SENIOR CLIENT ADVISORY ACCOUNTANT

Job Overview

As a Senior member of the Client Advisory Team, you will have the opportunity to work closely with our clients to

• Proactively interact with client management to make business and tax recommendations
• Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
• Manage complex issues which require creativity, research, and comprehension of tax law including related implications
• Be more than just the “Tax Person”

Additional Duties and Responsibilities

• Mentor lower-level staff, review tax returns and workpapers prepared by staff, review any changes required or recommendations for improvement with the staff
• Tax returns, workpapers, and financial report preparation of varying complexity
• Develop skills for the use of tax research/planning software, perform tax research, and tax planning/projection assignments as requested or as determined to meet client needs
• Perform and review accounting services and bookkeeping responsibilities for clients
• Work directly with clients to request information, provide information, and answer questions
• Initiate solutions to problems and continue to develop technical expertise to improve professional judgment
• Manage scope and materiality of engagements at all levels
• Follow regulations and professional ethics of the AICPA and the State Society

Other Duties

• Create, analyze, and present financial results using various technologies
• Prepare and review tax returns while assuming primary responsibility for client engagements including scheduling, staffing, timing, technical issues, and additional duties as needed
• Ensure the completion of engagements including identifying and addressing problem areas with minimal oversight or assistance
• Mentor staff in professional development, guiding and teaching through technical challenges, and maintaining a positive team atmosphere

Core Competencies

• Strong working knowledge of applicable software programs to produce finished products
• Pursues on the job learning and formal learning to develop and refine skills and competencies
• Meets time constraints, budgeted goals, and client deadlines
• Participates in planning and scheduling of client engagements
• Organized, capable of prioritizing work, and conscious of the importance of time management
• Able to adapt to changing conditions and perform under pressure
• Actively listens to others and promptly responds to client and staff inquiries
• Demonstrates professionalism in manner and appearance, contributing to positive morale
• Treats co-workers with courtesy and consideration
• Maintains a positive and cooperative attitude

Client Service Competencies

• Develops strong working relationships with clients
• Understands client’s industry and business and is able to recognize potential opportunities
• Provide the highest level of customer service. Helping clients feel important and appreciated through courteous and friendly behavior at all times over the phone and in person
• Take responsibility for quality client service