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