Job Description
Job Description
Responsibilities :
- Preparation and review of high net worth individual and small to medium size business tax returns.
- Professionally manage all aspects of the client relationship.
- Prepare financial statements.
- Client communication and supervising firm staff.
Requirements :
- Active CPA License with 8+ years of small to mid-size firm experience.
- Excellent verbal and written communication skills.
- Strong analytical and time management skills.
- Willingness to travel to clients.
- Proficiency in QuickBooks, Accounting / Tax Software, and MS Office products.
- Proficiency in UltraTax a plus.
- Masters degree in accounting or taxation is a strong plus.
- Knowledge in gift, estate and tax exempt entities a plus.
- Auditing experience a plus.
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