Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
Performs top review of returns, workpapers, and issues
Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
Supervises, trains and mentors tax staff
Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
Preferred Qualifications
Master's degree in Accounting, Taxation or related field
Bachelor's degree with a preference of study in Accounting or related field
5+ years' of relevant work and industry experience
Prior experience managing engagements and clients
Ability to work independently, but also work well with others
Enrolled Agent designation
Strong technical and broad based advisory and client management skills
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
