Job Title
Duties and Responsibilities
- Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures
- Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements
- Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback
- Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
- Manage and guide staff on their day to day activities including budgeting
- Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high net worth individual income taxation, pass through entities
- Build and maintain client relationships and manage all aspects of the client engagement process
- Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes
- Research tax law and consult on tax technical questions
- Plans and manages responsibilities and resources to achieve assigned objectives
- Helps develop solutions for clients and manages implementation of ideas
- Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients
- Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measure to resolve assignment issues
- Identifies client needs and opportunities, and identifies cross selling and new service opportunities
- Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization, and staff development
- Develop functional specialization and/or industry expertise
- Establishes and actively works to build a network to assist with business development and firm marketing initiatives
- Develop a specialty designation or begin to obtain a masters
- Additional responsibilities not listed above may be expected as needed
Position Qualifications
- Minimum of 6 years of relevant progressive experience in public accounting tax including technical tax review, consulting, and research
- BA/BS Degree in Accounting, Finance, or related (preferably a masters)
- MST is preferable
- CPA Certification
- Excellent verbal and written communication skills
- Proficiency with tax software, MS Office, and applicable technology
- Ability to provide exceptional client service as well as develop trusted client relationships
- Strong leadership and personnel management skills, with supervisory experience
- Strong technical knowledge and problem-solving capabilities
- Deep tax knowledge and experience reviewing business and individual income tax returns
