Lead multi-disciplined client service teams for account planning
Prepare and review client correspondence (letter, e-mail, etc.)
Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
Responsible for managing and coordinating tax compliance and advisory work for clients
Research and consult on technical matters and special projects
Review Federal and Multi-State Partnership tax returns
Proactively build relationships and communicate effectively with the client to provide superior client service
Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects
Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
Manage, train and develop staff. Participate in the performance review process
Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc.
Requirements
cpa
5+ years
accounting
public accounting
bachelors
management
Experience making recommendations to management
CPA certification required in the respective state in which they are practicing
Requires at 5+ years of job related experience
Subject matter leader in similar accounting and/or tax services
Requires prior accounting and/or tax experience
Prior public accounting experience desired
Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience
Manufacturing and retail distribution experience required
Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
Management and/or mentoring experience with other staff members
Benefits
Information not given or found
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
Information not given or found
Company
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
Consultants and advisors provide tailored solutions with deep industry knowledge.
Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
Consistently recognized for high-quality results and long-term client relationships.
Optimize strategies, technology, and people for sustainable success.
Culture + Values
We care deeply about our people.
We lead with integrity.
We put our clients first.
We are focused on results.
We work together as one team.
We challenge the status quo.
We are passionate about growth and development.
Environment + Sustainability
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
Focus on reducing environmental impact through technology, collaboration, and innovation.
Provide sustainable solutions to clients that align with both environmental and business objectives.
Inclusion & Diversity
We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
We are committed to creating an inclusive workplace that fosters collaboration and respect.
We are focused on empowering women in leadership positions and increasing gender diversity at all levels.