Serve as client s trusted advisor demonstrates knowledge of industry trends identify
client issues and conflicts: proactively communicate solution options to client and team.
Plans and reviews the tax process and the procedures to be performed to include:
Budgeting and staffing.
Monitoring engagement process and actual time incurred vs. budget.
Timely billing including management of identified outofscope activity and communication to client.
Timely collection of A/R.
Manages client relationships/expectations in accordance with the project.
Conducts toplevel review of Tax Return and resolves all tax issues with the client.
Timely billing including management of identified outofscope activity and
communication to the client.
Develops an indepth understanding of the technical and practical issues and
opportunities regarding one or more areas of taxation e.g. individual corporate
property sales corporate passthrough state and local international.
Supervises associates and senior associates on all projects.
Requirements
Education:
Bachelor s degree required; Accounting degree preferred
Minimum Qualifications:
Eight to Ten years of prior experience in corporate tax passthrough entities and highnet
worth individual clients required
Experience in International Estate and Gift Tax preferred
License/Certifications:
CPA certification or EA required
Software:
Proficient in the use of Microsoft Office Suite specifically Word Excel required
Proficient in UltraTax or Similar Program QuickBooks and Practice Management Programs
required.
Education: Bachelor s degree, required; Accounting degree preferred Minimum Qualifications: Eight to Ten years of prior experience in corporate tax, pass-through entities, and high-net worth individual clients required Experience in International, Estate, and Gift Tax preferred License/Certifications: CPA certification or EA required Software: Proficient in the use of Microsoft Office Suite, specifically Word, Excel, required Proficient in UltraTax or Similar Program, QuickBooks, and Practice Management Programs required.