Advisory Senior

Advisory Senior Overview

• The Advisory Senior role involves providing high-level accounting and consulting services to clients in a remote working environment.
• Collaborate with cross-functional teams to deliver integrated solutions for compliance engagements and strategic initiatives.
• Support client management teams with accurate financial statement preparation and reporting packages.
• Advise on transaction-related accounting, ensuring alignment with client objectives and regulatory standards.
• Provide consulting services on entity structuring, transaction planning, and workflow optimization.
• Develop and maintain strong client relationships, serving as a trusted advisor and enhancing satisfaction.
• Stay current on relevant accounting, auditing, and tax standards, ensuring compliance and best practices.
• Mentor and coach staff, fostering professional development and technical expertise.

Advisory Senior Key Responsibilities & Duties

• Direct and supervise monthly and quarterly close processes, including reconciliations and journal entries.
• Oversee transaction-related accounting tasks such as purchase price allocations and gain/loss calculations.
• Collaborate with audit and tax teams to provide integrated compliance solutions.
• Facilitate tax and audit requests, acting as an intermediary between clients and internal teams.
• Review testing and workpapers for advisory areas including cash, fixed assets, and debt compliance.
• Identify complex issues, develop solutions, and communicate findings to stakeholders effectively.
• Manage special projects, including process improvement and technology integration efforts.
• Lead team training initiatives to ensure adherence to industry standards and practices.

Advisory Senior Job Requirements

• Bachelor of Arts (BA) degree in Accounting, Finance, or related field required.
• Minimum of 3 years of experience, with 5 years preferred, in accounting or advisory roles.
• Proficiency in transaction-related accounting, financial statement preparation, and compliance engagements.
• Strong knowledge of accounting, auditing, and tax standards relevant to the industry.
• Excellent communication skills to interact effectively with clients and cross-functional teams.
• Ability to mentor and coach staff, fostering professional growth and technical expertise.
• Experience managing special projects, including process improvement and technology integration.
• Remote work capability with a focus on delivering high-quality client services.