Description
SIMA Financial Group, Inc. is a trusted, full-service firm headquartered in Richmond, Virginia, serving business owners, executives, entrepreneurs, and investors since 1985. Our integrated team delivers expertise across accounting & tax, payroll & workforce management, employee benefits, corporate retirement, wealth management, and technology, always with a client-centered, values-driven approach. We’re proud of our morally rich culture and commitment to principled, personalized care that helps clients thrive.
Overview & Responsibilities
The Senior Accountant is an experienced Certified Public Accountant (CPA) that will demonstrate expertise in a variety of personal and corporate accounting practices, including payroll and tax. This position will work with a team of accountants and report directly to the President of the Accounting Department. The Senior Accountant must be highly accurate and efficient, utilizing vast knowledge of the current tax code, upholding an exceptional standard of client service, and above all else, provide consistent, accurate accounting services to clients daily. In addition, this position is responsible for the preparation of tax returns during tax season.
- Conduct tax interviews with clients
- Request, collect, and compile all necessary documents
- Review corporate and personal income tax returns
- Advise business owners and individuals regarding the tax code
- Process state and federal payroll taxes
- Maintain and garner new client relationships
- Monitor and mentor/train junior staff, clerks, and bookkeepers
- Detect and address potential compliance issues proactively
- Maintain compliance with all state and federal regulations at all times
- Uphold the excellent reputation of our firm
- Maintain constant communication with IRS, State Agencies, and our clients
- Provide tax consults and onboarding for new clients
- Maintain highly organized and updated client files
- Work collaboratively with other team members to achieve shared goals
Salary & Benefits
We offer an attractive salary with future opportunities for growth and advancement. In addition, we offer an exceptional benefit package, including an employer 401(k) contributions, Paid Time Off, long-term disability insurance, life insurance, and elective medical, dental and vision benefits.
EOE. SIMA Financial Group, Inc. reserves the right to alter, change, modify and/or terminate this job posting at any time without notice, or obligation, to any party.
Requirements
Education & Experience
- Bachelor’s degree required; concentration in accounting required
- At least three years of CPA experience in a corporate setting required
- Certified Public Accountant (CPA) license in good standing required
- Corporate and personal tax experience preferred
Skills & Core Values
- Exceptional computer skills including databases
- Familiarity with QuickBooks and financial statements
- Demonstrated ability in all areas of the senior accountant skills criteria
- Ability to prepare deliverable work product in its final form with minimal supervision
- Propensity for strategic thinking, problem solving and decision making
- Ability to exercise professional judgment consistent with company culture, departmental operations, and firm expectations
- Consistent and thorough analytical skills with an aptitude for numbers
- Demonstrated ability to drive execution and results
- Demonstrated ability to develop and manage client relationships
- Excellent written and verbal communication skills
- High level of professionalism and ability to collaborate as a team
- Strong organizational and time management skills
- Detail-oriented with a high degree of accuracy
- Ability to be proactive and not reactive in all aspects of daily job functions
- Self-motivated and able to work well within a fast-paced environment with firm deadlines
- Proficiency in Microsoft Office Suite or related software
Physical Requirements
- Prolonged periods of remaining in a stationary position at a desk and working on a computer
- Work is performed in an office environment and constantly operates a computer, keyboard, and mouse in addition to other office equipment such as copy machine, computer printer, calculator, etc.
- Occasionally move about inside the office to access file cabinets, office equipment, etc.
- Occasionally moves office equipment weighing up to 25 pounds for various office needs
