Job Description: Works with clients and firm partners to determine engagement objectives and assumes a lead role in coordinating resources to meet such objectives. Develops engagement budgets, coordinates required resources, bills engagements, and manages performance against stated objectives to ensure that client (deliverables) and firm objectives (engagement economics) are met. Provides guidance and experience to ensure that engagement risks are identified and appropriate responses (including specific tax steps) are taken. Provides timely on-site review of and feedback on the work of Tax Seniors and Staff. Works with engagement and client personnel to address extremely complex tax and accounting issues, reviews tax returns for accuracy and completeness, and ensures that client communications (written and oral) are provided in a timely manner to avoid surprises. Provides the engagement partner responsible for the tax work with timely status updates and communicates and involves the partner in the resolution of client service, tax or accounting problems/issues as they arise. Works to wrap-up tax engagements in a timely and economic manner. Begins to develop one or more areas of technical specialization (industry related or subject matter) and begins to transition towards service to clients within such areas. Begins to serve as a technical consultant to other engagements and other offices that have engagement needs within the Managers scope of expertise. Begins to serve in formal and informal mentoring to less experienced firm employees and as a valued colleague to other managers and senior managers. Contributes to overall office efficiency by providing feedback on staff performance, participating in initiatives for on-going staff development, and developing a teaming culture (through informal social and professional events). Begins to identify opportunities for expanded services to existing clients (through the development of “trusted advisor” status with clients served). Begins to develop outside relationships with a goal to foster long-term business development opportunities (through membership involvement with professional groups, community service, and personal relationships). QUALIFICATIONS Mandatory Minimum Qualifications - Must Have: 6+ years corporate tax compliance experience within public accounting, financial services experience preferred, CPA a must Education: Bachelors Certifications: Certified Public Accountant Licenses: None
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