5 years of experience in public accounting or related field
3 years of supervisory experience
Active CPA or equivalent certification
Ability to manage all aspects of client engagements
Strong verbal and written communication skills across all organizational levels
Willingness to travel based on client needs
Proficient in relevant technology
Responsibilities
Serve as client advisor, identifying issues and communicating solutions
Manage staff and engagement deliverables to ensure quality and timeliness
Conduct technical and strategic reviews for quality control
Understand client's organization and internal policies
Drive new client development with upper management collaboration
Manage multiple client relationships and special projects
Develop and monitor engagement budgets
Ensure billing accuracy and address variances
Supervise, train, and mentor staff to foster development
Promote a positive team culture and support management
Participate in activities aimed at generating new business
Undertake additional assigned duties as necessary
Benefits
Flexible hybrid work environment
Opportunities for professional development and training
Support for pursuing continuing education and certifications
Collaborative team culture
Involvement in engaging practice development activities
Full Job Description
Job Description
#LI-CL1 #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
