5 years of public accounting experience or related field
3 years of supervisory experience
Active CPA or equivalent certification needed
Proven ability to manage client engagement aspects
Strong communication skills at all organizational levels
Willingness to travel as needed
Proficient in relevant technology
Responsibilities
Utilize banking and insurance tax expertise to deliver consulting and compliance services
Manage tax provision and compliance engagements for domestic and global clients
Act as a trusted advisor, identifying client issues and offering solutions
Oversee staff deliverables, ensuring adherence to quality control and deadlines
Engage in new client development and participate in proposal creation
Maintain multiple client relationships and manage special projects
Supervise, train, and mentor staff while fostering a supportive team environment
Benefits
Hybrid work model
Opportunities for professional development
Collaborative team culture
Supportive management and decision-making environment
Exposure to diverse client projects
Full Job Description
Job Description
#LI-JO1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Utilize working knowledge of the banking and insurance industry along with demonstrated banking and insurance tax technical skills to provide value-added consulting and compliance products to our banking and insurance clients
Manage tax provision, compliance, and consulting engagements for both domestic and global banking and insurance entities
Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Understand the client's organization, procedures and internal policies
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
Manage and retain multiple client relationships, engagements and special projects
Develop overall engagement budget
Consistently meet charge hour goals
Responsible for billing and realization on assigned clients; explain variances
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned
Preferred Qualifications
Master's degree in Accounting, Taxation or related field
Qualifications
Minimum Qualifications
Bachelor's degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
