5+ years of public accounting experience, specifically in tax preparation.
Licensed Certified Public Accountant (CPA) certification required.
Proficiency in Thomson Reuters software suite and QuickBooks (desktop and online).
Strong organizational skills with the ability to manage multiple projects independently.
Excellent verbal and written communication skills with a focus on client engagement.
Responsibilities
Prepare and review individual, corporate, and partnership tax returns.
Ensure compliance with federal, state, and local tax regulations.
Provide proactive tax planning strategies to minimize client liabilities.
Develop and maintain strong relationships with clients, acting as the primary point of contact.
Mentor and evaluate staff accountants and interns, ensuring quality work.
Identify and resolve operational issues that may affect engagement quality.
Share best practices and time-saving techniques with team members.
Benefits
Comprehensive benefits package including medical, dental, and vision insurance.
Generous paid time off and paid holidays.
Flexible work arrangements to promote work-life balance.
'Dress for your day' policy for a relaxed work environment.
Engaging firm activities and family events to foster team spirit.
Ongoing coaching and mentorship opportunities.
Support for continuing education to enhance professional growth.
Full Job Description
Summary of the Role
We are seeking a Tax Senior/Manager with 5+ years of public accounting experience to work on-site in our Richmond office. The ideal candidate will have a strong technical background in tax, excellent client service skills, and the ability to independently manage multiple projects. We offer a superior work environment, including an open-door atmosphere, unlimited growth opportunities and limited travel.
Key Responsibilities
Tax Preparation and Review:
Prepare and review individual, corporate, and partnership tax returns.
Ensure compliance with federal, state, and local tax regulations.
Conduct detailed reviews of tax returns prepared by staff accountants.
Tax Planning and Advisory:
Provide tax planning strategies to clients to minimize tax liabilities.
Advise clients on tax implications of business decisions.
Stay updated on changes in tax laws and regulations and communicate their impact to clients.
Client Management:
Develop and maintain strong client relationships.
Serve as a primary point of contact for client inquiries and concerns.
Communicate proactively, clearly and effectively with clients to understand their needs and provide appropriate solutions.
Understands engagement/project profitability and effectively communicates status/issues
Team Leadership and Development:
Mentor, train, evaluate and provide feedback to staff accountants and interns.
Delegate tasks effectively and ensure the completion of high-quality work.
Provide regular feedback and conduct performance evaluations.
Operational and Technical Excellence:
Manage multiple projects and deadlines independently and efficiently.
Act as "champion" in either technology area and/or specialized technical knowledge area.
Identify and resolve issues that may impact engagement quality or efficiency.
Share best practices and time-saving techniques with team members.
Requirements
Qualifications
Experience
At least 5+ years of current experience in public accounting required, with a focus on Tax Preparation.
Licensed Certified Public Accountant (CPA) required.
Proficiency in Thomson Reuters software suite, QuickBooks (desktop and online) and Excel preferred.
Skills and Abilities
Proactive, clear and effective communication (both written and oral).
Ability to adapt to new technology and stay current with changes.
Ability to work in a fast-paced environment in order to meet multiple deadlines.
Strong organizational skills with the ability to independently manage multiple projects.
Ability to work independently and prioritize tasks effectively.
Detail-oriented with a commitment to quality.
Excellent verbal and written communication skills.
Demonstrate flexibility, teamwork and a positive attitude.
Benefits
Comprehensive benefits package, including health insurance (medical, dental and vision), long-term disability and retirement plan benefits
