Responsibilities and Duties:
Provide and manage excellent customer service
Be aware of the client’s journey
Be aware of the client’s challenges
Mentor and train other staff members by providing guidance and serving as a professional role model
Review complex federal income tax returns, final review and sign
Proactively interact with clients to gather information, resolve problems, and make recommendations for business and process improvements
Coordinate with partners regarding staff and firm matters
Develop new client relationships
Evolve existing client relationships
Promote and demonstrate a sound understanding of firm purpose, brand promise and core values
Identify problems, propose and implement solutions to firm related matters
Requirements and Qualifications:
Advanced problem solving and communication skills
Advanced leadership skills
Sound understanding of business of accounting rather than practice of accounting
Strong understanding of firm’s marketing plan and practice
Advanced knowledge of tax laws
Expert ability to apply tax and accounting knowledge to client problems
Able to read and understand technical forms and financial reports
Proficiency with research tools
CPA License current and in good standing
Five to eight years or more of related experience
Demonstrate ability to plan and organize projects
To apply, please email PDF resumes
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