Job Description:
• Acts as liaison between partners, clients and staff
• Managing multiple projects and client engagements simultaneously while scheduling, staffing and coordinating engagement workflow
• Develops and trains staff
• Major involvement in firm practice development efforts, develop advanced technical knowledge, and management skills
• Ability to make decisions
• Ability to effectively delegate work
• 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:
• 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.
Benefits:
• flexibility to manage your time
• resources to grow
• culture of collaboration, curiosity, and excellence