Job Description
Job Description
Job description:
Client is a distinguished and growing accounting firm known for providing exceptional tax and financial solutions to a wide range of clients. We pride ourselves on delivering accurate, strategic advice and unparalleled client service.
We are seeking a licensed Certified Public Accountant (CPA) to serve as a Subject Matter Expert within our firm. This critical role focuses on reviewing completed bookkeeping files and tax return submissions prepared by our internal team, as well as personally managing high-profile and advanced client accounts with the support of junior and senior staff. The ideal candidate brings deep expertise in both accounting and taxation, an exceptional eye for detail, and a passion for mentorship and excellence.
Responsibilities:
· Perform final quality reviews of client bookkeeping files and financial statements for accuracy, completeness, and compliance.
· Conduct detailed technical reviews of individual, partnership, and corporate tax returns to ensure adherence to current tax laws.
· Personally manage and work on high-profile and complex client accounts, utilizing a team-based approach to ensure excellence in service and deliverables.
· Identify errors, inconsistencies, and opportunities for enhanced tax planning, and communicate actionable feedback to the team.
· Collaborate with firm leadership to develop best practices for quality assurance, workflow efficiency, and technical training.
· Stay current with changes to tax regulations and accounting standards and share knowledge with the broader team.
Qualifications:
· Active CPA license (required).
· Bachelor's degree in Accounting, Finance, or related field (Master's degree preferred).
· Minimum of 10 years of progressive experience in public accounting with a focus on tax review and financial reporting.
· Demonstrated expertise in handling complex and high-net-worth client matters.
· Expert proficiency with tax software, QuickBooks, and Google Docs Suite.
· Excellent analytical, communication, and mentorship skills.
· Ability to thrive in a deadline-driven, fast-paced environment with minimal supervision.
Experience:
· Tax review and accounting review: 10 years (Required)
License/Certification:
· Active CPA License (Required)
· PTIN (Required)