Manager-Sr. Manager- Tax and or Audit

Role Overview

Work as part of a team to provide audit engagement and/or tax services for clients. Interact regularly with clients and firm team members. Coordinate multiple engagements simultaneously while meeting established deadlines.

Ledger & Team Management

• Train, mentor, and lead Senior Associates and Associates
• Instruct team members on work to be performed
• Review completed work, provide feedback, and direct necessary revisions
• Oversee and review work to ensure quality, accuracy, and timeliness
• Provide feedback to Senior Managers and Principles

Tax Responsibilities

• Review mid- to high-level business tax returns and individual income tax returns
• Advises clients on a broad range of tax services
• Oversee complex tax research projects
• Manage tax accounting projects to meet client needs within specified timeframes

Audit Responsibilities

• Lead audit engagement teams through all phases of the audit, including:
• Gathering information from clients
• Leading planning meetings
• Performing risk assessments
• Overseeing fieldwork procedures
• Managing the audit through final report issuance

Client Service & Relationship Management

• Manage client relationships by monitoring and responding to client needs
• Serve as a key point of contact for clients on day-to-day accounting matters
• Use sound judgment and analysis to prepare and review accounting-related reports
• Provide financial analysis to help improve client internal controls and accounting procedures
• Identify opportunities to strengthen client relationships and cross-sell additional firm services

Business Development & Technology

• Participate in business development activities
• Utilize cloud-based technology and audit software to enhance engagement efficiency

Requirements

• Bachelor's Degree in Business required, a Bachelors in Accounting preferred
• 5+ years of accounting required including experience managing staff, preferably in public accounting
• Licensed CPA or CMA license preferred
• Understanding of GAAP and GAAS
• Strong technology skills
• Ability to work on multiple projects and meet deadlines
• Ability to communicate clearly in writing and verbally
• Team player
• Ability to think innovatively

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• An employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements)
• Group term life insurance
• Disability insurance
• Flexible spending accounts
• A flexible time off and paid leave program