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🧭 Full-Time
🔍 Accounting
- Bachelor's degree in accounting, finance, or related field
- CPA or Enrolled Agent (EA)
- 5-10 years of tax prep & review experience
- Excellent project management, analytical, interpersonal, and communication skills
- Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
- A strong desire toward career advancement and goal toward future firm ownership
- Excellent work ethic and a sense of humor are a must!
- Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
- Act as primary client point of contact for the firm.
- Identify opportunities for value added services for clients by staying abreast of their business needs.
- Communicate staffing and workload issues to Resource Planning.
- Review and confirm assignment objectives, scope, and work plan with client.
- Resolve work product issues using firm resources.
- Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
- Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
- Coach and mentor staff to assist with enhancing their skills and further develop their career.
- Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
- Support the partner team in the development and planning of strategy, objectives, and budgets.
- Prepare and/or review monthly client bills.
- Anticipate, identify, and resolve complex tax-technical issues.
- Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
LeadershipProject ManagementStrategyResource PlanningCommunication SkillsAnalytical Skills
Posted 2024-10-27
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