Review US business and individual tax forms/paperwork prepared by the junior staff
Proactive in managing the engagement; identifying and resolving issues, anticipating needs (client, Partner, and deliverable timelines) Develops a relationship and maintains contact with clients throughout the year; possesses thorough knowledge of client and all facets of clients business. Demonstrates excellent project management skills, and inspires teamwork and responsibility with engagement team members, and uses current technology and tools to enhance the effectiveness of deliverables and service. Plans, supervises, reviews and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards. This includes responsibility for the client adherence to compliance-related deadlines such as extensions, tax estimate requirements and tax return filings, supervising time budget development and working with internal staff and clients to plan engagement requirements, objectives and strategies. Communicates progress of engagements, problems and resolutions to client and team. Demonstrates a thorough understanding of complex tax concepts and their application to client situations. Mentoring and guiding a group of Tax staff, including their career development, training and professional development, productivity and performance. Evaluate the performance of Tax staff and provide verbal and written feedback regularly. Understand the firm s policies, procedures, and professional standards Displays strong social and teamwork skills; can interact with people in a variety of situations, listens and communicates well, is trusted by others, and can adapt to different work styles Seeks to continually learn, focus on continued personal development
Preferred Skills, Experience and Education:
Bachelor s or master s degree in business, Accounting, or Finance Chartered Accountant/Certified Public Accountant (CPA)/Enrolled Agent (EA) certification required High level of people and project management skills Minimum 6+ years of professional experience in public accounting working on US tax business and individual returns Successful problem-solving and analytical skills Proficient in the use of computers, accounting software and tax software programs Solid interpersonal and communication skills, both written and verbal Ability to train and supervise staff in tax, software skills, etc. Ability to perform under time pressures and meet deadlines Strong work ethic, honest and ethical