Serve as a trusted advisor to clients, addressing industry trends and issues
Manage staff to ensure quality deliverables on financial and tax documents
Conduct technical and strategic reviews as part of quality control
Understand clients' organizational procedures and internal policies
Develop new client relationships and participate in proposals and presentations
Oversee multiple client engagements and special projects
Create and manage overall engagement budgets
Meet charge hour goals consistently
Handle billing and variances for assigned clients
Supervise and mentor staff while fostering a supportive team culture
Engage in practice development to generate new business opportunities
Benefits
Hybrid work model with in-office and client location presence
Opportunity for professional development and mentorship
Participation in practice development initiatives
Dynamic team environment with a focus on positive culture
Full Job Description
Job Description
#LI-JO1 #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
Ability to work in the office and/or client location a minimum of 3 days per week
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
