Position Summary
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Primary Job Responsibilities
- Oversee the efforts of multiple client engagements, including supervising tax planning and business succession planning engagements with the ability to manage to budget
- Tax return compliance review including forms 1040, 1120S, 1065, and 1041
- Consult with partners, business and individual tax clients on various matters
- Work with other CPA and Advisory and Technology service team members to provide comprehensive business solutions to middle market businesses and their stakeholders
- Build and maintain strong, long-term relationships with key client sponsors and growing client base.
- Develop people through effectively supervising, coaching and mentoring all levels of staff.
- Conduct performance reviews and contribute to performance feedback for all levels of staff.
- Assist partners and senior leaders with generating new business opportunities and building client networks and relationships.
- Understand our service offerings and actively identify opportunities to better serve clients with our comprehensive solutions.
- Contribute to people initiatives including recruiting, retaining, and training our team of up and coming professionals.
- Ensure professional development through ongoing education
- Provide thought leadership and insightful recommendations surrounding a broad range of complex issues by leveraging expertise and experience.
Requirements
- BA / BS Degree in Accounting, Finance, or related field
- 7+ years current public accounting experience.
- 5+ years’ experience leading teams, coaching, and mentoring staff.
- 4+ years' experience with tax compliance including review of Form 1040, 1120-S and 1065 tax returns
- CPA or EA certification
- Proficiency with computerized tax software & Microsoft Office.
- Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
- Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills.
J-18808-Ljbffr
2 days ago