Our client, a regional CPA Firm, is looking for tax talent!!!!! This firm has less than 20 individual and 5 S-Corp Returns. Do you love corporate tax (Federal, State & Partnership Returns – Oil & Gas, Manufacturing & Distribution). This could be the place for you!!!!!
Tax Senior Staff
The Senior Tax Staff works independently and has direct client contact.
Essential duties include:
- Demonstrates a senior level of technical knowledge in tax matters and related issues
- Possesses the experience and judgment needed to make decisions in the day-to-day performance of an engagement
- Demonstrates high level of teamwork with other team members
- Establishes rapport with client contacts. Performs technical work on complex returns
- Consults with Supervisor to advise clients about improvements to their systems and procedures
Education and Experience Required: Bachelor’s degree in Accounting or a Master’s degree with an emphasis in accounting. CPA certification preferred or must be actively pursuing CPA certification by sitting for all scheduled exams. Two to three years of professional level tax experience in public accounting.
Tax Supervisor
The Tax Supervisor has demonstrated technical proficiency in tax matters and the ability to plan and supervise entire engagements.
Essential duties include:
- Plans and supervises all components of tax engagements of varying complexities
- Defines complex tax issues, including establishing the facts of the matter, performs or supervises related research and provides conclusions and recommendations based on the needs of the client
- Mentors team members and writes performance evaluations
- Develops client relationships as work is performed
- Learns/understands the client’s business and related issues
- Chooses practice specialty by industry or other area of focus, as supported by Firm policies
- Develops prospective client and other professional contacts and relationships beneficial to the Firm
- Recognizes the need to provide additional services to existing clients by teaming with the other practice areas of the Firm available from other departments
Education and Experience Required: A Bachelor’s degree in Accounting or a Master’s degree with an emphasis in accounting or an MBA is required. CPA certification is preferred, or must be actively pursuing CPA certification by sitting for all scheduled exams. Four to five years of related experience, preferably in public accounting, with demonstrated progression in complexity of tax engagements and demonstrated leadership abilities.
Tax Manager
The Tax Manager is a CPA with more than seven years of experience, including two years’ experience as a Tax Supervisor. The Manager has responsibility for management of multiple engagements and serves as the primary contact with the client.
The Tax Manager:
- Supervises and verifies the technical research for multiple complete tax engagements
- Serves as the primary contact with the client during the engagement; responsible for ensuring quality of work performed and satisfaction of client
- Reviews the preparation of individual, corporate, partnership, fiduciary and non-profit tax returns
- Recruits, trains, mentors, motivates and evaluates team members
- Deepens professional development in an industry and/or other specialty area, as supported by Firm policy
- Actively participates in the Firm’s marketing program, member of sales team, prepares presentations to prospective clients
- Actively builds and manages professional contacts through membership in professional and community organizations
- Works with clients to deepen/strengthen relationship with the entire Firm. Actively seeks opportunities to provide additional services as dictated by the needs of the client
- Takes an active role in AICPA activities and serves as an instructor in the Firm’s in-house CPE Program
- Has knowledge of the Firm’s abilities and products and has the ability to provide solutions to clients based on the Firm’s resources
Education and Experience Required: A Bachelor’s degree in Accounting or a Master’s degree with an emphasis in accounting or an MBA is required. CPA certification is also required. Seven to ten years of related experience, preferably in public accounting, with demonstrated progression in complexity of tax engagements and demonstrated leadership abilities.
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