5-7 years of experience in tax, financial, or consulting fields
Strong understanding of the Firm's professional standards
Excellent client communication and relationship management skills
Proficient in tax return preparation, especially for complex business returns
Ability to supervise and train staff effectively
Knowledge of economic and political trends affecting taxation
Responsibilities
Understand and apply the Firm's philosophy on financial and consulting matters.
Maintain ongoing client communication and knowledge of their businesses.
Plan and schedule engagement personnel according to firm guidelines.
Supervise staff, provide training, and review tax returns prepared by team members.
Identify potential engagement challenges and propose solutions.
Communicate engagement progress and resolutions to clients through various channels.
Prepare client invoices and assist in accounts receivable processes.
Stay informed on legislative changes impacting the financial landscape.
Conduct in-depth reviews of complex tax returns and governmental audits.
Manage governmental examinations and represent clients to tax authorities.
Benefits
Professional development and training opportunities
Flexible work environment
Collaborative team atmosphere
Comprehensive health benefits package
Opportunities for client exposure and relationship building
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.
