Senior Accountant

Position Overview

The Senior Accountant is responsible for delivering high-quality accounting services and team supervision, contributing to the overall success of LBMC W Squared and its clients. This role requires strong technical skills, a client-focused mindset, and the ability to manage and guide staff.

Reports To

Assistant Controller / Controller

Key Responsibilities

In addition to specific day-to-day tasks and projects, the Senior Accountant is expected to fulfill broader responsibilities as a member of the client service team, including:

• Driving Value: Actively contribute to the success of LBMC W Squared by ensuring all actions provide measurable value.
• Client Partnership: Serve as the primary accounting contact for assigned clients, fostering a collaborative, solution-focused relationship.
• Availability: Maintain presence during approved working hours to support timely client communication and service delivery.
• Professional Growth: Continuously pursue personal and professional development to increase effectiveness and value.

Daily and Monthly Duties

• Supervise and review work of Staff Accountant(s), when applicable.
• Maintain daily task lists and lead weekly team status meetings.
• Oversee and manage the monthly close process.
• Prepare both standard and nonstandard journal entries.
• Provide and maintain monthly close checklists for clients.
• Reconcile and analyze general ledger accounts.
• Prepare and review detailed monthly financial reporting packages.
• Assist with cash flow forecasting and budgeting/pro forma preparation, as needed.
• Prepare property tax returns, business licenses, and annual reports.
• Assemble audit and tax packages, and manage related follow-up with external auditors or tax preparers.
• Conduct accounting research and provide technical guidance as needed.
• Complete additional tasks as assigned by the Controller or CFO.

Expectations

• **Project and Staff Management**: Lead routine activities and provide guidance, support, and feedback to staff team members.
• **Accountability**: Own assigned tasks and projects from initiation through completion. Proactively offer support to the Controller/Assistant Controller.
• **Accuracy and Efficiency**: Consistently produce high-quality, timely work.
• **Process Improvement**: Identify and implement process enhancements that improve client service, streamline workflows, and support professional growth.
• **Communication**: Maintain open, proactive communication with internal teams and leadership. Promptly escalate challenges that impact deadlines or quality.

Education & Experience

• Bachelor’s degree in Accounting (required)
• 3–5 years of accounting experience
• Proficiency with Microsoft Word, Excel, and PowerPoint
• Experience with Intacct (preferred)