Description

Major Responsibilities:

• Provide outstanding service to a broad range of high-net-worth individuals, executives and business owners and related entities in accordance with our  Service Standards
• Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
• Manage engagements/assignments in a consistently profitable manner
• Review client engagement/assignment documentation, returns and work papers for accuracy
• Supervision of client engagement/assignment procedures
• Development of team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA)
• Provide team members with timely and candid performance feedback supporting the firm’s performance management process
• Plan and complete assignments in a timely manner
• Ability to recognize, research, document and satisfactorily resolve technical issues
• Generate new business and retain current business
• Expand services to existing clients

Preferred Experience/Background/Skills

• CPA required
• Bachelors degree in Accounting or related degree
• 9+ years of applicable experience in individual income tax planning and compliance
• Experience with trust income tax compliance a plus
• Ability to research technical issues and document results
• Ability to supervise, coach, and develop individuals and/or large groups.
• Proficiency in Microsoft Office programs (Word and Excel required).
• Excellent verbal and written communication skills.
• Strict adherence to professional ethics.
• Ability to successfully contribute to the success of a strategic business unit of the firm.

Must Haves:

• Bachelor’s degree in accounting or related degree.
• 9+ years of applicable experience in individual income tax planning and compliance.
• An active CPA license.
• Proficiency in Microsoft Office programs (Word and Excel required).

Nice to Haves:

• Experience with trust income tax compliance is a plus.
• Prior experience with one of the Big 4 accounting firms.
• Experience with the estate tax and high-value clients.

Additional Information:

• The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1st and April 15th, hours are more intensive given the tax season.
• Ability to work extra hours as determined by the workload and client expectations.
• Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly.
• Ability to sit for long periods of time.
• Ability to move throughout the office.
• Ability to lift, carry, push, and pull up to 30-50 pounds.