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 organization levels
Willingness to travel for client and business needs
Proficient in relevant technology
Responsibilities
Serve as a trusted advisor to clients, addressing industry trends and providing solutions
Manage staff deliverables, including financial statements and tax returns, ensuring quality control
Demonstrate technical skills by handling comprehensive client responsibilities
Understand client’s organizational structures, policies, and procedures
Develop new client relationships alongside upper management, participating in presentations and proposals
Manage multiple client engagements and special projects
Oversee engagement budgets and meet charge hour goals
Account for billing and variances for assigned clients
Supervise, train, and mentor team members to foster effective communication
Promote a team-oriented environment while supporting management decisions
Engage in practice development for new business opportunities
Benefits
Hybrid work model
Collaborative team environment
Opportunities for professional development and mentorship
Engagement in practice development activities
Cross-service collaboration within the organization
Full Job Description
Job Description
#LI-SV2 #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
