- Overall successful completion of client engagements including compilations, tax compliance, preparation, research, correspondence and planning
- Scope of work will focus on (but not limited to) Trusts, S-Corps, 1040's
- Develop an understanding of a client’s business and aspects of their industry
- Review and prepare clear and concise working papers
- Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends
- Develop effective working relationships with internal and external clients
- Assist with development and retention of clients, including the ability to cross-sell services
- Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax
- Deliver projects/engagements on time, within budget and to client's satisfaction
- Manage, mentor, and develop staff inclusive of oversight on client engagements and providing evaluative feedback
Requirements
- A minimum of a bachelor's degree in accounting
- CPA or EA certification
- A minimum of five years of relevant CPA firm experience
- Ability to develop and sustain business relationships for the purpose of increasing the client base
- Tax software, Microsoft Suite proficiencyAbility and willingness to travel in the region
Core Competencies
Demonstrates expertise in tax compliance, preparation, and planning, with a strong focus on client engagement and relationship management. Proficient in developing working papers and delivering projects on time while mentoring staff and enhancing client retention.
Highest-signal resume keywords
- CPA Certification
- Tax Compliance
- Client Engagement
- Microsoft Suite Proficiency
- Business Relationship Development
ATS Optimization Keywords
Hard Skills
- Tax Preparation
- Tax Planning
- Budgeting
- Cash Flow Projections
- Trusts
- S-Corps
- 1040 Preparation
- Working Papers Review
- Data Analysis
- Client Retention Strategies
Soft Skills
- Effective Communication
- Mentoring
- Relationship Building
- Problem Solving
- Team Development
Certifications & Qualifications
- CPA
- EA
Industry Keywords
- Client Engagements
- Tax Compliance
- Accounting
- CPA Firm Experience
- Business Trends
Tools & Technologies
- Tax Software
- Microsoft Suite