Senior Tax & Accounting Specialist
This Tax Senior will work closely with firm leaders as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements. The senior will be expected to be proactive with tax planning suggestions for clients and cultivating our client relationships. All of our clients are entrepreneurs, and they lean on us to be there for them for tax and accounting advice as they grow.
Who We Are
Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory firm for businesses located in Atlanta, Georgia, and all around the United States. We are a very technologically forward-thinking and growth-minded firm, and this extends to both our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this we’re growing and are looking to bring a Senior Tax & Accounting Specialist into our fold!
Key Responsibilities & Role Requirements
To succeed in this role you must be someone who really enjoys doing all of the essential tax & accounting tasks our clients trust us with such as:
File federal and state returns, extensions, and quarterly payments
Recommend tax strategies by researching federal, state, and local taxation issues
Maintain legislative materials by reviewing, interpreting, and implementing new or revised laws
Maintain compliance with regulations by forwarding required information to federal, state, and local authorities
Identify profitability of potential mergers and acquisitions by analyzing tax information; calculating key ratios; identifying areas of tax savings.
Manage the monthly financial close process, including ensuring all costs incurred are properly recorded, reviewing journal entries, account balance reconciliations and report preparation
Analyze the effect of statutory accounting practices and studies regulations and guidance to ensure the correct application of Generally Accepted Accounting Principles
Participate in the ongoing development/establishment of accounting policies and procedures and operational strategies including the review and implementation of process and system changes.
Maintain focus on improving system efficiencies and business practices
Make recommendations for changes as needed and ensure that company policies and procedures are followed and establishes the proper techniques to discover and prevent issues
Prepare summary feedback of financial statements variances to budget
The successful candidate will demonstrate proficiency in the following areas:
Ability to thrive in a fast-paced environment and meet deadlines
Team player who embraces collaboration, change and process improvement
Strong client rapport and project management skills
Detail-oriented team player who understands the importance of paying close attention to detail
Adaptable/flexible team player who enjoys working in an environment that requires frequent shifts in direction
Excellent problem solving/analytical skills
Desire to mentor staff accountants
Advanced Excel skills
BA/BS Degree in Accounting (Master’s in Tax or Accounting preferred)
CPA certification (or progress towards certification)
5+ years of current public accounting experience with partnerships and multi-state returns
Proficiency with computerized tax software (UltraTax) and MS Office
Ability to service multiple client engagements simultaneously
Strong communication (verbal and written) skills with the emphasis on the ability to articulate complex tax and financial information to all levels of clients
Strong knowledge of GAAP
Advanced Quickbooks Pro-Adviser Certification is a plus
Netsuite experience is a plus
The Fusion CPA Way:
We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is creating a financial foundation & culture of accountability wherein CPAs & clients thrive together! It is our intention to be the CPA firm of the future.
Individuals who exhibit the following characteristics tend to be a great cultural fit for Fusion CPA.
Transparent -- We are honest about our strengths, weaknesses & intentions with each other and our clients.
Aligned -- We align the needs and wants of both the Fusion CPA team and clients.
Passionate -- We take immense pride in our work and constantly strive to meet and exceed our client’s expectations.
Accountable -- We hold ourselves independently accountable to the work we are entrusted with so we thrive with team members
We take care of our employees. We value our employees, and we will pave the path for your career progression. We consistently provide continuous learning and training via mentorship from both our internal and external experts.
To be considered for this role you must submit your resume to firstname.lastname@example.org and the email subject must be [your first and last name - Resume for Fusion CPA]