency
- Stay updated on tax law changes and communicate impacts to clients
- Mentor junior staff and provide training on tax preparation and compliance
- Build and maintain strong relationships with clients to ensure high levels of satisfaction.
Requirements
- Bachelor's degree in Accounting or related field; CPA preferred
- 5+ years of experience in public accounting
- Strong knowledge of tax regulations and compliance issues
- Excellent analytical and problem-solving skills
- Proficient in tax preparation software (Ultra Tax experience a plus) and Microsoft Office Suite
- Proficient in QuickBooks Desktop and QuickBooks online
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Detail-oriented with a commitment to accuracy and quality.
Benefits
- Flexible work from home options
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