Job Description
Job Description
Essential Functions:
- Provide a final technical review on tax returns and documents for the majority of client base
- Research tax issues and resolutions/recommendations for those issues
- Stay abreast of developments and changes in tax law and accounting procedures
- Direct, coordinate, schedule and exercise functional authority for planning, organizing, coordinating and interfacing with clients to ensure all deadlines are met
- Communicate and interface with clients to ensure the clients best interests are achieved
- Direct and support subordinates activities to achieve objectives and set budgets by providing necessary resources and creating an enjoyable work environment to ensure quality and high performance
- Facilitate the monitoring of the quality of our product and the performance of our personnel
- Assign, track and manage tasks/projects that are sent to staff/supervisors to prepare
- Take an active role in developing staff and supervisors
- Continually build and nurture an internal and external network and leverage effective relationships to develop new business opportunities
- Manage and oversee real-time and monthly billing functions and collections, and monitor additions to WIP, aging and write-downs
- Facilitate and participate in in-house CPE and training activities
Qualifications:
- CPA Certification is preferred
- Minimum 10 years of public accounting experience
- Demonstrated leadership ability
- Well-developed decision-making skills and initiative to make those decisions
- Work calmly and effectively under pressure
- Prioritize a heavy work load and remain organized