Major Responsibilities:
- Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with Client 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
Requirements
CPA required
Bachelors degree in Accounting or related degree
Five or more 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
Proficiency in Microsoft Office programs (Word and Excel required).
Excellent verbal and written communication
Strict adherence to professional
Ability to successfully contribute to the success of a strategic business unit of the firm
Benefits
comprehensive benefit package
CPA required Bachelors degree in Accounting or related degree Five or more 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 Proficiency in Microsoft Office programs (Word and Excel required). Excellent verbal and written communication Strict adherence to professional Ability to successfully contribute to the success of a strategic business unit of the firm