KY, Louisville CPA - Tax Senior

Client/Employer

Description:

Professional service firm providing accounting, audit, employee benefit plan audits, forensic & litigation, tax planning & preparation, international tax, business valuation, human resource consulting and advisory services to businesses, not-for-profit organizations and individual clients. Five offices w/55 total team members.

Classification:
Exempt/Full Time

Compensation: $90,000 - $120,000+ base DOE

Benefits:
Flexible work schedules seasonal half days on Fridays, Comprehensive health plan, Health Savings Accounts, Supplemental vision and dental plans, Paid Holidays, Generous amount of Paid Time Off (PTO), Paid CPE, Ability to work remotely, Company paid Group Life Insurance, 401(k) savings plan with employer match, CPA Exam reimbursement options, Productivity Bonuses

Position

Description:

Duties Performed:
In addition to the core set of skills, the following responsibilities are considered essential and will serve as key result areas for the performance review. Handle all types of client engagements appropriate for supervisory level, Efficiently, Delegates as appropriate, Timely and Professionally. Keep current on all professional pronouncements/tax law as appropriate for their department Communicates effectively all aspects of work performed to clients as appropriate.

Displays a high level of professionalism. Earns respect and trust of clients. Proficiency in special client services:
Projections Tax planning, Special niche services, Consulting and analysis, Develop billing center of 500-2000 hours

Planning:
Attends pre-planning and planning meetings. Solicits planning information from Members if needed. Is aware of status on staff work prior to attending planning

Supervision:
Supervises staff Confidently and Professionally. Acts as a role model and promotes the one firm concept. Mentors new employees or staff. Monitors appropriate due dates. Communicates necessary aspects of work performed to staff, managers, and/or members as needed. Works with the established budget. Delegates responsibility for decisions when appropriate. Assures that staff does quality work Tax returns, Audits, Financial statements and Work papers.

Administrative Supervisory functions:
Staff evaluations. Reviewing dollar and hours budget

Training:
Shares knowledge effectively, Effectively uses review notes for training, Provides timely feedback in a Positive and Constructive manor

Marketing:
Creates opportunities to provide existing clients with new services. Focuses on attracting new business to the firm. Has a written marketing plan. Assist preparation of quotes, cross selling opportunities, or attend proposal meetings. Markets the firm through active participation in:
Civic, Professional and business organizations (external committees of niche groups). Speaking engagements and presentations. Attending seminars

Required Knowledge,

Experience and Skills:

CPA or working towards obtaining CPA. Minimum of three years as a Senior or equivalent. Familiar with applicable accounting software and a Microsoft Windows environment. Supervises staff accountants and is responsible for engagements. Has direct client relationships. Responsibilities are performed personally or through direct reports.

Our Client is committed to a diverse and inclusive workplace. They are an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.