4+ years of public accounting experience focused on tax, including corporate, partnership, individual, trusts, and estate planning.
Strong interpersonal and communication skills essential for client interactions.
Proficient in various accounting software tools.
Excellent time management skills to handle multiple client engagements effectively.
CPA or law degree is mandatory.
Responsibilities
Engage with clients and team members to deliver innovative tax planning and compliance services.
Specialize in individual and business tax returns, particularly for flow-through entities.
Ensure client satisfaction through effective communication and proactive tax strategies.
Collaborate with senior staff on client management and business development initiatives.
Supervise and mentor junior team members on client engagements.
Develop strategies to attract new clients and expand services with existing ones.
Stay updated on legislative changes and advise clients on their implications.
Participate in networking events to enhance client development and represent the firm professionally.
Benefits
Competitive compensation package.
Lucrative bonuses for new business and employee referrals.
Anniversary bonuses to reward long-term commitment.
Open paid-time-off policy for flexibility.
Flexible work environment promoting work/life balance.
401(k) plan with company match and profit sharing options.
Comprehensive medical, dental, and vision insurance.
Company-paid life insurance for added security.
Affordable short- and long-term disability insurance options.
Affordable accidental and critical illness insurance.
9 paid holidays to ensure time off.
Tuition reimbursement for continued education.
Annual performance reviews to support career growth.
And much more...
Full Job Description
QUALIFICATIONS
4+ years previous public accounting experience with a strong concentration in tax including corporate, partnership, individual, trusts and estate planning, and resolving complex tax issues.
Strong interpersonal and communication skills.
Working knowledge of various accounting software.
Excellent time management skills and the ability to work effectively with all the internal team and clients.
CPA or law degree is required.
RESPONSIBILITIES
Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner.
Specialization and experience in both individual and business tax returns, with concentration in flow through entities.
Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies.
Work closely with Partners, Directors, Senior Managers and staff on client management, professional development, and business development activities.
Supervise and lead associate and senior associate team members to manage responsibilities and deadlines on client engagements.
Develop skills to attract new clients and market the company's services and products and facilitate expansion of business with existing clients.
Keep abreast of any legislative or professional changes, and consulting with clients on potential implications.
Participate in Client development through networking events and professionally represent the firm in the business community.
Display continual commitment to the Firm's Culture and Values and Client Service Principles.
Demonstrate a level of communication skills, intuitive skills and resourcefulness that encourages others to follow and develop the same skills.
BENEFITS WE OFFER:
Competitive Compensation.
Lucrative New Business & Employee Referral Bonuses.
Anniversary Bonus.
Open Paid-time-off Policy.
We provide a flexible work environment to offer work/life balance.
401(k) plan with company match and profit sharing.
