Providing tax planning and compliance services for high net worth individuals and related trusts
Developing and sustaining excellent client relationships to a level of becoming a trusted advisor
Identifying issues and recommending creative solutions to complex client issues
Managing client engagements to achieve optimum service expectations
Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business
Holding yourself and others accountable for business development goals
Recruiting, developing, and motivating team members
Creating a highly collaborative environment in which team members reach out to others for input and ideas
Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead.
Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization.
Requirements
Bachelors degree in accounting or finance; Masters degree in Tax preferred; or equivalent combination of relevant education and experience
5+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow.
CPA certification
Ability to multitask
Leadership and project management skills
Excellent communication and networking acumen
Ability to manage and grow strong customer relationships
Experience with tax software and technology
Benefits
generous time away and paid firm holidays, including the week between Christmas and New Year’s
flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
first-class health and wellness benefits, including wellness coaching and mental health counseling
one-on-one professional coaching
Leadership and career development programs
access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
