Qualifications
- Up-to-date on the ever-changing tax industry’s regulations and policies.
- Exposure to a variety of industries and the ability to read a financial statement.
- CPA license w/5+ yrs experience in public accounting tax work.
Responsiblities
- Manage and review high-level returns for our clients in various industries.
- Work with the client and staff to ensure tax returns, consulting, and provisions are completed correctly and by the required deadline.
- Review, approve and sign tax returns for release to clients.
- Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
- Gather relevant tax-related information from the client so an accurate tax return can be prepared.
- Look at tax situations from various angles to ensure the maximum tax benefit is applied.
- Network, build relationships and attract new clients or business for the Firm.
- Bill clients for the services and guidance provided.