5 years of experience in public accounting or related field
3 years supervisory experience
Active CPA or equivalent certification
Ability to manage all aspects of client engagements
Strong communication skills both verbally and in writing
Willingness to travel as necessary
Proficient with relevant technology
Responsibilities
Utilize industry knowledge to provide consulting and compliance solutions to banking and insurance clients.
Manage tax provision, compliance, and consulting engagements for domestic and global entities.
Act as a trusted advisor, addressing client issues and proposing solutions.
Oversee staff on deliverables and ensure quality control and timely delivery.
Understand client organizations and internal policies for better service.
Drive new client development alongside upper management through meetings and presentations.
Maintain multiple client relationships while managing engagements and special projects.
Benefits
Opportunities for professional development and mentorship
Emphasis on teamwork and positive workplace culture
Participation in practice development activities
Access to technology tools and resources to enhance productivity
Flexibility in work arrangements with a hybrid model
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
