Lead and manage multiple engagements to deliver quality accounting and tax services to our clients. This position offers excellent opportunities for leadership and career advancement for the right candidate.
Job Description
Manage and supervise accounting staff, review write-up, workpapers, adjusting entries, bank reconciliations, and client books and records.
Supervise, review and manage the preparation of compiled and reviewed GAAP and OCBOA financial statements.
Manage, supervise and review tax return preparation, extensions, and tax planning for all entity types (C-corp, S-corp, partnership, fiduciary, non-profit, gift, and multi-state).
Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or US Treasury Department.
Prepare and review complex tax planning projections for individual and corporate clients.
Communicate with IRS, state tax authorities and clients in reponse to audits, inquires, and tax notices.
Manage and monitor client deliverables and due dates.
Train staff, review and evaluate their work.
Assist with business development efforts, including but not limited to, meeting with prospective clients, evaluating clients' needs, and preparing fee quotes and proposals.
Engage in consulting and special projects as requested by management and clients.
Education, Experience & Skills
Bachelor's degree in accounting or finance.
Active CPA license with six or more years experience in public accounting.
Two or more years of significant supervisory experience.
Strong accounting and analytical skills.
Proficiency in Lacerte tax software, Quickbooks, Excel and Word.
Excellent interpersonal, verbal and written communication skills.