Responsibilities:

• Preparation and review of high net worth individual and small to medium size business tax returns.
• Professionally manage all aspects of the client relationship.
• Prepare financial statements.
• Client communication and supervising firm staff.



Requirements:

• Active CPA License with 8+ years of small to mid-size firm experience.
• Excellent verbal and written communication skills.
• Strong analytical and time management skills.
• Willingness to travel to clients.
• Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.
• Proficiency in UltraTax a plus.
• Masters degree in accounting or taxation is a strong plus.
• Knowledge in gift, estate and tax exempt entities a plus.
• Auditing experience a plus.