8 years of experience in public accounting or related field
5 years supervisory experience
Active CPA or equivalent certification required
Proficient use of technology related to client engagement management
Demonstrated verbal and written communication skills at all organizational levels
Ability to manage client deadlines and prioritize assignments effectively
Responsibilities
Complete all aspects of tax engagements for clients, including individual, trust, and gift tax returns
Serve as a trusted advisor, identifying client issues and offering proactive solutions
Manage staff and deliverables on engagements, ensuring quality control and timely delivery
Demonstrate technical knowledge and stay updated on industry trends
Understand the client's organization and internal policies
Develop new client relationships in collaboration with management and participate in client presentations
Supervise, train, and mentor staff while fostering a positive team environment
Benefits
Hybrid work model opportunities
Practice development activities for business generation
Mentorship and career development support
Opportunity for involvement in diverse client engagements
Potential for cross-serving opportunities with clients
Full Job Description
Job Description
#LI-AG1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Complete all aspects of tax engagements (Individual, Trust, Gift) for clients, including status updates to engagement directors and adherence to all quality control standards as required. Experience with estate, business returns and family office services is a plus.
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 required
8 years experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
