Senior Accountant

 

Senior Accountant

Location: Greater Milwaukee Area

• Training onsite then hybrid (Tuesdays & Thursdays onsite)

Our client is seeking an experienced Senior Accountant to support a diverse portfolio of business clients and internal accounting operations. This role offers a blend of tax preparation, general accounting, financial reporting, payroll, and accounts payable responsibilities. The ideal candidate is detail-oriented, organized, comfortable managing multiple priorities, and able to work independently while providing guidance and support to other team members.

Key Responsibilities

• Prepare and review individual and business tax returns, including organizing client documentation, entering financial information, and following up with clients to obtain outstanding records.
• Research tax-related questions and resolve issues that arise during the preparation process.
• Manage accounts payable activities, including invoice entry, payment processing, transaction review, and preparation and filing of applicable 1099 forms.
• Perform detailed bank, credit card, and general ledger reconciliations, ensuring accuracy and timely completion.
• Review reconciliations and accounting entries completed by support staff.
• Prepare and analyze financial statements, reports, and other accounting schedules for clients.
• Review financial reporting prepared by accounting support personnel for accuracy and completeness.
• Coordinate client communications, including requests for information, routine correspondence, invoices, and follow-up items.
• Provide day-to-day guidance, training, and assistance to accounting and administrative team members.
• Monitor recurring bookkeeping and accounting assignments to ensure client work is completed according to established weekly, monthly, quarterly, and annual deadlines.
• Help distribute and coordinate workloads among accounting support staff while maintaining quality and efficiency.

Qualifications & Skills

• Strong organizational and time-management abilities, with the capacity to manage multiple clients and deadlines.
• High level of accuracy and attention to detail.
• Excellent written and verbal communication skills, particularly when working directly with clients.
• Ability to work independently, exercise sound judgment, and take ownership of assigned responsibilities.
• Comfortable researching issues, solving problems, and asking questions when needed.
• Proficiency with Microsoft Office applications.
• CPA/EA or CPA candidate
• Ability to provide direction and support to other team members.

Education & Experience

• High school diploma or GED required.
• Associate’s or bachelor’s degree in accounting required.
• At least 2–3 years of experience in a comparable accounting position.
• Experience with tax preparation, bookkeeping, reconciliations, accounts payable, and financial reporting is beneficial.

Benefits

• Medical insurance
• Dental insurance
• Life insurance
• Short-term disability (STD)
• Long-term disability (LTD)
• 401(k) with employer match

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Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

📧 [email protected]
📞 (605) 273-2484