#LI-DE1 #LI-Hybrid
Essential Functions and Primary Duties
- Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
- Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
- Reviews tax procedures, engagement workpapers and financial statements without supervision
- Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards
- Addresses questions on advanced technical accounting matters from team members and upper-level client management
- Prepares advanced level tax returns and reviews intermediate to advanced level tax returns
- Monitors that tasks are assigned and completed on a timely basis and reviews workflow
- Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
- Manages multiple assignments inside an engagement
- Communicates with Partners on work status and client issues that arise
- Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues
- Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFileRoom, etc.)
- Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
- Performs top review of returns, workpapers, and issues
- Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
- Supervises, trains and mentors tax staff
- Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
Preferred Qualifications
- Master’s degree in Accounting, Taxation or related field
- Bachelor’s degree with a preference of study in Accounting or related field
- 5+ years’ of relevant work and industry experience
- Prior experience managing engagements and clients
- Ability to work independently, but also work well with others
- Enrolled Agent designation
- Strong technical and broad based advisory and client management skills.
Minimum Qualifications Required
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology