5 years of experience in public accounting or related field
3 years of supervisory experience
Active CPA or equivalent certification is mandatory
Strong client engagement management skills
Excellent verbal and written communication abilities
Willingness to travel based on client needs
Proficient in relevant technology
Responsibilities
Serve as a trusted advisor to clients, addressing concerns and suggesting solutions
Manage team deliverables including financial statements and tax returns while ensuring quality control
Conduct technical and strategic reviews as part of the engagement review team
Understand client organization's procedures and policies thoroughly
Drive new client development and engage in presentations and proposal creation
Maintain multiple client relationships and oversee special projects
Lead budgeting for engagements and ensure financial accountability
Benefits
Hybrid work model flexibility
Opportunities for mentorship and staff development
Engagement in practice development activities
Supportive team culture that fosters collaboration
Professional growth through involvement in a variety of projects
Full Job Description
Job Description
#LI-PL1 #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 Required
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
