- Oversee and manage various projects to ensure client requirements are met.
- Collaborate with team members at all levels during client projects.
- Supervise and review the work of junior accountants across multiple projects, providing feedback and guidance on their performance.
- Provide training and mentorship to junior accounting staff.
- Handle the review of complex tax returns for corporations, partnerships, trusts, and individuals across multiple states.
- Take on the responsibility of preparing complex tax returns when necessary, including forms 1040, 1041, 1120, and 1065.
- Have a comprehensive understanding of estate and trust taxation.
- Offer financial planning services to high-net-worth clients, focusing on estate planning, gift strategies, and IRA planning.
- Lead the response to tax notices and audits from tax authorities.
- Conduct tax research and offer training on various tax-related subjects.
- Manage year-end tax assessments, quarterly tax estimates, and develop tax planning strategies.
- Directly manage project workflows, client relationships, and a team of accounting professionals.
- Provide educational materials and host webinars for clients as required.
- Exhibit strong technical tax skills and the ability to build solid client relationships.
Requirements
- 3 to 5 years (or more) of experience in public accounting with a focus on managing multiple projects.
- CPA certification is highly preferred or required, with a broad knowledge of tax.
- Familiarity with CCH Axcess Tax, Engagement, and QuickBooks software.
- Ability to work well within a team, with skills in leadership and staff development.
- Strong communication skills, with the capability to solve problems and analyze information effectively. - Excellent organizational and time management skills.
Benefits
We are committed to delivering a rewarding experience to our customers and a stimulating career environment for our employees.
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Serendipity Recruiting is an Equal Opportunity Employer.
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CHECK OUT OUR CAREER PAGE.
"Changing client's lives, one candidate at a time."
https://tinyurl.com/Serendipity-Recruiting
https://tinyurl.com/Serendipity-Recruiting
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