Paisa Partners
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Requirements and Qualifications:

  • Responsibilities and Duties:


  • Provide and manage excellent customer service
  • Be aware of the client’s journey
  • Be aware of the client’s challenges
  • Mentor and train other staff members by providing guidance and serving as a professional role model
  • Review complex federal income tax returns, final review and sign
  • Proactively interact with clients to gather information, resolve problems, and make recommendations for business and process improvements
  • Coordinate with partners regarding staff and firm matters
  • Develop new client relationships
  • Evolve existing client relationships
  • Promote and demonstrate a sound understanding of firm purpose, brand promise and core values
  • Identify problems, propose and implement solutions to firm related matters
  • Advanced problem solving and communication skills
  • Advanced leadership skills
  • Sound understanding of business of accounting rather than practice of accounting
  • Strong understanding of firm’s marketing plan and practice
  • Advanced knowledge of tax laws
  • Expert ability to apply tax and accounting knowledge to client problems
  • Able to read and understand technical forms and financial reports
  • Proficiency with research tools
  • CPA License current and in good standing
  • Five to eight years or more of related experience
  • Demonstrate ability to plan and organize projects
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