Senior Accountant

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide.

We sell and service a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN PLEASANT GROVE

SUMMARY

Are you a detail-oriented, analytical, and organized professional who is looking to take their career to the next level? You could be the ideal candidate for our senior accountant role.

Improve your skills in a dynamic company that values your contributions while working alongside a team of accounting professionals with two CPA’s on staff.

QUALIFICATIONS REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

DUTIES AND RESPONSIBILITIES


* Prepare and file quarterly and annual sales tax returns for CA, OR, NV and TX.


* Oversee all state and local compliance returns; review and assign to junior staff.


* Research and resolve sales tax issues and inquiries from customers, vendors, and auditors.


* Review work of junior staff on intercompany, prepaids, receivable, and inventory reconciliations, and others as assigned.


* Reconcile, research, analyze and propose journal entries during month end.


* Collaborate with operations managers and executives to create yearly budget reports.


* Prepare third party reports; lender compliance, forecasting and other as assigned.


* Assist in month-end and year-end closing processes.


* Manage a high volume of calls and emails while prioritizing responsibilities.


* Assist in sorting, filing, and other admin tasks as needed by the department.


* Other duties as assigned.

SUPERVISORY RESPONSIBILITIES

The Senior Accountant will be responsible for providing feedback and assistance to the Accounting Manager for training employees, planning assignments, directing work, addressing complaints, performance feedback and resolving problems.

EDUCATION AND/OR EXPERIENCE


* Bachelor’s degree in accounting or closely related field.


* Six years of retail and/or dealership accounting experience preferred.


* CPA certification or other relevant certification preferred.

SKILLS & ABILITIES


* Proficiency in excel with ability to utilize excel formulas: VLOOKUP, XLOOKUP, SUMIFS, IF, etc.


* Ability to manage a month end close and sales tax returns.


* Ability to work closely with junior staff to make sure work is completed accurately and timely.


* Effective communication and a motivation to learn is key to this position.


* Strong communications skills both orally and written.


* Analytical, research and organizational skills.


* Ability to work independently with little su...