Bachelor's degree required; Master's degree preferred in Accounting, Taxation, or related field.
At least 3 years of experience in public accounting or a related field.
1 year of supervisory experience preferred.
CPA candidates preferred.
Ability to manage deadlines and prioritize multiple assignments effectively.
Demonstrated strong verbal and written communication skills throughout all organizational levels.
Proficient in applicable technology for accounting tasks.
Responsibilities
Perform compilations and reviews for clients across various industries.
Project manage multiple client assignments while effectively organizing resources.
Review the team's work to ensure quality and timely completion of tasks.
Analyze trial balance and general ledgers for businesses.
Prepare or review tax returns, depending on the level of junior staff involvement.
Engage with clients to provide innovative tax planning and compliance services.
Ensure client satisfaction through effective communication and meeting deadlines.
Benefits
Opportunities for professional development and continuing education.
Supportive work environment with a focus on innovative tax solutions.
Local travel to client locations allowing for hands-on industry engagement.
Full Job Description
Job Description
#LI-CL1 #LI-Hybrid
Responsibilities
Responsibilities
Performs compilations and reviews for clients in various industries.
Project manages one or more client assignments simultaneously with effective use of project management techniques and organization of resources to ensure achievement of assignment objectives.
Performs a detailed review of the assignment team's work to ensure quality, thoroughness and completion of assignment tasks within agreed timeframes.
Reviews trial balance and general ledgers for businesses
Prepare applicable tax returns or review applicable returns prepared by junior staff
Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner
Ensure complete client satisfaction through open communication, managing expectations, and meeting deadlines
A track record of delivering quality work for clients; demonstrating an understanding of the client's business and relevant professional standards and maintaining excellent client relationships
A proven ability to use the provision of compliance services as an opportunity to identify further relevant issues and identify new opportunities
Creative problem-solving including ability to identify, recommend and implement solutions using multiple sources of information for tax related client issues
A professional services background with experience of working across clients while actively seeking new learning opportunities to stay technically up to date building on their knowledge of the firm's service offerings
Attend professional development and continuing education sessions on a regular basis
Some local travel to client locations required
Preferred Qualifications
Knowledge of accounting principles and auditing/tax standards to effectively supervise staff and solve routing engagement problems.
Experience with accounting software.
Solid organization skills with a demonstrated ability to multi-task.
Qualifications
Minimum Qualifications
Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
At least 3 years of experience in public accounting or related field
1 year supervisory experience preferred
CPA candidates preferred
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
Proficient use of applicable technology
Must be able to travel based on client and business needs
