- Review tax returns for individuals, partnerships, and corporation
- Review tax adjustments to financial statements to prepare returns
- To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen.
- Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
- Consistently handle the complete client engagement and relationship.
- Ensure expectations are clear with the Client Ambassador on deadlines and expectations.
- Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients.
- Establish engagement project budgets and due dates.
- Completes engagements on time, on budget, with highest quality.
- Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance.
Requirements
- Bachelor’s degree in Accounting or Taxation; Master’s degree in taxation is a plus
- CPA License or eligibility to take CPA exam preferred
- Experience using tax preparation software and applications.
- Excellent analytical and technical skills
- Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
- Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes.
- Ability to work on multiple projects at a given time.
- Motivated to meet client deadlines and provide superior client service
- A team player with strong relationship skills.
Core Competencies
Demonstrates expertise in tax return review for individuals, partnerships, and corporations, while ensuring compliance and delivering high-quality client service. Proficient in managing client engagements, project budgets, and administrative functions to achieve timely and effective results.
Highest-signal resume keywords
- Tax Return Review
- CPA License
- Tax Preparation Software
- Analytical Skills
- Client Relationship Management
ATS Optimization Keywords
Hard Skills
- Tax Return Review
- Tax Adjustments
- Financial Statement Preparation
- Analytical Skills
- Technical Skills
Soft Skills
- Great Communicator
- Team Player
- Relationship Skills
- Motivated
- Cross-Functional Collaboration
Certifications & Qualifications
- CPA License
- Bachelor’s Degree in Accounting
- Master’s Degree in Taxation
Industry Keywords
- Client Engagement
- Compliance Assurance
- Business Acumen
- Project Budgets
- Administrative Functions
Tools & Technologies
- Tax Preparation Software