Senior Staff, Accounting Services

We have built a team of passionate people who are invested in their work and the future of the firm. Our client service model sets us apart from other firms, and we are committed to the growth and development of our biggest asset – OUR PEOPLE!

While we aren’t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?)

You’ll be successful here if you are driven, self-motivated, and have a growth mindset. You take ownership of your work and deliver nothing short of high-quality results. You embrace a learning culture and take pride in your work. The opportunity for advancement is unlimited, and we’ll support you along the way.

As a Senior Staff, you'll be responsible for ensuring successful completion of accounting responsibilities from start to finish.  You have a solid understanding of professional standards and can apply firm principles to ensure standards are met.  You're focused on your professional development and growth and have a willingness to take on and own challenging assignments.  You can complete projects with a high level of quality within established deadlines and time budgets.  

Role and Responsibilities:

• Obtains and reviews all relevant information provided by client
• Establishes client relationships and provides excellent client service
• Prepares financial statements, including Balance Sheet, Income Statement and Statement of Cash Flows to ensure reports and conclusions are accurate and well-documented
• Manages daily activities and procedures performed by staff level associates
• Developes processes, checklists, work plans and approaches to completing client deliverables
• Participates in networking meetings to expand business relationships in the community
• Supports implementation of special projects to improve the department and the firm

Qualifications:

• Bachelor’s Degree in Accounting required
• Minimum 2 years of experience in professional service role
• CPA or progression towards securing CPA required
• Knowledge of GAAP and/or IRS regulations is required
• Working knowledge of relevant computer applications including Microsoft Applications and QuickBooks

Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

“Being smart, technically competent, and remarkably human are requirements.”

Even if you don’t check all the boxes, apply! You’ll be glad you did.

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