Job summary
Responsible for managing and coordinating tax compliance and advisory work for clientsReview Individual, Trust, and Estate tax returnsLead client relationships on day to day tax matters supporting partners with service execution and development of extended services
Job seniority: mid-to-senior level
Responsibilities
• Research and consult on technical matters and special projects• Proactively build relationships and communicate effectively with the client to provide superior client service• Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects• Manage, train and develop staff. Participate in the performance review process• Attain a thorough technical competency and industry-specific expertise through CPE, firm/industry group events, webinars, etc.• Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.• Lead multi-disciplined client service teams for account planning• Prepare and review client correspondence• Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Requirements
• Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience• CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing (or actively pursuing CPA certification)• Requires at least 4+ years of job-related experience• Requires prior accounting and/or tax experience• Subject matter leader in similar accounting and/or tax services• Management and/or mentoring experience with other staff members• Experience making recommendations to management• Prior public accounting experience desired