5 years of experience in public accounting or a related field
3 years of supervisory experience
Active CPA or equivalent certification
Proficient use of applicable technology
Demonstrated verbal and written communication skills across all organization levels
Must be able to travel based on client and business needs
Responsibilities
Serve as trusted advisor to clients; identify issues and propose solutions
Manage staff on engagement deliverables; ensure quality control
Demonstrate proficient technical skills for client responsibilities
Understand client organization and internal policies
Develop new clients in partnership with upper management; participate in proposals
Manage multiple client relationships and special projects
Supervise, train, and mentor staff while fostering a positive team culture
Benefits
Hybrid work environment at least 3 days a week in the office/location
Opportunities for professional development and mentorship
Engagement in client meetings and presentations
Participation in practice development activities to generate new business
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
