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At Wegner CPAs, People First Culture is not just a catchphrase, it is a core value. We believe our staff is our most valuable asset, and it is a priority to develop and retain our talent. We are invested in our staff and their well-being and are happy to accommodate the work environment that is right for you, including remote, hybrid, or in person.
The Supervisor is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients and supervising, developing, and mentoring staff.
Primary Duties/Responsibilities
- Prepare complex business tax returns and financial statement engagements.
- Research client questions and provide useful business advice to clients.
- 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.
- Performs miscellaneous job-related duties as assigned.
Supervisory Responsibilities
- Supervise Staff and Senior Accountants on larger engagements.
- Evaluate the performance of Staff and Senior Accountants and recommend training needs.
Required Education
Bachelor’s Degree in Accounting
Certifications
Certified Public Accountant (CPA) desired.
Skills and Experience
- Minimum of four (4) years of progressive accounting experience leading to and/or related to the duties and responsibilities specified.
- Proficiency in Microsoft Office and accounting software.
- Proficient in ProSystems Tax, Fixed Assets, and Engagement 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 desired.
AA/EOE