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Position Mission: Responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients, while supervising, developing and mentoring staff.

How will you achieve this mission?

  • Prepare complex business tax returns and financial statement engagements
  • Research client questions and provide useful business advice
  • Serve as a resource by reviewing tax returns and financial statements
  • Assume increasing levels of responsibility for managing clients and be a relationship manager
  • Develop and execute a Personal Marketing Plan
  • Increase attendance at client events
  • Identify niches or sectors in which to develop contacts, begin attending non-client events in these niches or sectors, and/or begin active membership in relevant associations
  • Participate in new client proposals
  • Serve as a mentor to team members, provide critical and constructive feedback, and keep team members supplied with work=
  • Evaluate performance of Staff and Senior Accountants and recommend training needs
  • Supervise Staff and Senior Accountants on larger engagements

What will you need to achieve this mission?

  • Minimum of four (4) years of progressive accounting experience leading to and/or related to the duties and responsibilities specified
  • Proficiency in Microsoft Office
  • Proficient in CCH Axcess Tax and Document Software
  • Prior supervisory experience desired
  • Demonstrated knowledge of GAAP
  • Demonstrated effective teamwork and leadership skills
  • Possess excellent written and verbal communication skills
  • Previous experience working in a public accounting firm is desired