Audit and Tax Supervisor -
Stone & Company, LLC · Lexington, MA · Yesterday
AccountingFull-time
Essential Duties
- Oversee and manage multiple client engagements; planning, executing, directing, and completing engagements across several industries, including non-profits and small businesses.
- Develop and maintain excellent client relationships through superior customer service. Serve as the primary client contact on all related matters and directly interact with client owners and senior personnel.
Education, Skills and Experience
- Thorough knowledge and use of ProsystemsFx Engagement and Prosystems Tax are key for this role.
- Experience: 5+ years of progressive CPA firm experience
- Background in audits required - Some tax experience preferred
Preparation and Reporting
- Prepare all necessary audit reports, financial statements and related disclosures.
Supervision and Training
- Serve as the primary client contact on all related matters and directly interact with client owners and senior personnel.
- Serve as a mentor and supervisor for associates and interns on audit process, as needed.
Professional Development
- Keep current on industry developments and ensure professional development through ongoing education.
Client Interaction and Problem Solving
- Communicate with clients as needed.
- Anticipate and address client concerns, escalating problems as they arise.
Department Improvement
- Participate in firm initiatives aimed at continually improving the department’s processes and supporting infrastructure.
Technical Skills
- QuickBooks experience a plus
Personal Attributes
- Strong analytical skills
- Team-oriented with a strong sense of ownership and accountability
- Strong leadership, interpersonal, and relationship management skills
- Solid verbal and written communication skills
Professional Progression
- Progression towards CPA certification
Benefits
- Flexible team environment
- Competitive Salary
- Generous PTO Policy
- 401k Plan with Employer Match
- Health and Dental insurance
- Small-firm environment among great people and great clients
- National firm partners with deep technical expertise as resources and for development
Contact Information
Send resume and contact Rob Miller at: info@stonecpas.com