Oversee and manage multiple client engagements; planning, executing, directing, and completing engagements across several industries, including non-profits and small businesses.
Develop and maintain excellent client relationships through superior customer service. Serve as the primary client contact on all related matters and directly interact with client owners and senior personnel.
Education, Skills and Experience:
Thorough knowledge and use of ProsystemsFx Engagement and Prosystems Tax are key for this role;
Experience: 5+ years of progressive CPA firm experience
Background in audits required - Some tax experience preferred
Bachelor’s in Accounting (Required Minimum)
Prepare all necessary audit reports, financial statements and related disclosures.
Supervise, train, and mentor associates and interns on audit process, as needed
Keep current on industry developments and ensure professional development through ongoing education
Communicate with clients as needed
Anticipate and address client concerns, escalating problems as they arise
Participate in firm initiatives aimed at continually improving the department’s processes and supporting infrastructure
QuickBooks experience a plus
Solid analytical skills
Team-oriented with a strong sense of ownership and accountability
Strong leadership, interpersonal, and relationship management skills
Strong verbal and written communication skills
Progression towards CPA certification
About Stone & Co, LLC
Stone & Company, LLC is an independent, certified public accounting firm located in Lexington, Massachusetts. We service closely held companies, non-profit organizations and high net-worth individuals, providing a broad range of services which include accounting, auditing and attestation, consulting, and tax services.
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