What are the responsibilities and job description for the Accounting Services Senior position at ORBA?
Job Details
Job Location: ORBA - Chicago, IL
Salary Range: Undisclosed
Description
ACCOUNTING SERVICES SENIOR
The Accounting Services Senior is responsible for processing assigned client engagements within the department in a cost-effective and professional manner including, but not limited to, computer-compiled financial statements, payroll tax/sales tax reporting issues and business/individual tax returns. There is extensive one-on-one communication with clients. This position will train and supervise staff to serve our clients efficiently and effectively.
Essential Job Functions:
- Process financial statements and all related payroll, sales, or business and individual tax returns personally assigned within the accounting services department
- Perform quality control review of workpapers and computer-generated compilations processed within the department
- Assist in review of all payroll and sales tax reports, including annual W-2’s and 1099’s
- Perform research on technical matters as directed by directors
- Assist directors with tax planning or special client projects
- Efficiently maintain daily record of time spent on engagements
- Train associates in special accounting or tax assignments
- Assist on annual performance appraisals for associates
- Assist in first day orientation for new staff members
- Monitor reference materials available to the department and update as needed
Qualifications
Experience and Skills:
- Bachelor’s degree in accounting or equivalent
- 5 years public accounting experience is preferred
- Strong communication skills, both oral and written
- Advanced proficiency with Microsoft Office, in particular Excel and Word
- Ability to work in a team environment
- Efficient knowledge of QuickBooks Online and Desktop
- Ability to interface with a variety of management level
