Excellent time management skills and the ability to work effectively with all the internal team and clients.
CPA designation or law degree is required
Clients – High Net Worth and / or Construction
Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner.
Specialization and experience in both individual and business tax returns, with concentration in flow through entities.
Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies.
Work closely with Partners, Directors, Senior Managers and staff on client management, professional development, and business development activities
Supervise and lead associate and senior associate team members to manage responsibilities and deadlines on client engagements
Develop skills to attract new clients and market the company’s services and products and facilitate expansion of business with existing clients
Keep abreast of any legislative or professional changes, and consulting with clients on potential implications.
Participate in Client development through networking events and professionally represent the firm in the business community
Display continual commitment to the Firm’s Culture and Values and Client Service Principles
Demonstrate a level of communication skills, intuitive skills and resourcefulness that encourages others to follow and develop the same skills
