#LI-EM1 #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
- 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