Develop deep industry knowledge within the healthcare industry
Participate in and provide leadership for firm initiatives and projects
Manage tax advisory services and providing thoughtful tax compliance to medical practice clients in accordance with firm and professional standards, within budget and deadline expectations
Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
Plan and schedule tax engagements with clients and firm resources
Participate in the proposal process for prospective clients and serve as the main tax point of contact within our firm for clients
Assist with managing, developing, and coaching professional tax staff
Helping to develop, build and manage client relationships
Requirements
bachelor's
cpa
excel
caseware
axcess
ria
Bachelor's degree in accounting, finance, or related field
CPA license
Experience managing multiple client engagements with ability and passion for developing and fostering deep relationships with key clients
A strong sense of ownership for delivering ultra-responsive client service
Strong written and oral communication
5 years or more of relevant progressive experience in public accounting tax including technical tax consulting and client relationship management
Excellent supervisory, team building, and time management skills
Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
Benefits
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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.