Responsibilities include: Supervise tax engagements in accordance with firm and professional standards Plan and schedule tax engagements with clients and firm resources
Work directly with clients to build and maintain relationships
Perform detailed reviews of tax returns and tax workpapers
Perform tax research projects
Communicate with clients and team members regarding project status, client opportunities and other matters
Provide training, direction, and supervision to team
Maintain technical expertise in various tax areas related to industry specialization
Build new client relationships and maintain existing relationships
Manage book of business, including budgets and production goals
Engage in consulting and special projects as requested by management and clients
Preferred qualifications include:
BS/BA in accounting CPA certification required 7+ years of experience in public accounting
Ability to meet deadlines and work on multiple client projects
Excellent written and verbal communication skills Organized and detail oriented
Working knowledge of accounting and auditing principles
Experience with QuickBooks, Microsoft Word and Excel, ProSystem fxTax