Overview
This role involves serving as a trusted advisor to clients, demonstrating industry knowledge, identifying client issues, and proactively communicating solution options. The position requires managing staff on engagement deliverables such as financial statements, tax returns, and work papers, ensuring quality control standards are met, and delivering projects on time and within budget.
Responsibilities
- Serve as client’s trusted advisor by understanding industry trends and client needs
- Manage staff and oversee engagement deliverables
- Conduct technical and strategic reviews as part of the final engagement review team
- Understand client organizations, procedures, and internal policies
- Develop new client relationships in partnership with upper management
- Participate in client meetings, presentations, and proposal development
- Manage and retain multiple client relationships, engagements, and special projects
- Develop overall engagement budgets
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients and explain variances
- Supervise, train, and mentor staff while fostering a positive team environment
- Support management decisions and contribute to a positive culture
- Participate in practice development activities to generate new business and cross-service opportunities
- Perform additional responsibilities as assigned
Minimum Qualifications
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years of supervisory experience
- Active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Strong verbal and written communication skills across all organizational levels
- Ability to travel based on client and business needs
- Proficient in applicable technology
Preferred Qualifications
- Master’s degree in Accounting, Taxation, or related field
Location
This position requires travel based on client and business needs.