Demonstration of professional interest in providing clients with quality services and personal attention by performing above and beyond the call of duty if necessary.
Assists in handling routine questions and audits from federal or state agencies.
Primary client contact on assigned clients, especially with respect to updating clients on progress of outstanding items and answering basic questions.
Assists client by advising of tax implications of their business objective and recommended alternate courses of action.
Successfully manages the planning, administration, and conclusion of client engagements.
Performs primary review of tax returns and written tax advice as requested.
Prepare/supervise preparation of tax accrual workpapers.
Reviews tax law developments and determines which developments apply to clients.
Recognizes potential technical tax issues. Works with partners and other client service team members and appropriate firm experts to manage timely resolution
Identifies and brings to the partner’s attention potential high-risk engagement issues.
Meet chargeable hour goal.
Fosters a team environment within the department and firm.
Act as a mentor and role model for staff.
Assists/teach interns and tax staff tax software and tax department procedures, as requested.
Conducts in-house training.
Develop department policies and procedures, as necessary.
Preferred candidate profile
Bachelor’s or master’s degree in accounting/finance or other relevant degree program
Qualified CA or CPA - must
Minimum 5 12yrs of public accounting experience, specifically US Taxation.
Minimum two years previous supervisory experience.
Must have exp working on GAAP or Generally Accepted Accounting Principles or US GAAP- US Tax
Proficient in Microsoft Office applications
Ability to multi-task with excellent written and verbal communication skills
Must be able to meet assigned deadlines in a fast-paced, team environment