The Role
This company is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and valuation services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.
The client is team driven by their philosophy of"Integrity at our Core, Building Success Together, and a Passion for Excellence. Its focus and commitment are on the needs of its clients and their team. Clarifying and resolving complex issues that set them apart from other CPA firms.
As part of the team, you will work in a fast-paced environment. Corporate culture is about collaboration, teamwork, giving back to our communities, and partner access and accountability. The firm also believes there is no one way to progress in your career. They are flexible and embrace diversity. They provide team members with the right tools to succeed with a continual focus on technical training and other skills necessary to thrive in the world of public accounting. Join the team and Move Forward - Your Way!
Core Responsibilities
- Ensures overall engagement-team efficiency and client satisfaction.
- Interprets overall engagement results and communicates these results in an understandable manner to the client.
- Responsible for ensuring the engagement team is provided with frequent on-the-job feedback and invested in the engagement team's development and overall career success.
- Builds highly effective working relationships with clients and is the client's Trusted Advisor.
Education and Qualifications
- Bachelor's degree; Master's degree a plus.
- CPA Certificate.
- Must successfully pass a background check.
- Must be currently authorized to work in the United States full-time.
Essential Functions
- Responsible for overall completeness and accuracy of client deliverables.
- Responds quickly to any issues identified by the engagement team and the client and works with the client to develop and implement solutions.
- Applies industry and professional expertise to recommend innovative solutions to client's business problems.
- Makes sure that charge-ability and efficiency targets are met.
- Identifies/participates in new business development opportunities and actively participates in proposal meetings with prospects.
Experience
- A minimum of 10 years of relevant experience
Knowledge, Skills, and Abilities
- Participates and/or conducts technical training sessions as needed
- Embraces organizational change and encourages ongoing firm-wide innovation
- Ability to identify and propose resolutions to complex accounting issues
- Demonstrated advanced project management skills
- Ability to utilize firm technology to enhance client service
- Proficiency in Microsoft Office computer programs
- Excellent verbal and written communication skills
Working Conditions
- Casual dress code year-round
- Office drinks and snacks
- Meals are provided during the busy season
- Ability to work overtime and weekend hours during peak busy periods to meet deadlines as well as partner and client expectations
- All job solicitations, postings, and advertisements are consistent with the requirements of the Fair Chance Initiative.
Health and Wellness
- Medical & prescription drug coverage
- Dental coverage
- Voluntary insurance options (vision, supplemental accident, hospital, and critical illness coverage)
- Healthcare and dependent care flexible spending accounts
- Flu shots & health screenings
- Employee Assistance Program work/life balance resources
Learning and Development
- Internal & external training courses
- Firm-sponsored Masters in Taxation
- CPA exam passing bonus
- CPA license renewal fees
- State licensing fees
- Professional membership dues & certification fees
- Mentor programs
- Soft skills training
Work-Life Integration
- Flexible work arrangements
- Remote work opportunities
- Personal Time Off (Flexible Time Off for managers and above)
- Parental leave (maternity and paternity)
- Community service opportunities
- Health awareness webinars
- Reimbursement for community service-related runs & walks
Benefits
- Paid holidays
- Flexible time off
- Parental leave
- 401(k)
- Life insurance
- Disability coverage
- Profit sharing
- Paid parking
- New Business Compensation
- Health and wellness activities such as flu shots and massages
