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Responsibilities:

• Review and analyze accounting records, financial statements, and various reports to ensure accuracy and adherence to reporting standards
• Prepare and file tax returns, ensuring compliance with all tax regulations and requirements
• Implement and maintain efficient accounting systems
• Demonstrate technical proficiency and knowledge of complex transactions
• Conduct research on intricate accounting and tax issues, and oversee research activities of team members
• Identify potential problems or solutions through the analysis of interactions and technical data
• Evaluate alternative solutions to address client challenges and needs effectively
• Lead engagement planning, including budgeting and risk assessment
• Participate actively in tax planning initiatives
• Monitor individual and team productivity, ensuring efficiency and optimal performance
• Stay updated on business, accounting, and tax developments, and advise clients accordingly
• Prepare comprehensive client correspondence, including technical issues and recommendations
• Develop expertise in specialized industries while maintaining generalist proficiency
• Gain in-depth understanding of clients' businesses and industries, addressing significant accounting and tax matters
• Identify billing opportunities to provide additional value to clients
• Ensure smooth billing and collection processes
• Recognize opportunities for value-added billing
• Be prepared to work overtime, particularly during tax deadlines
• Be knowledgeable about the range of services offered by the firm and identify potential cross-selling opportunities
• Develop and maintain strong relationships with clients, financial officers, and other professionals
• Participate actively in networking, marketing, and business development activities
• Engage with professional and community organizations
• Generate new business while effectively managing workload
• Attend training sessions on technical issues and updates in tax law
• Provide guidance to staff accountants and manage client relationships
• Supervise and oversee workflows
• Lead professional training for staff and conduct performance reviews
• Encourage the effective use of tax and business software and technology
• Promote a collaborative and supportive work environment
• Serve as a resource for staff members to address questions and concerns
• Assist in recruiting both new and experienced accounting staff

Qualifications:

• Bachelor's degree in accounting or a related field
• Master's degree in taxation preferred; Master's in accounting advantageous
• At least 3 years of public accounting experience, focusing on small business and individual taxation
• Hold a valid Certified Public Accountant (CPA) license