San Francisco, CA30+ days ago
Conduct online tax research • Accounting work needed for tax returns • Develop and nurture long-term relationships with client • Develop solutions for clients and champion the implementation of ideas • Review and confirm assignment objectives, scope and work plan with client • Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles • Anticipate, identify and resolves complex assignment issues • Seek regular client assessment of assignment progress and overall feedback on performance • Manage groups to ensure profitability in the short and long term • Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements • Support the partner team in the development and planning of practice unit strategy, objectives, and budgets • Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development • Build on strong coaching skills to mentor key talent • Share and transfer knowledge and skills to the team • Engage in ongoing personal development in line with the competency model • Performs other related duties as assigned. • Bachelor's degree in Accounting, Tax, Finance, or a related discipline • Active CPA license • Minimum of 7 years of progressive U.S. tax compliance and consulting experience in public accounting, with at least 2 years in a management or supervisory role • Demonstrated experience working with high-net-worth individuals, entertainers, athletes, family offices, and related entities (corporations, partnerships, trusts, and individuals) • Experience with multi-state and foreign tax returns • Proven track record of managing multiple complex client engagements simultaneously and ensuring timely delivery • Hands-on experience with tax preparation and review software • Strong project management skills, including budget oversight, resource allocation, and deadline management • Demonstrated ability to coach, mentor, and develop team members • Excellent research, writing, and analytical skills, with the ability to communicate complex tax matters clearly to non-tax professionals • Strong client service orientation with a proven ability to retain and grow client relationships • Flexibility to work from home while collaborating in person half the time.