Description:
Prepare and review personal, corporate, and partnership tax returns for accuracy.
Act as the main point of contact and trusted advisor for clients.
Research and address complex tax compliance matters to provide expert guidance.
Review financial statements to offer strategic insights for improvement.
Develop and review tax projections to assist clients in planning.
Collaborate with payroll, financial services, and IT teams to meet client needs.
Lead internal and external presentations on diverse financial and business subjects.
Work closely with junior staff to coordinate engagement activities effectively.
Ensure timely management of time pressures to achieve firm goals.
Uphold the company’s vision and values with professionalism and enthusiasm.
Requirements:
CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained.
4-6 years of proven expertise in tax preparation, compliance, and advisory… services.
Proficient in various software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related software.
Strong organizational skills, capable of managing multiple tasks and priorities efficiently.
Excellent communication and interpersonal skills, fostering positive client and team relationships.
Demonstrated integrity, honesty, and dependability in all professional endeavors.
Resilience and enthusiasm to excel in a fast-paced, ever-evolving environment.
Exceptional time management skills to consistently meet deadlines effectively.
Confident presentation abilities, capable of leading discussions on financial topics.
Adept at collaborating with cross-functional teams to address diverse client needs.
Benefits