Bachelor's degree in accounting from a four-year college or university
6-8 years of relevant experience or equivalent education and training
Active CPA License required
Strong understanding of personal, fiduciary, and business tax returns
Proven ability to manage and develop staff effectively
Responsibilities
Maintain ongoing client communication to understand their business needs
Answer client inquiries regarding assignments and fee estimates
Review and assign staff tasks based on qualifications
Monitor project progress against budget and deadlines
Keep Partners updated on significant developments and issues
Engage with clients' attorneys, bankers, and brokers
Conduct staff performance evaluations and provide feedback
Assist in recruiting and training staff for professional development
Cultivate new business opportunities and maintain firm’s community image
Prepare various reports and projects as requested
Benefits
Opportunities for professional development and training
Engagement in community and professional organizations
Supportive work environment fostering staff growth
Access to a network of business contacts and referrals
Involvement in diverse and complex tax projects
Full Job Description
Primary Responsibilities
Maintains steady contact with clients throughout the business year, which involves a thorough knowledge of the client and all facets of the client's business rather than mere routine attendance to immediate problems
Answers any questions the client may have so there is a complete understanding of the nature and terms of an assignment, including an estimate of fees
Reviews staff assignments, making certain they are appropriate; since this is a continuing duty, the Manager must be fully familiar with the qualifications of all staff members
Follows the progress of the work in relation to budgeted time and scheduled dates of completion and anticipates the problem areas and questions that might arise
Keeps the Partner informed of all important developments, analyzes any issues, and recommends solutions
Deals directly with the client's attorney, banker, or broker, and other third parties
Prepares timely staff performance evaluations and discusses them with the staff members
Should work to develop a responsible and trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs
Should make associations to develop new business for the firm and to maintain its professional image in the community. Doing so may include taking an active role in professional, civic, or charitable organizations, delivering talks, writing articles for publications
Prepares other reports and projects as requested from time to time by the Partners
Reviews personal, fiduciary, and business tax returns
Performs more complex tax returns
Develops general understanding of firm philosophy and tax opinions
Delegates work to tax staff, senior tax accountants, and tax supervisors and supervises work
Acts as key client contact person for personal tax return clients and business clients
Contributes by producing quality work with quick turnaround and attentive service
Exhibits time management and organizational skills
Develops entrepreneurial approach to client service and good working relationships with client personnel
Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals
Education, Experience, & Certifications
Bachelor's degree in accounting from a four-year college or university
Six (6) to eight (8) years of related experience and/or training, or an equivalent combination of education and experience
