FLSA Status: Exempt

Position Summary

The individual in this position prepares tax returns, standard accounting work papers and statements, and other financial reports.   Responsibilities also include preparing statistical and account analyses.  He/she is familiar with tax and audit standard concepts, practices and procedures.  Leads and directs the work of others.  Relies on extensive experience and judgment to accomplish goals.   A wide degree of creativity and latitude is expected.

Required Experience and Education

A current and valid CPA license is required.  Must be a member in good standing with the American Institute of CPAs and respective state societies.  5-7 years experience in public accounting or consulting, demonstrating a progression in complexity, scope, and number of projects.

Major Duties and Responsibilities

  • Responsible for maintaining tax records and preparing tax returns, related schedules and related reports
  • Responsible for supervising and reviewing the work of others
  • Maintains in depth knowledge of accounting and tax matters, and specialized industries or functional/technical areas
  • Ensures top quality client service
  • Consistently applies effective project management skills in order to plan and coordinate multiple engagements
  • Participates in mentoring, training, recruiting, retention and team-building activities
  • Complies with all firm policies and procedures
  • Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions
  • Maintains accurate time and expense records to ensure proper billing of clients
  • Anticipates problem areas and questions that will arise during the course of a project
  • Uses established network of business relationships to generate new sales opportunities for continued development of client base
  • Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
  • Demonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skills
  • Increasingly builds knowledge base on the firm’s industry lines and service offerings
  • Performs other duties as assigned

Desired Skills, Abilities and Characteristics

  • Leads by example exhibiting integrity, energy, enthusiasm, dedication, and commitment
  • Professional and mature attitude
  • Ability to maintain confidentiality of firm and client information
  • Effectively communicate through oral and written means
  • Client service oriented
  • Effectively manage people with poise and professionalism
  • Promotes the vision, missions, and core values of the firm and supports the one-firm concept
  • Demonstrates the ability to properly delegate and manage workload and train others on the proper delegation and management of work
  • Aptitude to learn and effectively use multiple software applications
  • Ability to apply principles of accounting to analyze and prepare financial information
  • Excellent organizational skills
  • Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors and clients
  • Strong presentation skills
  • Ability to work well with others

Working Conditions

Normal office hours are 8:00 a.m. to 5:00 p.m. Monday through Friday.  Additional hours are required.  There may be occasional overnight travel out-of-town.