Job Description
Job Description
Our client is an employee-owned organization offering a collaborative culture. This opportunity allows you to use your tax experience in a broader role! If you are a tax professional with interest in growing your skillset into accounting, advisory services, FP&A, analysis, process improvement, and reporting this is the opportunity for you!
What You’ll Do :
As a Senior Analyst, you’ll utilize your tax background to support our outsourced accounting and advisory services for a variety of privately held clients. You’ll work closely with managers as the outsourced controller to deliver accurate financial reporting and contribute to meaningful analysis that helps businesses grow and make better decisions.
Key Responsibilities :
- Assist in preparing monthly and quarterly financial statements and reports
- Tax review and analysis - nonprofit and closely-held business returns.
- Support cash flow forecasting, budgeting, and variance analysis
- Help develop and track KPIs and other performance metrics
- Contribute to process improvement initiatives and automation within client accounting
- Work with accounting software (e.g., QuickBooks Online, and Bill.com) to ensure data accuracy and timeliness
- Collaborate with team members on client deliverables and projects
- Provide clear communication to clients
What You Bring :
Bachelor’s degree in Accounting, Finance, or a related field2–4 years of tax experience.CPA or on track for CPAStrong Excel and data analysis skills; experience with cloud-based accounting tools preferredCuriosity, initiative, and the ability to learn quicklyA collaborative mindset and strong communication skills