Senior Accountant

Essential Duties and Responsibilities:

Prepare and file tax returns for individuals and families

Manage financial investments and portfolios

Develop and implement financial plans

Advise clients on tax planning and risk management strategies

Prepare financial statements and reports

Reconcile bank accounts and investment statements

Manage accounts payable and receivable

Track expenses and budgets

Assist with audits and other financial reviews

Build and maintain relationships with clients

Qualifications:

Bachelor's degree in accounting, finance, or a related field

5+ years of experience in personal accounting or a related field

Strong understanding of accounting principles and tax laws

Excellent analytical and problem-solving skills

Ability to work independently and as part of a team

Excellent communication and interpersonal skills