5 years of experience in public accounting or related field
3 years of supervisory experience
Active CPA or equivalent certification
Ability to manage all aspects of client engagements
Strong verbal and written communication skills across all organizational levels
Willingness to travel for client and business needs
Proficient with relevant technology
Responsibilities
Serve as a trusted advisor to clients, offering insights into industry trends and proactive solutions
Manage staff on engagement deliverables, ensuring quality and timely execution
Conduct technical and strategic reviews to meet quality control standards
Understand clients' organizational procedures and policies
Develop new client relationships alongside upper management through meetings and presentations
Oversee multiple client engagements and special projects
Create and manage overall engagement budgets
Meet charge hour goals consistently
Handle billing and ensure realization on assigned clients, providing variance explanations
Supervise, train, and mentor staff to foster a supportive team environment
Engage in practice development activities to generate new business opportunities
Take on additional responsibilities as needed
Benefits
Hybrid work model option available
Opportunities for professional development and training
Supportive team environment that promotes a positive workplace culture
Engagement in practice development for business growth
Potential for career advancement within the organization
Full Job Description
Job Description
#LI-CL1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
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
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
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
