A bit about us:
We are partnered with a Top 10 CPA firm with over 100 offices and nearly 6,000 associates throughout the U.S. Our delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
Why join us?
Our client has been honored to be the recipient of several national recognitions:
Top 101 2021 Best and Brightest Companies to Work For in the Nation
2022 Top Workplaces USA
2021 America's Best Mid-Size Employers
2021 Best and Brightest Companies in Wellness
2022 Great Place to Work Certification
Job Details
Essential Functions and Primary Duties
* In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills
* 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; 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
* Reviewing complex tax returns including federal and multi-state tax returns
* Understanding your clients’ goals and needs and servicing clients directly
* Owning client relationships and work
* Strategizing with Managing Directors regarding tax planning
* Provide clients’ with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
* Researching tax issues and providing guidance to clients
* Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
* Foster a team environment; demonstrates support of management and decisions and build a positive culture
Minimum Qualifications
* Bachelor’s degree required
* 6 years of experience in public accounting or related field
* 3 years supervisory experience
* Must have active CPA or equivalent certification
* Ability to manage all aspects of client engagements
* Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
* Must be able to travel based on client and business needs
* Proficient use of applicable technology