Lead client-facing engagement teams to complete review and compilation engagements, corporate and personal tax compliance and planning, budgeting, internal controls, and financial/accounting transactions.
Deliver industry and technical expertise to a broad range of private company clientele through client interactions, reports, technical work, management presentations and high-quality deliverables
Manage a portfolio of clients while understanding their business, key risks and ways to deliver added value
Ensure clients’ needs are met, and relationships and accounts grow and develop
Accountable for engagement planning and scheduling as well as project financials (i.e., budgets, WIPS, timely billing, collection, variance recognition)
Maintain quality control and apply specialized knowledge to anticipate, identify and address issues relevant to the client’s business, financial entries, and reports
Network in the local business community, consider business development opportunities and contribute to the preparation and delivery of competitive proposals to meet client needs
Mentor, motivate and coach team members toward professional and personal development by setting clear expectations, providing feedback and conducting performance reviews
Maintain flexibility to travel as necessary.
Requirements :
CPA designation
4 to 6 years of relevant public accounting experience
Strong understanding of business, accounting, management and practice development principles
Proven people management, relationship building and leadership skills