Serve as a liaison between the senior manager, the client, and the professional staff.
Assume full responsibility for multiple tax returns and client engagements, simultaneously; manage client relationships and expectations, monitor engagement economics and coordinate engagement workflow.
Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with team.
Review and coordinate preparation of tax returns.
Identify and research technical issues to assure compliance with federal, state, and local tax laws and regulations.
Maintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of client's business; own the end-to-end relationship.
Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies.
Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements.
Ensure and provide evidence that all seniors/staff are actively engaged in performance improvement/development activities specific to their needs.
Communicate clear performance goals, priorities and required competencies to others.
Use coaching and managerial skills to enhance the development and growth of others.
Work to develop responsible trained staff by assisting in retention.
Participate in technical and professional training throughout the year.
Participate in the firm's annual performance management and goal setting process.
Building and maintaining professional relationships is vital through networking events, to promote clients, referral sources, peers and community influence.
Understand client needs and offer tailored solutions.
Other responsibilities as required.
What Skill Are You Looking For?
5+ years of experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
1+ years of experience in a supervisory role involving clients and team members.
CA/EA or other certification relevant to an area of specialization
Bachelor's or Master's in Accounting
Extensive knowledge of the Internal Revenue Code, and other tax laws, regulations, and guidance.
A professional appearance, demeanor, and positive attitude.
Ability to apply theory and experience to individual circumstances.
Ability to analyze problems and recommend solutions.
Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment, and skepticism.
Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information.
Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.
Why Should I Apply?
Career Path with Growth Opportunity
Technical & Professional Development Plans
Comprehensive Medical, Dental and Vision Insurance
Generous PTO
401(k)
Paid Parental Leave
CPA Exam Passing Bonus & Reimbursement for Exam Fees
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