5 years of experience in public accounting or similar role
3 years of supervisory experience
Active CPA or equivalent certification
Proficient in managing client engagements
Strong verbal and written communication skills across all organizational levels
Willingness to travel as needed
Responsibilities
Act as a trusted advisor by identifying client issues and recommending solutions
Oversee staff delivering engagement materials like financial statements and tax returns
Conduct technical and strategic reviews for quality control
Gain understanding of the client's organizational structure and policies
Drive new client development alongside upper management
Manage relationships and projects with multiple clients
Develop engagement budgets and achieve charge hour goals
Benefits
Opportunities for training and mentorship
Supportive team environment fostering positive culture
Participation in practice development for new business generation
Flexibility of a hybrid work model
Access to advanced technology and tools
Full Job Description
Job Description
#LI-SV2 #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
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
