For accounting professionals with 0-4 years of experience. Job responsibilities may vary based on experience. 

Job Responsibilities

• Prepare individual, s-corp, partnership, and other various tax returns for a diverse group of clients
• Track Tax Return Progress in XCMPrepare corporate, individual, partnership and other various returns for a diverse group of clients
• Manage client relationships and satisfaction through open communication and timeliness
  

Qualifications

• Bachelor’s Degree in Accounting is required
• 150 Credit Hours (As required for the CPA Exam) or demonstrated pursuit of 150 credit hours
• Strong problem-solving, logic and reasoning capabilities
• Excellent analytical, organizational, and written/verbal communication skills
• A demonstrated ability to remain organized and prioritize under time-sensitive and challenging conditions
• Strong work ethic and ability to operate in a fast-paced environment
  

For accounting professionals with 5+ years of experience. Job responsibilities may vary based on experience. 

Job Responsibilities

• Lead and manage multiple tax engagements to deliver quality tax services for our clients
• Manage engagement efficiently by timely assignment, supervision and review of work; conducts timely billing on all engagements for which he/she is responsible
• Provide leadership, guidance, and training to other accountants
• Prepare and review complex personal, corporate, partnership, and other tax returns
• Demonstrate a high level of technical proficiency and stay current on regulatory and industry changes affecting clients
• Maintain and service existing client relationships and demonstrate knowledge of client business
• Promote new ideas and business solutions that result in extended services to existing clients.
• Build client relationships and manage client expectations with enthusiasm and leadership.
• Ensure timely filing of all client-related tax returns and documents
• Generate new business opportunities within the current client base and outside of our network.
• Research tax issues to develop effective tax planning strategies
• Respond to federal and state tax notices that impact clients, and represent clients in any potential tax audit
• Communicate complex tax issues to non-tax professionals and clients
  
  

Qualifications

• Bachelor’s or Master's degree in Accounting or Tax
• CPA, EA, or JD certification 
• 5+ years of technical tax experience in public accounting
• Strong experience with individual taxation (high net worth)
• Strong problem-solving, logic and reasoning capabilities
• Excellent analytical, organizational, and written/verbal communication skills
• A demonstrated ability to remain organized and prioritize under time-sensitive and challenging conditions
• Ability to translate complex data from a range of sources into client-ready insights and deliverables
• Developed public accounting management experience
• High proficiency in technology and applicable software programs
• Collaborative team player
• Management experience is a plus
• Strong work ethic and ability to operate in a fast-paced environment