Regal Executive Search Looking for Tax Senior – Tax Manager – Non Profit at Madison, WI, US Full Time

Tax Senior – Tax Manager

Tax & Business ServicesPosition Mission

The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients

Primary Duties and Responsibilities

Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients

Build accounting client services engagements for gathering financial data, compiling information and preparing reports

Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met

Assume in-charge responsibilities for multiple clients

Act as controller for multiple clients

Prepare tax returns, including , S, , Sales Tax, and Personal Property Tax

Plan and execute financial statement engagements

Prepare and review appropriate workpapers

Attend prospect meetings with Managers or Partners

Begin to develop a Personal Marketing Plan

Complete projects efficiently within established time budgets

Perform miscellaneous duties as assigned

Required Education

Bachelor’s Degree in Accounting

Certifications

Certified Public Accountant (CPA) desired

Skills and Experience

Minimum of two () years of progressive accounting experience leading to and / or including the duties and responsibilities specified

Proficient in Microsoft Office programs, specifically Excel

Proficient in ProSystems Tax, Fixed Assets and Engagement software

Demonstrated proficiency in use of general ledger accounting software

Demonstrated knowledge of GAAP

Knowledge of depreciation methods and lives

Demonstrated ability to relate well to clients

Demonstrated effective teamwork and leadership skills

Possess excellent written and verbal communication skills

Public Contact

Extensive work interacting both by phone and face to face with clients and staff

Working Conditions

Work is performed in a typical interior / office work environment with very limited exposure to physical risk

Physical Demands

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff

Work Hours :

Typical business hours are Monday through Friday, : am- : pm Additional work hours will be expected during tax season (approximately January – April )