Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables such as financial statements, tax returns, work papers, etc.; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the client’s organization, procedures and internal policies
Reviewing complex tax returns including international, federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations
Understanding your clients’ goals and needs and servicing clients directly
Owning client relationships and work
Strategizing with Managing Directors regarding tax planning
Provide clients’ with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
Researching tax issues and providing guidance to clients
Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Based on experience
We will notify the company with your details. You can also attach a resume or a cover letter.