Job Description
Job Description
DRDA is growing at over twice the industry average. Our Firm has a strong culture and core with well documented and established processes and training to help you quickly transition, become a part of the team and move up as you grow professionally and personally.
Duties and Responsibilities (Essential Functions) :
- Provide and manage excellent customer service
- Lead in the development and implementation of project management processes and tools
- Coordinate with Tax administrator regarding filing deadlines and project assignments
- Assist partners with new business development and merger / acquisition planning as required
- Direct / delegate projects to staff that can handle them most efficiently.
- Review accounting and tax projects
- Sign tax returns
- Supervise staff and seniors assigned to projects and manage time and project completion within budget
- Provide accounting and tax research and documentation as needed
- Mentor and train other staff members by providing guidance and serving as a professional role model
- Proactively interact with clients to gather information, resolve problems, and make recommendations for business and process improvements
- Monitor compliance with firm quality control procedures
- Coordinate with partners regarding staff and firm matters
- Develop new client relationships
- Evolve existing client relationships
- Adhere to all DRDA policies
Technical Skills
- Advanced knowledge of tax laws
- Expert ability to apply tax knowledge to client problems
- Able to read and understand technical forms and financial reports
- Proficiency with research tools
- Sound understanding of business of accounting rather than practice of accounting
- Strong understanding of all of DRDA services
- Strong understanding of firm’s marketing plan and practice
Qualifications
- CPA License current and in good standing
- Seven or more years of related experience
- Demonstrate ability to plan and organize projects
- Proficient in CS Professional Suite and Microsoft Office Suite
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