The entrepreneurial CPA firm for family offices, middle market organizations, and ultra-high net worth families.
Accounting • Strategic Business Advisory • High Net Worth Services • Tax Planning • Business Valuation
51 - 200
August 29
The entrepreneurial CPA firm for family offices, middle market organizations, and ultra-high net worth families.
Accounting • Strategic Business Advisory • High Net Worth Services • Tax Planning • Business Valuation
51 - 200
•Serve as the Engagement Manager on specific tax client accounts, taking responsibility for planning, execution, final deliverable and billing and collections •Review complex individual, partnership, S and C corporate tax returns, as well as nonprofit and trust tax returns and work papers using CCH Axcess and Advance Flow •Develop a detailed tax engagement work plan, including budgets and timeline for delivery •Monitor project status against the budget and communicate schedule adjustments to management •Effectively analyze client transactions and unusual situations with a level of complexity in incorporating the tax effect of the transaction or situation •Recognize and resolve potential and/or existing problems with appropriate tax research and consulting, if necessary, using various tax research platforms •Maintain lines of communication with both staff and clients to address client concerns and identify opportunities to increase level and type of services •Work closely with clients and partners within our client-based approach to provide outstanding client service and to build client confidence in and trust for firm services •Develop team member's technical and industry skills and encourage growth
•Bachelor's Degree in Accounting, Masters in Taxation a plus •CPA required •8+ years with public accounting firm experience with tax focus •Be a team player and willing to roll up your sleeves if needed •Proactive problem solver with analytical skills •Self-motivated with excellent follow through •Solid communication skills
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🇺🇸 United States – Remote
💰 Venture Round on 2020-12
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Tax
🗽 H1B Visa Sponsor