Description:
- Providing tax planning and compliance services for high net worth individuals and related trusts
- Developing and sustaining excellent client relationships to a level of becoming a trusted advisor
- Identifying issues and recommending creative solutions to complex client issues
- Managing client engagements to achieve optimum service expectations
- Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business
- Holding yourself and others accountable for business development goals
- Recruiting, developing, and motivating team members
- Creating a highly collaborative environment in which team members reach out to others for input and ideas
What You Need for this Position
- Bachelor's degree in accounting or finance; Masters degree in Tax preferred; or equivalent combination of relevant education and experience
- 5+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements
- CPA certification