Tax & Accounting Senior
Do you love being a Tax & Accounting Senior?
Are you looking for a great place to do what you love?
Do you thrive in a flexible work from home environment?
Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory accounting firm for small - mid-sized businesses located 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 Tax & Accounting Senior into our fold! 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.
Desired Skills and Experience:
To succeed in this role you must be someone who really enjoys doing all of the important accounting tasks our clients trust us with such as:
Files federal and state returns, extensions, and quarterly payments
Prepares tax provision schedules by reviewing, preparing, and consolidating provision schedules
Recommends tax strategies by researching federal, state, and local taxation issues
Maintains legislative materials by reviewing, interpreting, and implementing new or revised laws
Maintains compliance with regulations by forwarding required information to federal, state, and local authorities
Identifies 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
Participate in the ongoing development/establishment of accounting policies and procedures and operational strategies including the review and implementation of process and system changes.
Continued focus on improving system efficiencies and business practices
Interacts at all levels and with budget owners or other stakeholders to produce timely, efficient and accurate month-end close and all internal management and financial reporting through an annual report
Responsible for hierarchy and scalability in the chart of accounts and accuracy in the general ledger and financial statements
Analyze the effect of statutory accounting practices and studies regulations and guidance to ensure the correct application of Generally Accepted Accounting Principles
Make recommendations for changes as needed and ensure that company policies and procedures are followed and establishes the proper techniques to discover and prevent fraud
Prepare detailed journal entries and account analyses
Assist with compilation of information for preparation of tax returns
Prepare summary feedback of financial statements variances to budget
Actively review and advise on financial/accounting processes
Technology should excite you - if it doesn’t then we may not be the right place for you.
To do the above for this role, we would love for you to have some specific software and accounting/tax experience
Advanced Quickbooks Pro-Adviser Certification
UltraTax experience preferred
5+ years of public financial and/or accounting experience
Bachelor’s degree in Accounting (Master’s in Tax or Accounting preferred)
A CPA certification 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.
Independent & proactive worker
Pays close attention to detail
Communicative - has the ability to easily connect with clients and our internal staff
Maximizes potential - continuously pushing themselves to be better
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 email@example.com and the email subject must be [your first and last name - Resume For Fusion CPA].