5-7 years of experience in financial, tax, and consulting roles
Strong knowledge of tax regulations and compliance
Proven supervisory and training skills
Excellent communication skills for client interaction
Ability to manage complex projects and tax examinations
Familiarity with economic and political trends affecting taxation
Responsibilities
Understand and apply Firm's financial philosophy and standards
Establish ongoing client relationships and knowledge of their business
Plan and organize engagement schedules according to firm policies
Supervise staff, provide training, and review their work
Identify potential issues and devise solutions during engagements
Regularly update clients on engagement status and challenges
Prepare and discuss client invoices and manage account collections
Stay informed about tax legislation affecting clients
Conduct detailed reviews of complex tax returns and audits
Lead tax preparation for complex business returns
Oversee governmental tax examinations and client representation
Benefits
Professional development opportunities
Access to a supportive work environment
Opportunities for advancement within the firm
Flexible work arrangements
Exposure to a diverse client portfolio
Full Job Description
Job Description:
Responsibilities:
Possesses a complete knowledge of the Firm's philosophy on financial, tax, and consulting matters, work quality and application of professional and Firm standards.
Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business.
Plans, schedules and staffs engagements using firm policies and procedures.
Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations.
Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions.
Communicates progress of engagements, problems and resolutions to client through written and oral correspondences.
Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts.
Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
Performs supervisory reviews of all tax returns and governmental tax examinations of complexity.
Assumes tax preparation responsibility for the more complex business returns.
Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities.
