Senior Accountant

Summary: The core mission of a Senior Accountant is to review and deliver the accounting and tax work of assigned clients while maintaining or increasing profitability.

Key Result Area #1- Make our clients thrive

• Execute monthly client reporting and production to consistently meet a minimum 40% of out the door by the 14th, 75% by the 21st, and 95% of financials delivered with insight each month no later than the 25th.
• Execute quarterly client reporting and production to consistently complete and produce mid-year and year-end meeting packets within two weeks of receiving client information.
• 100% of client deliverables on time based on the internal deadline each month.
• Respond to 90% of all internal and external within 4 hours and 100% within 24 hours
• 85% of Proactive Client interactions completed quarterly.

Key Result Area #2 - Drive the full-service Accounting and Tax Process

• Prepare tax projections and assist in presenting mid-year and year-end meetings in a professional manner
• Prepare, handle, and resolve all business, personal, and trust tax returns accurately and profitably and all outside tax returns within 2 weeks of receiving 100% of their information.
• Lead 1 tax training per year

Key Result Area #3 - Make Clients Enthusiastic with Onboarding

• Implement new client products and services within the communicated timeline
• Update client with ongoing communication through the implementation cycle
• Provide all appropriate training to set clients up for success
• Process new clients for approximately two months before passing the accounts to the Staff Accountant.