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
Preferred Qualifications
Master's degree preferred in Accounting, Taxation or related field
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