Job Description
Job Description
Responsibilities:
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- Prepare and review complex tax returns, including individual, corporate, partnership, and estate and trust.
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- Provide clients with tax planning and financial consulting services.
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- Conduct in-depth tax research on complex issues.
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- Supervise and mentor junior and senior staff members.
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- Manage and grow client accounts, ensuring high levels of service and satisfaction.
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- Collaborate with firm partners on business and tax planning strategies.
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- Manage a client portfolio, ensuring their needs are met with precision and care
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Qualifications:
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- Bachelor's degree in Accounting, Finance, or a related field (Master's degree in Taxation preferred)
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- Experience in a managerial role
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- 8-10 years experience in public accounting
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- CPA license preferred
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- Experience with individual, corporate, partnership, and estate/trust tax returns
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Skills
Accountingunmatched
Business Planunmatched
Certified Public Accountant (CPA)unmatched
Financeunmatched
Financial Planningunmatched
Financial Servicesunmatched
Mentoringunmatched
Public Accountingunmatched
Sales Managementunmatched
Strategic Planningunmatched
Tax Planningunmatched
Tax Returnsunmatched
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