has roots, which can be traced over 80 years. position requires you to be in the office 5 days a week. (Located right on the )
Manage multiple engagements to meet client deliverables
Work collaboratively with all levels of staff on client engagements
Review complex and multi-state corporate, partnership, fiduciary and individual income tax returns
Tax preparation responsibility for the more complex tax returns, as needed
1040's, 1041's, 1120's, 1065's
Understanding of Estate and Trusts
Financial planning for high-net-worth individuals (estates, gifting, & IRA)
Manage resolving tax notices and examinations with government agencies
Perform tax research and training on various related topics
Year-end tax projections/strategies for quarterly estimates & tax planning
Oversee and manage workflow and client relationships
Supervise staff accountants on multiple engagements simultaneously, and evaluate their progress
Train and mentor staff accountants
Provide educational client-focused communications and webinars, as needed
Possess strong technical taxation skills and the ability to form strong client relationships
MAIN REQUIREMENTS & QUALIFICATIONS:
- 3 to 5+ years of public accounting experience leading multiple engagements
- CPA preferred/required with diversified tax background
- Financial Assurance / Audit work experience is a plus.
- Working knowledge of CCH Axcess Tax, Engagement and QuickBooks
- Team player with leadership and staff development skills
- Effective communicator with problem solving and analytical abilities
- Strong organizational and time management skills
