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About the role
Key responsibilities & impact- Review monthly work for more complex clients
- Perform budget and profitability assessments
- Work independently as a lead on medium level clients, receive assistance to gain knowledge on more complex clients
- Train and develop Supervisors
- Manage workloads and timelines
- Onboard new clients
- Prepare and review consulting level task/projects
- Handle more complex work assignments
- Ensure quality of work and client service
- Work on firm projects that increase productivity, revenue, and overall firm success
- Start to prepare presentations for clients, building network for revenue growth, and start to find their area of expertise
- Assist with client billing
Requirements
What you’ll need- 5-7 Years’ relevant experience
- Bachelor’s degree in accounting, business, economics, finance, or related field
- CPA candidate or CPA license preferred
- Prior tax return or financial statement preparation and review experience
- Consulting experience preferred
- Team and task management experience preferred
- Strong attention to detail
- Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, etc.
- Possess strong Leadership skills
- Demonstrate excellent analytical and problem solving skills
- Ability to work on many task/projects
- Ability to be flexible
- Ability to think critically
- Possess strong Interpersonal skills
- Experience supervising a team
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
budget assessmentprofitability assessmenttax return preparationfinancial statement preparationconsultingproject managementclient onboardingpresentation preparationanalytical skillsproblem solving
Soft Skills
leadershipattention to detailteam managementtask managementflexibilitycritical thinkinginterpersonal skills
Certifications
CPA candidateCPA license