Overview
This role is with a top 50 largest independent advisory, tax, and audit firm in the United States. The organization values a supportive and flexible work environment that encourages professional growth and collaboration. The firm has been employee-owned since 2001, fostering a culture of shared success and continuous learning.
Responsibilities
- Demonstrate comprehensive knowledge of the firm's philosophy regarding financial, tax, and consulting matters, ensuring adherence to professional and firm standards.
- Maintain ongoing client contact throughout the year, developing a thorough understanding of the client and all aspects of their business.
- Plan, schedule, and staff engagements in accordance with firm policies and procedures.
- Supervise staff, provide on-the-job training, review tax returns and related work papers prepared by staff, and conduct performance evaluations.
- Identify potential problem areas in engagements and develop procedures to address them; keep supervisors informed of significant developments and recommend solutions.
- Communicate engagement progress, issues, and resolutions to clients through written and oral correspondence.
- Prepare client invoices, communicate fee details, and assist in the collection of overdue accounts.
- Stay informed about general economic and political trends that may impact tax legislation or the business climate.
- Perform supervisory reviews of complex tax returns and governmental tax examinations.
- Take responsibility for preparing more complex business tax returns.
- Delegate and manage governmental tax examinations and may represent clients before appropriate tax authorities.
Equal Opportunity
The employer is an equal opportunity organization. All qualified applicants will receive consideration without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
Application Policy
Resumes are accepted only when submitted directly by candidates or through referrals from current employees. Resumes or candidate profiles sent by staffing agencies or fee-based referral services will not be considered unless there is a signed vendor contract. The organization does not pay fees to recruiters or agencies without a signed vendor contract.