Staff Accountant

About the Firm

Bardaglio, Hart & Shuman LLC serves businesses, individuals, trusts and estates across north central Connecticut and western Massachusetts. We take pride in building lasting client relationships and providing thoughtful, reliable accounting and tax services.

We’re seeking an Accountant to join our team. This role offers a variety of tax and financial reporting work, direct client interaction and opportunities to develop professionally. Responsibilities and the level of independence will reflect your experience.

About the Role

You’ll work with colleagues to prepare tax returns and financial statements, help clients understand their financial information and keep engagements moving toward completion. We’re looking for someone who is detail-oriented, organized and comfortable asking questions and working directly with clients.

Key Responsibilities

• Prepare individual, business and fiduciary income tax returns, including returns for trusts and estates.
• Support estate tax return preparation, as applicable.
• Prepare financial statements and supporting workpapers for compilation and review engagements under the direction of engagement leaders.
• Review client accounting records, reconcile accounts and prepare adjusting journal entries.
• Research accounting and tax questions and discuss findings with the engagement team.
• Communicate with clients to gather information, resolve questions and provide updates.
• Manage assigned work across multiple clients and deadlines.
• Maintain accurate, organized documentation and protect confidential client information.
• Apply relevant accounting principles, tax requirements and professional standards.
• Identify opportunities to improve processes and client service.

Qualifications

• Bachelor’s degree in accounting or a related field preferred.
• At least one year of public accounting experience preferred; candidates with more substantial experience may be considered at the Senior Accountant level.
• Familiarity with generally accepted accounting principles (GAAP) and tax return preparation.
• CPA designation or progress toward CPA licensure preferred.
• Strong attention to detail and analytical skills.
• Clear written and verbal communication skills.
• A responsive, professional approach to client service.
• Ability to prioritize assignments, meet deadlines and work collaboratively.
• Comfort learning and using accounting, tax preparation and related software.

Pay: $23.00 - $27.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Windsor Locks, CT 06096 (Required)

Work Location: In person