Description. SUMMARY. Handles complex assignments and begins to learn the complete process of managing all tasks regarding client work, takes lead role in reviewing work of less experienced staff, and plays an active role in the liaison to client management by performing the following duties. DUTIES AND RESPONSIBILITIES. Prepares more complex individual, partnership, and corporate income tax returns in various industries under the direction of th...
Description. . SUMMARY. Provides high-touch, strategic financial services to clients across a variety of industries including real estate, restaurants, medical practices, and nonprofits. This client-facing role involves both day-to-day operational oversight and longer-term strategic finance initiatives, including budgeting, cash flow management, and KPI development by performing the following duties. . DUTIES AND RESPONSIBILITIES. Operational Fin...
Description. . SUMMARY. Provides high-touch, strategic financial services to clients across a variety of industries including real estate, restaurants, medical practices, and nonprofits. This client-facing role involves both day-to-day operational oversight and longer-term strategic finance initiatives, including budgeting, cash flow management, and KPI development by performing the following duties. DUTIES AND RESPONSIBILITIES. Operational Finan...
Description. SUMMARY. Liaison between partners, directors, professional staff, and clients. responsible for managing multiple client engagements simultaneously by scheduling, staffing, and coordinating engagement workflow. provides training and feedback to team members and develops relationships to generate new business for the firm by performing the following duties. DUTIES AND RESPONSIBILITIES. Client Service & Technical. Exhibits the technical...
Description. SUMMARY. Liaison between partners, directors, professional staff, and clients. responsible for managing multiple client engagements simultaneously by scheduling, staffing, and coordinating engagement workflow. provides training and feedback to team members and develops relationships to generate new business for the firm by performing the following duties. DUTIES AND RESPONSIBILITIES. Client Service & Technical. Exhibits the technical...
Description. SUMMARY. Applies technical knowledge to assess risks, evaluate clients’ internal control structure, perform testing to identify and resolve accounting or reporting issues, and draft financial statements by performing the following duties. DUTIES AND RESPONSIBILITIES. Executes client audit engagement activities under the direction of the Senior, Manager, Senior Manager, Director or Partner by providing timely, high quality service. Pa...
Description. SUMMARY. Completes and runs engagements from the planning phase to meeting with the client at the conclusion. Responsible for developing strong client relationships that are nurtured throughout the year and developing younger staff by performing the following duties. DUTIES AND RESPONSIBILITIES. Exhibits the technical knowledge and has the ability to direct fieldwork on assigned engagements from engagement planning to completion, inc...
Description. SUMMARY. Manages specific client groups by advising clients on a full spectrum of corporate tax services. develops, motivates, and trains team members. manages client needs with respect to tax services and federal and state tax compliance. and assists with new business development as well as extended services to existing clients by performing the following duties. DUTIES AND RESPONSIBILITIES. Client Service & Technical. Manages and p...
Description. SUMMARY. . Provides essential support to all departments of the firm, ensuring efficient office operations by performing a variety of tasks, including assembling tax returns and other documents, organizing and scanning Firm and client documents, and assisting with general administrative tasks by performing the following duties. DUTIES AND RESPONSIBILITIES. . Assembles tax returns both manually and electronically, audit reports/financ...
Description. SUMMARY. Under close supervision, applies technical knowledge to assess risks, evaluate clients’ internal control structure, perform testing to identify and resolve accounting or reporting issues, and draft financial statements by performing the following duties. DUTIES AND RESPONSIBILITIES. Executes client audit engagement activities under the direction of the In-Charge, Senior, Manager, Senior Manager, Director or Partner by provid...
Description. SUMMARY. Manages specific client groups by advising clients on a full spectrum of corporate tax services. develops, motivates, and trains team members. manages client needs with respect to tax services and federal and state tax compliance. and assists with new business development as well as extended services to existing clients by performing the following duties. DUTIES AND RESPONSIBILITIES. Client Service & Technical. Manages and p...
Description. SUMMARY. Manages specific client groups by advising clients on a full spectrum of corporate tax services. develops, motivates, and trains team members. manages client needs with respect to tax services and federal and state tax compliance. and assists with new business development as well as extended services to existing clients by performing the following duties. DUTIES AND RESPONSIBILITIES. Client Service & Technical. Manages and p...
