Excellent written and verbal communication and interpersonal skills
Strong research skills, highly organized, and proficient in multi-tasking
Must be highly motivated and experienced in managing multiple client engagements
Must begin to attain visibility and recognition within their industry specialization
Reviews work on client engagements to insure firm’s quality control procedures are followed.
Actively involved in networking activities and maintaining contact with business peers.
Effectively discuss technical issues with clients and be responsive to their needs.
Completes performance reviews.
Understands economics of the firm’s practice. Has direct client billing responsibility.
Supports the management with decisions pertaining to policies and procedures and brings that support to the team.
Stays current on technical and regulatory issues.
Assist in any other tasks as requested.
Informs partners of progress on engagements, takes timely action on technical, scheduling and other problems. Brings recommended solutions to partner’s attention for timely action.
Bachelor’s degree in Accounting; Master of Tax preferred
Certified Public Accountant
Minimum 5 years of experience in a public accounting firm or related experience
Proficient in business taxation: C and S corporations, partnerships
Experienced in individual taxation and tax planning
Experienced in estates and trusts, pass-through entities and corporate tax compliance
Experienced in tax planning strategies for business and high net worth individuals
Experienced with multi-state and consolidated tax returns
Previous experience supervising and training Staff and Seniors preferred