About The Firm :
Our firm offers a tremendous opportunity for a CPA with 10+ years of experience seeking a partnership role within our dynamic New York City office.
This position is ideal for an ambitious individual looking to transition a high volume of write-up / tax clients from a partner planning to retire in a few years.
Key Objectives :
- Assume responsibility for planning, supervising, and completing engagements.
- Plan the timing and assignment of staff to engagements.
- Supervise and lead Managers, Supervisors, and Staff Accountants, providing feedback and evaluating their progress.
- Develop new client contacts and relationships beneficial to the firm.
- Recognize opportunities to provide additional services to existing clients and find efficiencies within the workplace.
- Apply knowledge of current issues in tax, regulatory requirements, and industry-specific concerns to clients, and identify potential impacts and recommend strategies.
- Review engagement work papers, resolve any problems, and keep the partner informed of all important developments.
- Provide on-the-job training to team members.
- Assist in administrative functions as assigned by the partners.
Requirements :
- Bachelor of Science in Accounting.
- Active New York CPA license.
- 10+ years of recent, continuous CPA firm experience.
- Proficiency in the preparation of various tax returns, including Individual, Fiduciary, Corporate, Partnership, Sales Tax, and Multi-state.
- Strong experience using tax preparation software and Microsoft Office.
- Experience with Thomson Reuters UltraTax CS and / or CCH ProSystem FX, Microsoft Office, and Intuit QuickBooks.
- Excellent communication skills with the ability to communicate effectively with business owners and personnel.
- Positive, can-do attitude with a firm-first mindset and a team player approach.
- Proactive, self-motivated, well-organized, and able to manage work effectively while managing client relationships.
- Superior attention to detail.
- Full-time work in the NYC office plus travel to client offices.
Responsibilities :
- Plan, supervise, and complete engagements.
- Assign staff to engagements and ensure timely completion.
- Lead and mentor Managers, Supervisors, and Staff Accountants, providing feedback and performance evaluations.
- Develop and maintain client relationships and identify opportunities for additional services.
- Stay updated on current tax laws and industry-specific regulations, and apply this knowledge to client engagements.
- Review work papers and resolve any issues, keeping the partner informed.
- Provide training and guidance to team members.
- Handle administrative tasks as assigned by the partners.
30+ days ago