Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner.
Perform a limited number of tax return interviews as needed.
Communicate with engagement leaders regarding open items or other important matters in a timely manner.
Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc.
Provide technical assistance to clients.
Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
Lead multi-disciplined client service teams for account planning.
Review Federal and Multi-State Partnership tax returns.
Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders.
Manage, train, and develop staff, and participate in the performance review process.
Manage and coordinate tax compliance and advisory work for clients.
Build relationships and communicate effectively with clients to provide superior service.
Lead day-to-day client relationships, supporting partners with service execution and development of extended services.
Consult on technical matters and special projects.
Adhere to prescribed budgets and deadlines.
Prepare client communications pertaining to engagement planning and requests.
Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects.
Requirements
cpa
bachelor's
public accounting
3+ years
mentoring
cpe
Management and/or mentoring experience with other staff members.
Prior public accounting experience desired.
Bachelor’s degree in accounting or an equivalent combination of education and experience.
CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing.
Recognize potential issues and/or opportunities in engagements and discuss with engagement leader.
Experience making recommendations to management.
Subject matter leader in similar accounting and/or tax services.
At least 3 years of job-related experience.
Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc.
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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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.