Minimum 5 years of experience in public accounting
3 years of supervisory experience
Active CPA or equivalent certification is mandatory
Ability to manage all aspects of client engagements
Strong verbal and written communication skills across organizational levels
Willingness to travel as needed to meet client demands
Proficiency in relevant technology for client work
Responsibilities
Serve as a trusted advisor to clients, providing solutions for their industry-specific issues
Manage team deliverables, including financial statements and tax returns, ensuring quality and timeliness
Perform technical and strategic reviews to uphold quality control standards
Understand client organizations to effectively address their unique needs
Drive new client development and cross-selling opportunities with upper management
Maintain and nurture multiple client relationships and oversee special projects
Develop engagement budgets and ensure alignment with billing and realization targets
Mentor and supervise staff, fostering effective communication and teamwork
Benefits
Hybrid work model promoting work-life balance
Opportunities for professional development and ongoing training
Supportive team culture emphasizing mentorship and collaboration
Participation in practice development initiatives for generating new business
Access to advanced technology and resources to enhance client engagement
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
