1. Coordinate and prioritize workflow.

2. Communicate with clients and manage client relationship in coordination with Shareholder

needs and expectations.

3. Meet with staff members on a frequent basis for client status updates and assignment of tasks.

4. Coach, mentor and hold staff members accountable for achieving desired results.

5. Ensure that the staff is performing their job duties and are able to meet deadlines/stay on task.

6. Monitor realization.

7. Involvement with business development initiatives and activities, including visibility at

networking and firm sponsored events.

8. Identify efficiencies, act as first level reviewer.

9. Coordinate work at year end including federal, state and local tax returns for corporations,

partnerships, tax exempt organizations and individuals.

10. Coordinate work on tax projections and extensions.

11. Assist clients with solving and responding to tax notices.

12. Prepare tax memorandums based on research findings for internal and external publication

without significant oversight or supervision.

13. Coordinate consulting and other project and tax research work.

14. Conduct periodic check in meetings with direct reports.

15. Complete and conduct Performance evaluations according to firm?s policy.

16. Provide input into department?s goal setting process.

17. Provide excellent client service skills to all internal and external clients.

• Senior Accountant or extensive experience in public accounting required


• Bachelors degree and CPA required - Master's in taxation preferred


• Proficient in use of commonly used tax and research software


• Thorough knowledge of federal, state and local taxation for businesses, partnerships, tax exempt organizations and individuals


• Ability to identify new business and revenue opportunities, follow-up with prospective clients