Interim Senior Accountant POST NUMBER: 423813

Job Title: Interim Senior Accountant

Job Overview:
The Interim Senior Accountant will manage critical accounting functions during a transitional period, with a key focus on Sales and Use Tax compliance. This role requires extensive expertise in tax regulations, financial reporting, and general ledger management. The Interim Senior Accountant will also oversee a team of junior accounting staff, providing mentorship and ensuring efficient execution of accounting processes.

Key Responsibilities:

• Sales and Use Tax Compliance:

  • Tax Calculation and Reporting: Accurately calculate, report, and remit sales and use tax in compliance with federal, state, and local regulations.
  • Invoice Verification: Review and verify sales tax on invoices to ensure correct tax application and adherence to tax laws.
  • Audit Support: Prepare documentation and assist with sales and use tax audits, addressing any issues or discrepancies.
  • Tax Filing: Prepare and file timely sales and use tax returns, ensuring compliance with all relevant deadlines and regulatory requirements.

• Financial Reporting:

  • Prepare and review financial statements, ensuring accuracy and adherence to accounting principles and regulatory standards.
  • Assist in the preparation of monthly, quarterly, and annual financial reports and forecasts.
  • Conduct variance analysis to identify, explain, and address discrepancies in financial performance.

• General Ledger Management:

  • Maintain and reconcile general ledger accounts, ensuring accuracy and timeliness in financial entries.
  • Record and review journal entries, including accruals, adjustments, and allocations.
  • Manage month-end and year-end closing activities, ensuring thorough account reconciliations and adjustments.

• Account Reconciliation:

  • Perform detailed reconciliations of balance sheet accounts, including cash, receivables, and payables.
  • Investigate and resolve discrepancies to maintain accurate financial records.

• Compliance and Controls:

  • Ensure adherence to internal controls, accounting policies, and regulatory requirements.
  • Support external audits by providing necessary documentation and schedules.
  • Identify and implement improvements in accounting processes and controls to enhance efficiency and accuracy.

• Accounts Payable and Receivable:

  • Oversee accounts payable and receivable functions, ensuring accurate and timely processing of transactions.
  • Collaborate with vendors and clients to resolve billing issues and discrepancies.

• Team Leadership and Development:

  • Direct Reports: Supervise and mentor a team of junior accounting staff, providing guidance and support to foster their professional growth.
  • Team Management: Oversee daily activities of the accounting team, ensuring effective execution of accounting functions and adherence to deadlines.
  • Performance Reviews: Conduct performance evaluations and provide feedback to direct reports.

• Special Projects:

  • Participate in special projects and initiatives as needed, including system upgrades, process improvements, and ad hoc reporting.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field. CPA certification preferred.
• Minimum of 5 years of accounting experience with a significant focus on Sales and Use Tax compliance within the financial services industry.
• Proven experience in managing and mentoring accounting staff.
• Proficiency in financial reporting, general ledger management, and tax regulations.
• Expertise in accounting software (e.g., QuickBooks, SAP, Oracle) and advanced proficiency in Microsoft Office Suite, particularly Excel.
• Strong analytical, organizational, and problem-solving skills.
• Attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Effective communication skills with the ability to collaborate across teams and departments.