5+ years of progressive accounting and tax experience managing multiple engagements
Proven track record of generating new business for a CPA firm
Bachelor's or Master's degree in accounting
Annual completion of 40 hours of continuing education in relevant fields
Active CPA license and membership with AICPA
Strong proficiency in accounting and tax software applications
Responsibilities
Understand and apply the Firm's philosophy on financial, tax, and consulting matters
Maintain regular client contact and develop comprehensive business knowledge of client environments
Plan, schedule, and allocate resources for engagements according to firm policies
Supervise and train staff, reviewing tax returns and performance outcomes
Identify and resolve engagement challenges with proactive communication and solutions
Report engagement progress and concerns to clients through clear correspondence
Handle client invoicing and assist in the collection of overdue payments
Stay informed on economic and legislative developments affecting tax obligations
Conduct supervisory reviews for complex tax returns and oversee governmental tax examinations
Manage the preparation of complex business tax returns and direct governmental tax exam activities
Benefits
Flexible working hours to balance personal and professional life
Access to resources for professional development and skill expansion
Employee ownership model fostering a collaborative and invested workplace culture
Opportunities for meaningful work making an impact in the community
Focus on creating lasting relationships within the firm and with clients
Full 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.
Requirements/Qualifications:
A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
Demonstrated ability to bring in new business to a CPA firm.
Bachelors or Master's degree in accounting.
Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
A current and valid certified public accountant's license is required.
Must be a member in good standing with the American Institute of Certified Public Accountants.
Proficiency in use of computers and various accounting and tax computer software.
