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.