Financial Analyst
June 19, 2024Credit Manager
June 28, 2024Senior Tax Manager/Tax Manager
** Flexible hours and hybrid schedule**
Responsibilities:
- Plan and perform engagements including resource scheduling
- Begin developing niche/industry specialization
- Expand on advisory mindset and begin exhibiting related behaviors in client(s) interactions
- Oversee the efforts of multiple client engagements with the ability to manage and budget time and resources
- Complete engagements, and/or prepare complex tax returns and prepare file documentation for review by senior manager or partner with the expectation that no substantive changes will need to be made and any material issues have already been addressed
- Take professional ownership and responsibility for multiple engagements and competing priorities. Organize, coordinate, and manage while also meeting or beating deadlines and budgets
- Delegate work to effectively utilize resources
- Train and develop Interns, Associate, and Senior Associates providing feedback related to our business and the general business environment, their technical knowledge, skills and ability, engagement metrics, and soft skills all with the goal of a positive employee experience, staff learning and development and firm efficiencies
- Identify issues and recommend creative solutions to complex client issues
- Maintain proactive communication with clients and internal teams to manage expectations, ensure satisfaction
- Be the first point of contact on the majority of client accounts
- Pursue opportunities to provide additional service either within the department or across service lines, pursue leads and retain clients
- Continue to Develop a Center Of Influence (COI) group for the purposes of networking recruiting, future client relationships and business development. Specific annual business development goals will be discussed and agreed upon with Direct Report Manager each year.
- Recruit new and experienced staff
- Participate and lead various staff training courses or other firm meetings as needed
- Further exhibit the firm’s values both inside and outside by serving on professional or civic boards or participating in other activities which enhance your reputation and the firm
- Perform other job-related duties as necessary
Qualifications
- 2+ more years of qualifying public accounting experience
- CPA & Bachelors degree required
- Excellent analytical, technical skills and proficiency in area of concentration and possesses a thorough understanding of legal and regulatory requirements and pronouncements
- Experience managing multiple complex projects and priorities adhering to quality, deadlines and budgets
- Demonstrate an advisory mindset
- Experience coaching, mentoring, and developing staff
- Some experience identifying and/or attracting clients to the Firm
- Experience identifying opportunities to provide additional services to existing clients
- Proficient in building effective team(s), working effectively within the team(s), as well as independently
- Proficiency in Microsoft Office Suite
- Other specific qualifications may be required depending on specific service line or area of specialization