Act as client’s trusted advisor, demonstrates knowledge of industry trends, detect client issues and conflicts; proactively communicate resolution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including an understanding of trends, industries, alternatives, etc.
Understand the client’s organization, procedures and internal policies
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
Manage and retain multiple client relationships, engagements and special projects
Responsible for billing and realization on assigned clients; explain variances
Supervise, train and mentor staff; listen and communicate effectively
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
Minimum of 7 years of solid and relevant experience in the area of accounting, high-wealth advisory and financial planning.
3 years supervisory experience
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Demonstrated use of Microsoft Office Suite, Datafaction, QuickBooks, Xero, and related commercial software
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Must be able to travel based on client and business needs
Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.