Key skills
CommunicationProblem SolvingSales
About this role
Role Overview
- Prepare/write up full monthly work for more complex clients
- Review monthly work prepared by Associates and other Seniors
- Assist with monthly prep as needed and provide quality feedback
- Confirm work is flowing through Associates and Seniors with minimal edits
- Assist with training and development of Staff and Seniors
- Increased client responsibility
- Delegate tasks appropriately
- Communicate with team members for missing items for monthly work
- Calculate and analyze financial ratios
- Complete more complex business and personal tax returns
- Begin client relationship
- Discuss open items
- Review financial ratios
- Start to work independently with minimal review on work performed
- Understand priorities and communicate those priorities effectively
- Ability to meet budget and realization goals for both for clients and team
Requirements
- 2-4 Years’ experience in accounting or tax
- Bachelor’s Degree preferred (accounting, business, economics, finance, etc.)
- Experience with tax return or financial statement preparation
- Strong attention to detail
- Ability to work well in a team environment
- Ability to be flexible
- Ability to think critically
- Demonstrate excellent analytical and problem solving skills
- Ability to handle more than one project / task at a time
- Exceptional Communication and Writing Skills internally and externally
- Ability to learn different software and understand how they work and improve the firm in total
- Proficient communication skills to talk to clients and team members
- Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, Etc.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options