Thorough understanding of financial, tax, and consulting principles.
Strong interpersonal skills for ongoing client engagement.
Experience in planning and staffing for client engagements.
Supervisory experience in training and reviewing junior staff's work.
Problem-solving skills to anticipate and address engagement challenges.
Knowledgeable about economic and legislative impacts on taxation.
Proficiency in handling complex tax returns and governmental examinations.
Responsibilities
Oversee and ensure work quality aligns with the Firm's standards.
Maintain continuous communication with clients about their needs.
Plan and organize engagement activities according to firm policies.
Train and supervise junior staff, including performance management.
Identify potential engagement issues and implement solutions promptly.
Provide updates regarding engagement status and client issues.
Handle client invoicing and assist with overdue accounts management.
Stay informed about economic trends that impact tax regulations.
Conduct reviews for complex tax returns and related governmental audits.
Manage and represent clients in governmental tax examinations.
Benefits
Opportunities for professional development and training.
Collaborative work environment with a focus on client satisfaction.
Exposure to a variety of complex tax scenarios and industries.
Career advancement potential within the firm.
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.
