Senior Tax Accountant

About the role

Unify stands apart from traditional CPA firms with a focus on strategic advice and a subscription model that operates year-round. Our Accounting Managers, not traditional Tax Accountants, handle a section of 40 to 50 clients, providing comprehensive oversight and support.

Responsibilities

• Hire, train, supervise, and monitor the production of Staff Accountants in their section
• Answer all technical processing/accounting questions of Staff Accountants
• Review monthly financial statements produced by Staff Accountants
• Attend and administer Initial Strategy Sessions on new clients, and then set up and process new clients until passing accounts to Staff Accountants
• Build and maintain strategic business partner relationships with clients
• Maintain profitability for clients based on time and transactions and discuss fee adjustments when necessary
• Conduct annual tax planning, prepare tax returns, review final returns, answer tax-related questions, and respond to taxing authorities

Requirements

• At least a Bachelor’s Degree in Accounting and at least five years experience in Public Accounting (excluding experience in audit, government or the private sector)
• CPA or EA, or willing and eligible to become one
• A servant leader, able to mentor and inspire others
• Loves building relationships and communicating with clients, treating them as the most important thing in our business
• The kind of team player who is enjoyable, humble, confident, and accountable; who shows up, finds solutions, and looks for opportunities to grow and improve

Qualifications

• Lacks at least five years experience in a CPA firm focused on tax (as opposed to audit, private accounting, or government)
• Lacks the competence and confidence needed to walk in humility and therefore feel the need to trumpet their success or seek excessive validation
• Exhibits victim behavior, speaking as if they have no voice, or complaining as if they can’t affect outcomes

Skills

• Early adapters with emerging technologies like AI, valuing the increased productivity and efficiency they bring

Benefits

• Excellent perks and benefits including weekly massages

Pay

Expected annualized salary for this position is $90,000 - $125,000

Schedule

Open until May 31st, 2023