Tax Senior, Private Client Services

Essential Functions and Primary Duties

• Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required

• Demonstrate understanding of the client’s business including analysis and planning of client engagements

• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed

• Achieve charge hour goals

• Review associates' accounting, tax or auditing work: provide constructive review points

• May supervise associates on engagements

• Train and mentor associate staff

• May be involved in the client billing process by assisting Managers or Directors

• Identify and begin to develop knowledge in selected specialty practice

• Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements

• Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements

• Execute administrative duties as assigned

• Additional responsibilities as assigned 

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field

Minimum Qualifications

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
• 2 years of experience in public accounting or related field
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs