Duties and Responsibilities

• Deliver a full range of tax services in compliance with federal and state laws and regulations.
• Ability to prepare financial statements.
• Identify and mitigate tax risks.
• Supervise and mentor accounting staff and assess performance.
• Read and be familiar with pronouncements from the AICPA, FASB, and GASB.
• Stay up to date on firm policies, procedures, and the AICPA and the state CPA society’s rules, regulations, and Code of Ethics.
• Market the firm to new clients and look for opportunities to provide additional services to our existing clients.
• Monitor progress of engagements in relation to budgets and deadlines.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining a personal network; participation in professional organizations.
• Leads and nurtures a work culture that promotes open and frequent communication among staff; stimulating teamwork to accomplish desired goals and objectives.
• Supports the partner team and contributes to the development of the business plan.
• Must be able to travel to client locations (usually within one to two hours of the office), approximately 50-60%.
• Perform other job functions and projects as requested to support the firm.

Skills and Qualifications

• Minimum 8 to 10 years’ experience in commercial client experience.
• Bachelor’s degree in Accounting Required.  Master’s degree in Accountancy preferred.
• CPA required.
• Supervisory experience.
• Good work ethic, service driven, strong organizational and analytical skills, and the ability to take on responsibility and leadership.
• Proven track record of marketing to, bringing in, and managing new clients.
• Willingness to drive firm initiatives and lead new firm projects.
• Excellent presentation, communication, listening, and interpersonal skills.
• Excellent written and oral communication skills.