Senior Accountant
Employer: Zhou Agency
Location: Chicago
Job Duties:
Tax Preparation
Prepare federal, state and local income tax returns for individuals and small businesses; walk through tax outcomes with clients
Conduct thorough tax research to interpret and apply complex tax laws, rulings, and regulations to client situations
Review tax notices and help client with IRS, local department of revenue correspondences
Assist clients with IRS or state tax auditing
Tax Planning & Tax Consulting
Review returns and develop tax strategies to help clients achieve their long-term financial goals
Take ownership of key client accounts and develop a deeper understanding of our clients’ overall investment needs and provide advisory services to address their needs
Client Development
Serve as the primary point of contact for key clients, understanding their needs, and providing tailored accounting solutions
Develop new clients through consultation and maintain strong client relationships, ensuring satisfaction and fostering long-term partnerships
Leadership Responsibilities
Mentor junior staff, providing guidance, training, and support in accounting and tax procedures, professional standards, and client service excellence
Foster a collaborative and inclusive work environment that promotes teamwork, knowledge sharing, and continuous learning
Process all types of small business accounting services including payroll, sales tax reporting, book keeping, financial statement compilation & review, and new business set up
Ensure high level of accuracy in all areas of services provided and maintain high client retention ratio
Job Requirements:
B.S. in Accounting required and M.S. in Business preferred
CPA or EA required
Proven experience 3+ years in a public accounting firm with both individual and business tax experience
Keen interest in developing leadership skills and have a strong desire to motivate, coach and develop team members
Experience with client facing role; enjoy building relationships with clients
Solid organizational skills with a demonstrated ability to multi-task
Excellent tax research and communication skills (written and verbal)
Strong technical proficiency in accounting software and MS Office
Professional demeanor with high level of integrity
Benefits:
Competitive salary and performance-based bonuses
401K matching, paid PTOs, profit sharing
Comprehensive health, dental, and vision insurance
Flexible work arrangements
Apply To:
Email CV to jwang@zhouagency.com
