Promote the Firm’s image by participating on conference panels, contributing to Firm publications, attending recruiting events, conducting in-house and client trainings, etc.
Conduct thorough engagement reviews
Maintain a professional demeanor with coworkers and clients
Complete annual performance evaluations for assigned staff and manage employee performance conversations
Supervise and mentor Supervisors, Senior Accountants and Staff, including guiding and educating them in technical areas, identifying professional development opportunities and maintaining a respectful team atmosphere
Assist Principals and Partners with identifying, meeting with and pursuing new clients.
Assume primary responsibility for client engagements, including planning, staffing, timing, technical issues and other decisions. Oversee completion of engagements, including identifying and solving problem areas during the engagement, with minimal oversight or assistance
Find opportunities to turn acquired technical knowledge into high value-added opportunities for Firm clients
Develop, strengthen and grow client relationships through professionalism, responsiveness and service-oriented approach
Increase office profitability by managing your time and the time of Staff and Senior Accountants efficiently, contributing ideas and adding value
Requirements
cpa
excel
public accounting
bachelor’s
collaboration
communication
Bachelor’s degree, preferably in accounting or finance (advanced degree is a plus), and 3-7+ years of experience in public accounting and/or appropriate balance of education and work experience.
Ability to work collaboratively and foster a productive, team-oriented environment
Available to work evenings and weekends based on position needs and to travel domestically if required
Strong organizational and follow-through skills
Able to gain the confidence of the existing Partner group
Ability to meet internal Firm deadlines (time entry, billing, etc.)
Excellent verbal and written communication skills
Ability to accept constructive feedback from Partner group and make adjustments as directed
Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools
Perform work accurately and in a time-efficient manner with strong attention to detail
CPA license required.
Exhibit expert understanding of accounting and tax rules
Ability to effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities
Benefits
Competitive benefits package
Competitive salaries with continuous review of market conditions
Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
Strong growth opportunities
Discretionary annual bonuses for eligible positions & CPA bonus plan
Remote and hybrid opportunities
Dress for your day policy
Inclusive workplace, providing strong professional growth and development opportunities
Flexible working hours and work arrangements
Increased number of paid holidays per year
Compensation: $108,000 to $148,000 depending on experience. More is possible if experience dictates.
401(k) package with firm profit-sharing
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
1989 Founded
Year Established
The year the company was established, marking its long-standing presence in the industry.
specializes in serving real estate, community development, and government sectors with tailored financial services.
With offices across the country, offers expertise in affordable housing, low-income housing tax credits, and tax credit syndication.
known for deep involvement in policy-making, helping shape the tax code and community development programs.
clients range from developers and financial institutions to government agencies and non-profit organizations.
reputation for excellence makes them a go-to resource for complex financial projects and consulting services.
broad industry expertise covers tax credits to property management and audit services, focusing on real estate and community development.
Culture + Values
Committed to the highest level of professional integrity and client service.
Believes in building lasting relationships based on trust and mutual respect.
Values continuous learning and professional development for all team members.
Fosters an environment of teamwork and collaboration.
Supports a culture of excellence, encouraging employees to challenge themselves and grow.
Environment + Sustainability
Net-Zero by 2050
Long-Term Sustainability Goal
Aims to achieve net-zero emissions as part of its sustainability efforts.
Committed to reducing environmental impact.
Implemented energy-saving initiatives and promotes sustainable office practices.
Active in renewable energy and green building projects.
Inclusion & Diversity
Employees feel valued and respected in a diverse and inclusive workplace.
Diversity goals are established and prioritized at all levels of the organization.
Employee resource groups are supported to foster a sense of community.
Regular reviews and reporting on diversity and inclusion metrics are conducted to drive continuous improvement.