Understands and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.)
Manage the engagement (job) project management, billing, ensures QC (technical) standards are being abided by
Extremely organized and able to lead a team while juggling various projects
Ensure tax compliance projects are completed timely and of high-quality low risk
Takes care of the client (meets deadlines, timely communication)
Develops engagement team (prepares staff to the next level of their careers based on their technical savviness and willingness to accept a promotion)
Interacts closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Plans, executes, and monitors multiple client service teams, including budgets and production goals.
Provides primary and secondary review of complex tax returns.
Supervises, trains, develops, and coaches staff and senior associates.
Effectively and efficiently coordinate with Federal and SALT team members.
Builds new and existing client relationships and demonstrates basic knowledge of client's businesses.
Research and document tax technical issues.
Requirements
Bachelor’s degree in accounting or another relevant field required
Master’s degree in accounting beneficial, master’s degree in taxation preferred
6 or more years of prior public accounting experience with an international tax focus.
Prior supervisory experience required
CPA license required
Possession of other professional degrees or certifications applicable to role beneficial
Experience with tax research databases such as BNA and RIA
Proficient in all tax compliance process software including GoFileRoom, CCH ProSystems, Axcess Tax, Engagement, BNA Depreciation Software, or comparable programs and standard tax workpapers
Superior verbal and written communication skills
Ability to effectively delegate work
Strong analytical, research and critical thinking skills as well as decision-making skills, understand and be able to review complex calculations and workpapers that support U.S. international tax positions taken on tax returns
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.