Key Responsibilities:
- Oversee tax engagements, ensuring adherence to firm and professional standards.
- Plan and schedule tax projects, coordinating with clients and internal resources.
- Build and nurture client relationships through direct interaction.
- Conduct thorough reviews of tax returns and related work papers.
- Perform tax research and analysis on various topics.
- Communicate project status, client opportunities, and other relevant matters to clients and team members.
- Provide training, guidance, and oversight to team members.
- Maintain up-to-date technical knowledge in specialized tax areas.
- Develop new client relationships while sustaining existing ones.
- Manage a portfolio of clients, including overseeing budgets and meeting production targets.
- Participate in consulting and special projects as assigned by management and clients.
Preferred Qualifications:
- Bachelor's degree in Accounting (BS-BA).
- Certified Public Accountant (CPA) designation is mandatory.
- Over 10 years of experience in public accounting.
- Proven ability to meet deadlines and manage multiple client projects.
- Strong written and verbal communication skills.
- Highly organized with strong attention to detail.
- Proficient in accounting and auditing principles.
- Familiarity with Quick-Books, Microsoft Word, Excel, and ProSystem fx Tax.
