Department: Tax
Job Type: Full - Time
Essential Duties & Responsibilities:
50% -
Quality, Client Service and Expertise
- Ensures that tax returns and tax planning recommendations are prepared in accordance with professional and firm standards
25% -
People Management and Relationships
- Shows ability to train other professionals including interns and newer staff
- Understands the client and properly communicates issues with the entire team
25% -
Productivity and Growth
- Demonstrates ability to recognize problems and propose solutions, while considering the clients’ needs and the firm’s risk
- Works collaboratively with client team members to build rapport and strong client relationships
- Identifies, resolves, and makes recommendations on potential tax and accounting issues
- Balance multiple tasks on engagements, including staff training, and client management
- Research technical issues and utilizes tax software
- Collaboratively working with client team members to build rapport and strong client relationships
Qualifications:
Education – Fulfillment of the 150-hour CPA certification requirement
Knowledge – Basic accounting and bookkeeping skills, QuickBooks knowledge and familiarity
Skills – Judgment, accountability, planning, goal setting/accomplishment, excellent people skills to interact with clients and firm members, outstanding communication skills, initiative, positive attitude, team oriented, efficient, and proficient in Word, Excel and online research
Experience – Prior work experience is required
Exams – In pursuit of or obtained CPA licensure
Travel: Very little, if any, out of town travel
This job description does not list all of the duties of the job. You may be asked by your Advisor and/or other members of the firm to perform other instructions and duties as well. You will be evaluated in part based upon your performance of the tasks listed in this job description.
We offer a competitive salary, great benefits and a professional work environment. We value the opportunity to grow our individuals both personally and professionally while striving to meet firm goals.
